Your January accounting checklist

January comes with critical deadlines for small business owners. This episode covers 1099s, W2s, year end close, and sales tax filings so you can start the year on solid financial footing.

Closing one chapter and opening another

This episode reflects on the lessons, surprises, and growth that shaped 2025, along with honest predictions for what’s ahead. A thoughtful conversation about entrepreneurship, trust, and building something that lasts.

Choosing the right system matters

QuickBooks Online and Xero both offer powerful tools, but they’re not one size fits all. This episode breaks down the pros, cons, and common pitfalls of each platform so you can choose the software that actually works for your business.

What really happens behind the scenes

Ever wonder how clean financials actually get done? This episode walks through a real monthly close routine you can copy, helping you stay organized, avoid costly mistakes, and keep your business financially ready all year long.

Where your money really goes

The cash flow statement shows how money moves in and out of your business. This episode breaks it down in simple terms so you can understand your liquidity, avoid common mistakes, and make smarter decisions with confidence.

See your business from a new perspective

The balance sheet shows what your business owns, owes, and truly earns. This episode breaks it down in simple terms, helping you understand how assets, liabilities, and equity tell the story of your financial health and how to use that insight to make stronger decisions.

The truth behind building a business

This episode takes you behind the scenes of entrepreneurship, the wins, the doubts, and the moments that make it all worth it. We share what it’s really like to grow a business from the ground up and how to stay grounded through every twist and turn.

See your numbers in a whole new way

Your Profit and Loss statement isn’t just a list of income and expenses, it’s the story of your business. This episode breaks down what your P&L really means, how to read it with confidence, and how to use it to guide smarter decisions for growth.

The Seasons of Business and Life

Leah and I reflect on how the seasons of life mirror the seasons of entrepreneurship. We share the lessons summer taught us about slowing down, protecting our time, and creating balance between work and personal life. From weekend routines to new marketing ideas, this episode is all about finding flow and building habits that support growth through every season.

Find Balance Between Profit and Growth

I talk with Leah about how our relationship with money shapes the way we grow our businesses. We share personal experiences, lessons from our own journeys, and practical ways to build profit sustainably without overspending or losing focus.

Build Better Bookkeeping Habits

We share five essential tips to simplify bookkeeping, from setting a routine to reviewing financial reports. These practices help business owners stay organized, save time, and prepare for growth.

Turn Numbers Into Insights

We break down the balance sheet, profit and loss, and cash flow statement in simple terms every business owner can understand. This episode is all about spotting red flags, building financial literacy, and using your numbers to guide growth.

Build a Brand That Lasts

We share the personal stories behind choosing our firm names and the steps we took to make our businesses official. From branding beyond a logo to the legal setup every owner needs, this episode is packed with advice for anyone launching or rebranding.

In this episode of The Accounting Edit we unpack payroll and taxes for small business owners, from payroll basics to sales tax and local tax compliance, plus tips for keeping cash flow steady.

In this episode of The Accounting Edit, we talk about work life balance, preparing for the CPA exam, and how organization and delegation help us grow our businesses without losing sight of what matters most.

In this episode of The Accounting Edit, we’re talking all things AP and AR. How to stay on top of what you owe, what you’re owed, and why that balance is key to financial clarity.