Bookkkeeping
Year-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 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…
Read MoreSpring Cleaning Your Business Finances – A Fresh Start for Q2
Spring Cleaning Your Business Finances – A Fresh Start for Q2 Spring is a season of renewal, and while many of us are decluttering our homes, now is also the perfect time to clean up our business finances. Whether you’re a solopreneur or a small business owner, taking the time to refresh your financial systems,…
Read MoreAccountant vs. Bookkeeper: What’s the Difference and Which One Do You Need?
Accountant vs. Bookkeeper: What’s the Difference and Which Does your Business Need? When it comes to managing your business’s finances, you may have heard the terms “accountant” and “bookkeeper” used interchangeably. Accountant vs. Bookkeeper: Which does your business need? Understanding the differences between these two roles can help you decide which one—or both—your business needs…
Read More3 Signs It’s Time to Outsource Your Bookkeeping
3 Signs It’s Time to Outsource Your Bookkeeping Managing your business’s finances can feel overwhelming, especially as your business grows. If you find yourself spending too much time on bookkeeping, missing important financial tasks, or feeling unsure about the accuracy of your financial records, it might be time to consider outsourcing your bookkeeping. Here are…
Read MoreHow to Prep Your Small Business for Next Year’s Tax Season: Proactive Steps to Take Now
As a small business owner, it’s never too early to start preparing for tax season. By setting up financial routines and staying on top of your books throughout the year, you can minimize stress, avoid mistakes, and ensure your business is financially ready for tax time. Here are some proactive steps you can take now…
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