This guide explains the fundamentals of bookkeeping with practical tips to help you build an effective bookkeeping strategy for your business. It also shows how strong books create the foundation for smarter decisions and sustainable growth.
Business Toolkits
Bookkeeping Toolkit
Practical guides to simplify bookkeeping and give your business a stronger financial foundation.
Bookkeeping vs. accounting: Key differences explained.
A clear breakdown of how bookkeepers and accountants differ. One handles the daily financial work, the other turns those records into strategic insights, forecasts, and advice.
Small business guide to double-entry bookkeeping
Although it sounds confusing at first, the double-entry method helps to safeguard accuracy and give you a complete financial overview of your business.
How to do bookkeeping: Guide to managing your finances
Steps to help you avoid costly mistakes by knowing what expenses to track and when to ask for outside help.
The ultimate guide to spend and expense management
Learn how to streamline your business spending and gain control over your everyday expenses.
What is a billing system & how to set one up
A good billing system can automate time consuming back-office tasks, such as recurring payments, and reduce the number of late payments you get. Explore what billing systems are and what to focus on when comparing different solutions.
Year-end checklist for small businesses
What needs to be done, and what’s optional? Use this year-end checklist to complete the essential tasks and free up time for what matters most. It ensures your finances are accurate, deadlines are met, and your business is set up for a smooth start to the new year.
Should you invoice “due upon receipt”?
When clients know they’re expected to pay immediately, it can speed up cash flow and reduce the risk of outstanding balances piling up. However, having invoices due upon receipt isn’t always recommended. It can cause friction with clients who are also trying to manage their own cash flow.
What Is Bookkeeping? A Small-Business Guide
This guide shows SMBs how bookkeeping works, why it matters, and how the right tools can save time, cut errors, and boost financial confidence.
Free 45-Minute Bookkeeping Audit
Get expert eyes on your books, clear next steps, and a better understanding of what’s working, what’s broken, and how to build a smoother, more reliable finance function.
Bookkeeping Best Practices for Small Businesses
Avoid cash flow traps: separate business from personal finances, automate and reconcile your books regularly, track cash and documentation closely, and upgrade your systems before they can’t keep up.
What Financial Records Should My Business Keep?
Strong books mean strong businesses. Focus on these nine essentials.