News & Resources

Tax time doesn’t have to be stressful. Learn how clean books help you avoid costly IRS penalties, missed deductions, and audit triggers. Get actionable steps to stay compliant and confident year-round.

📚 Feeling overwhelmed by messy books? You’re not alone—and the good news is, it’s fixable.

This step-by-step bookkeeping clean-up checklist is designed to help small business owners:
✔️ Catch up on overdue bookkeeping
✔️ Reconcile accounts and review categories
✔️ Fix common QuickBooks errors
✔️ Get ready for tax season

Struggling with confusing categories in QuickBooks? You’re not alone. This step-by-step guide shows you how to correctly categorize income, expenses, transfers, and owner transactions in QuickBooks. Learn how to avoid common mistakes, use bank rules wisely, and understand the difference between Cost of Goods Sold and operating expenses—with pro tips to make it easier.