SMALL BUSINESS FINANCE · BOOKKEEPING TIPS · PORTLAND, OR

The Blue Water Blog

Practical financial tips and bookkeeping advice to help small business owners stay organized, prepared, and in control of their money.

What to Do When Your Bookkeeper or Accountant is Retiring
Hiring & Delegation Brian Miller Hiring & Delegation Brian Miller

What to Do When Your Bookkeeper or Accountant is Retiring

If your bookkeeper has shared that they are planning to retire, you may be wondering what this means for your business. We have helped several business owners through this exact situation. Most of them did not realize how much their bookkeeper handled until they started thinking about the transition. The good news is that with the right steps, this does not have to disrupt your business.

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How Much to Set Aside for Taxes in Your Business
Tax & Compliance Brian Miller Tax & Compliance Brian Miller

How Much to Set Aside for Taxes in Your Business

One of the most common questions we hear from business owners is how much they should be setting aside for taxes. Many of our clients come to us feeling unsure, overwhelmed, or surprised by their tax bill because they were never taught how to plan for it throughout the year. Once we walk them through a simple system, they feel more confident and more in control of their finances. You can use the same approach in your business.

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When to Move from DIY Bookkeeping to Professional Support
Catch-Up & Cleanup Services Brian Miller Catch-Up & Cleanup Services Brian Miller

When to Move from DIY Bookkeeping to Professional Support

Many business owners start out doing their own bookkeeping. It is practical in the beginning and helps you stay close to your numbers. However, as your business grows, there comes a point when DIY bookkeeping begins to slow you down.

These are the same reasons clients come to us again and again. We see the same patterns repeat, and they are usually a clear sign that it is time to bring in professional support.

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Ready to Stop Doing This Yourself?

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