Joel Felix Joel Felix

The Haunted Ledger: What Happens When You Don’t Reconcile

Every business has a ledger. But when that ledger is neglected, it becomes something far more sinister: a breeding ground for financial chaos.

This is the cautionary tale of what happens when you don’t reconcile your books… and the monsters that emerge when you least expect them.

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Joel Felix Joel Felix

October 15 Tax Deadline: What Business Owners Need to Know

If you filed for a tax extension earlier this year, the final deadline to submit your return is approaching: October 15, 2025. While extensions give you more time to file, they do not extend your time to pay. That distinction is critical—especially for business owners navigating complex financials

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Joel Felix Joel Felix

Quarterly Reviews: Why They Matter More Than You Think

For many business owners, accounting feels like a cycle of transactions—bookkeeping, reconciliations, tax filings, repeat. But the real power of accounting lies in its ability to guide decision-making, anticipate challenges, and support growth. That’s where quarterly reviews come in.

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Ria Sommerfeld Ria Sommerfeld

The Role of Advisory Services in Growing Your Business

Accounting isn't just about tracking expenses or filing taxes. For growing businesses, it's about strategic insight—knowing when to scale, how to forecast, and what decisions will drive profitability. That’s where advisory services come in.

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Ria Sommerfeld Ria Sommerfeld

Spring Clean Your Books: 5 Steps to a Healthier Ledger

Spring is a season of renewal—and it’s not just for your home. Your books deserve a fresh start too. Cleaning up your financial records now gives your business clarity, helps you prep for mid-year planning, and sets the stage for a strong second half of 2025.

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Joel Felix Joel Felix

The Future of Accounting: How It Benefits You in 2025

Accounting is evolving, and businesses that embrace new technology and smarter workflows will save time, reduce errors, and gain real-time financial insights. The good news? You don’t have to keep up with all these changes alone.

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Joel Felix Joel Felix

Navigating Taxes: What Every Business Owner Should Know

Tax season can be overwhelming for business owners, but it’s also an opportunity to maximize deductions and reduce overall tax liability. By understanding the rules and staying compliant, you can make the most of these savings without risking penalties or audits.

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