Budgets, Cash Flow, and Bookkeeping: What Small Business Owners Often Don’t See (Yet)
Budgets, Cash Flow, and Bookkeeping: What Small Business Owners Often Don’t See (Yet) By Kelli, Founder of Truly Bookkeeping January has a way of stirring up a lot of emotions for business owners. There’s motivation, yes, but also pressure. Pressure to have a budget. Pressure to “know the numbers.” Pressure to feel more confident than…
Read MoreHow to Finish the Year Financially Strong Without Burning Out
For most business owners, December arrives with a mix of emotions: gratitude, fatigue, pressure, hope, and a long mental list of everything that feels unfinished. The world often tells us to sprint through the end of the year: chase the final revenue goals, overhaul our systems, plan for next year, and somehow rest at the…
Read MoreThinking Ahead: Setting One Intentional Goal for Your Business Each Year
As the year winds down, I always take some time to think about what’s next. Not in a “new year, new goals” kind of way, but in a grounded, practical sense. What do I want the next year of my business to look like? What’s one main goal I can realistically work toward? Because as…
Read MoreYear-End Financial Checklist: 7 Steps Every Small Business and Non-Profit Should Take Before December 31
As 2025 comes to a close, small business owners and non-profit leaders alike are balancing day-to-day responsibilities with year-end deadlines. It can feel overwhelming—but a clear financial checklist makes the process easier. At Truly Bookkeeping, we’ve put together a year-end financial checklist for small businesses and non-profits to help you close the year with confidence…
Read MoreBeyond the Name: How Truly Has Grown with Our Clients
When we first started Truly Bookkeeping, the vision was clear: provide small business owners with reliable, accurate bookkeeping so they could focus on the work they love. Bookkeeping was our foundation and it still is. It’s where every good financial story begins. But as we partnered with more clients, something unexpected happened. We found ourselves…
Read MoreMid-Year Money Check-In: How to Assess and Adjust Your Business Finances Before Q4
Mid-Year Money Check-In: How to Assess and Adjust Your Business Finances Before Q4 August is a natural pause point in the year. You’ve made it through tax season, closed out the first half of the year, and now you have a clear window to review how your business is performing before the busy final quarter.…
Read MoreBookkeeping Myths That Hold Small Business Owners Back (And What to Do Instead)
Bookkeeping Myths That Hold Small Business Owners Back (And What to Do Instead) At Truly Bookkeeping, we work with a lot of business owners who started out doing their own books! Whether you’re managing your finances solo or outsourcing to a pro, one thing remains true: how you think about bookkeeping shapes how you manage…
Read MoreWhat Truly Bookkeeping Offers: Our Value, Our Approach, and Why It Matters
What Truly Bookkeeping Offers: Our Value, Our Approach, and Why It Matters At Truly Bookkeeping, our work goes far beyond transactions and reconciliations. We offer strategic support, personalized service, and a people-first approach that has become the foundation of how we work with clients. One of our core values is simple: If you don’t like…
Read MoreMore Than a Bookkeeper: Meet the Truly Team Behind Your Numbers
At Truly Bookkeeping, we often say that when you hire one of us, you get all of us. That’s not just a tagline—it’s how we work. Each client is paired with a dedicated bookkeeper, but behind the scenes, every member of the Truly team collaborates, supports, and shares knowledge to ensure your business receives the…
Read MoreWhat Does a Financially Healthy Business Look Like?
What Does a Financially Healthy Business Look Like? For many small business owners, “financially healthy” can feel like a vague or far-off goal. If your books are up to date and your bills are paid, you might assume you’re doing fine. But true financial health goes beyond just breaking even – it means having a…
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