NEWS & UPDATES

Credit card statements show that you spent money, but receipts prove what you bought and why it was a legitimate business expense. The IRS requires documentation of the what, when, where, and why. Receipts provide itemized details, business purpose, and proof you can’t get from a statement alone—saving you time, money, and stress later.

Bank reconciliations don't have to be a chore. With a few simple tweaks and a consistent routine, they can actually be pretty manageable. Think of reconciling your bank account like checking your rearview mirror—ensuring what’s behind you matches what you expect to see. If something’s off you can catch it before it becomes a bigger (and more expensive) issue. And when tax season rolls around, or you need to make confident cash flow decisions, having clean books makes life a w