Can I Afford to Hire After Taxes? How to Tell Without Guessing
Hiring • Cash Clarity Can I Afford to Hire After Taxes? How to Tell Without Guessing Hiring decisions are rarely made in a calm moment. They usually come up when: Work is piling up Quality is slipping The owner is stretched thin Growth feels real — but fragile And almost always, the same question follows: […]
The Financial Questions Business Owners Ask Too Late
Decision-Making • Monthly Review The Financial Questions Business Owners Ask Too Late There’s a moment many business owners recognize immediately. It’s when a question comes up — and the answer matters — but the timing feels off. “I wish I’d asked this sooner.” Those moments don’t come from neglect or inattention. They come from running […]
Why Paying Yourself as a Business Owner Still Feels Uncertain (Even When You’re Profitable)
Owner Pay • Cash Clarity Why Paying Yourself Still Feels Uncertain — Even in a Profitable Business One of the quietest sources of stress for small business owners sounds like this: “I think we’re doing okay… but I’m still not sure what I can safely take out.” The business is profitable. Bills are paid. Nothing […]
Why ‘Clean Books’ Still Lead to Financial Surprises
Bookkeeping • Clarity Why ‘Clean Books’ Still Lead to Financial Surprises One of the most frustrating things a business owner can hear during tax season is this: “Your books are clean — but we need to talk.” At that point, the confusion sets in. If the books are clean, why are there surprises? Why does […]
Why Profitable Businesses Still Run Out of Cash (And Why Tax Season Exposes It)
Cash Flow • Tax Season Why Profitable Businesses Still Run Out of Cash (And Why Tax Season Exposes It) One of the most frustrating moments for a business owner is realizing this: “We made money — so why does cash feel tight?” Tax season tends to bring that question to the surface. The return shows […]
Why Your QuickBooks Reports Look Fine — Until Your CPA Asks Questions
QuickBooks • Tax Season Why Your QuickBooks Reports Look Fine — Until Your CPA Asks Questions This is one of the most common things we hear during tax season: “Everything looked fine… until our CPA started asking questions.” Quick answer QuickBooks can be accurate and still not ready. Tax season doesn’t usually create problems — […]
Why Bookkeeping Usually Falls Behind (And What Actually Fixes It)
Bookkeeping Why Bookkeeping Usually Falls Behind (And What Actually Fixes It) Most bookkeeping doesn’t fall apart because business owners don’t care. It falls behind quietly. A few receipts don’t get uploaded. A question sits unanswered. A report shows up, but no one really looks at it — or knows how to interpret it. Nothing feels […]
How to Calculate Cash Runway (Months) for a Small Business
How to Calculate Cash Runway (Months) for a Small Business Know your months of runway and your next step—without more dashboards. How to Calculate Cash Runway (Months) for a Small Business What is cash runway? Runway formula Instant check Interpret results QuickBooks sanity check Weekly 30-minute routine Fast fixes Owner-ready templates Where FinalyzeIQ helps Free […]
QuickBooks Business Network: Connect Once, Automate AP/AR
QuickBooks Business Network: Should Your Business Connect with Bookkeeping Express? What is QBN? Why it matters Who benefits How it works What BKE handles Proof Pricing Get started Answer Box: Connecting with BKE in the QuickBooks Business Network lets invoices and bills post directly in QuickBooks, reducing manual entry by ~30–50% in early pilots and […]
From Reports to Real Insight: Why SMBs Don’t Need Another Dashboard
From Reports to Real Insight: Why SMBs Don’t Need Another Dashboard Small business owners are drowning in data. Every accounting system, point-of-sale tool, or banking app promises “real-time dashboards” and “better reporting.” And yet — most SMB owners admit they don’t open them, or if they do, they walk away more confused than before. The […]