As the year comes to a close, December is the perfect time to pause and take a clear look at your business finances. By reviewing last year’s numbers, creating a realistic business budget, and setting clear revenue goals, you can enter the new year with confidence and a profitable plan. In this post, we’ll walk through the key steps to reflect on your financial performance and set intentional goals for growth.

Not sure if it’s time to hire a bookkeeper? Here are the most common signs your business is ready for financial support, and why the end of the year is the best time to get started.

As the year wraps up, it’s time to take control of your tax bill. From deferring income to maximizing retirement contributions, these smart year-end moves can help you save big before December 31.

A great bookkeeper does more than record transactions — they bring clarity, organization, and peace of mind to your business finances. From accuracy and integrity to communication and insight, learn the essential qualities that set exceptional bookkeepers apart and how they help your business stay strong and financially confident.

Year-end doesn’t have to be stressful! Use this friendly bookkeeping checklist to reconcile accounts, review deductions, and get ready for tax season early.

Not sure who to call for your business finances—a bookkeeper, accountant, CPA, or tax preparer? This post breaks down the differences and explains how bookkeeping combined with advisory services can give you both clarity and confidence in your financial decisions.

At Well Accounted Bookkeeping, we believe technology should make your life easier, not more complicated. From cloud-based accounting software to secure banking and receipt-tracking apps, the right tools can save you time and reduce stress. Explore our favorite bookkeeping tech that helps business owners stay organized and work smarter.

Mixing business and personal finances may feel convenient, but it creates messy books, tax headaches, and even legal risks. A separate business account is one of the easiest steps you can take to stay organized, protect your assets, and present yourself as a professional.

Learn how to scale your wellness business without financial overwhelm. This post shares essential bookkeeping tips for wellness professionals—including how to plan for growth, hire smart, and manage rising expenses. Plus, discover how the Back Pocket Bookkeeper Group can help you stay grounded and organized as you grow.

Debits and credits might sound like intimidating accounting jargon, but understanding them is easier than you think—especially when explained with real-life wellness examples. Whether you’re a yoga teacher, massage therapist, or holistic coach, this guide breaks down the basics of double-entry bookkeeping in a way that makes sense and supports your business growth.

Summer can be a double-edged sword for business owners. While some industries boom, others brace for the infamous seasonal slump. Whether...

As a wellness practitioner, whether you're a massage therapist, yoga instructor, acupuncturist, or coach, keeping your financial house in...

We’re halfway through the year—the perfect time to pause, reflect, and realign your business finances. A mid-year bookkeeping review...

When it comes to accounting methods, business owners face one of the first key decisions: cash basis or accrual basis accounting?...

When it comes to running a successful business, understanding your numbers isn’t optional—it’s essential. One of the most powerful tools...

Struggling to track your income and expenses as a service-based provider? This step-by-step guide helps wellness pros like you create a simple, effective Chart of Accounts—no accounting degree required.

Make filing taxes easier next year with this wrap-up exercise.

The reality is that DIY bookkeeping could be costing you more in ways you might not have considered.