Where accounting makes "cents"

You assumed your books were clean. You handed everything to your CPA. Then came the 𝒔𝒖𝒓𝒑𝒓𝒊𝒔𝒆 𝒃𝒊𝒍𝒍 — or worse, an IRS notice. Turns out: ❌ Income was duplicated. ❌ Expenses weren’t properly categorized. ❌ Sales tax wasn’t tracked correctly. ❌ Payroll entries were a mess. Now you’re paying penalties for someone else’s poor work. Let’s be real: If your CPA has to “clean up” the books before filing, your bookkeeper isn’t doing their job — you’re just paying twice. ✅ It’s time to expect more than reconciliations. ✅ It’s time to expect accuracy. ✅ It’s time to expect accountability. ✅ It’s time to find someone new. I've created a bookkeeper vetting checklist to help business owners avoid this situation. #SmallBusinessFinance #BookkeepingMatters #FraudPrevention #OutsourcedAccounting #ForensicAccountant #SmallBusinessTips #quickbooks #bookkeeper #fraud #cfe #outsourcedaccountant #consultant #fraudconf #travelingaccountant #outsourcedaccountant #palmbeach...

🚧 𝐖𝐡𝐞𝐧 𝐭𝐡𝐞 𝐎𝐰𝐧𝐞𝐫 𝐇𝐚𝐬 𝐚 𝐏𝐞𝐫𝐯𝐞𝐫𝐭𝐞𝐝 𝐒𝐞𝐧𝐬𝐞 𝐨𝐟 𝐄𝐧𝐭𝐢𝐭𝐥𝐞𝐦𝐞𝐧𝐭 🚧 In construction, every dollar is allocated job. But what happens when the owner thinks 𝒆𝒗𝒆𝒓𝒚 𝒅𝒓𝒂𝒘 𝒊𝒔 𝒕𝒉𝒆𝒊𝒓𝒔 𝒕𝒐 𝒔𝒑𝒆𝒏𝒅? ✅ Project drawdowns are meant for labor, materials, subcontractors — not vacations, car upgrades, or personal splurges. When owners 𝐝𝐢𝐯𝐞𝐫𝐭 𝐩𝐫𝐨𝐣𝐞𝐜𝐭 𝐟𝐮𝐧𝐝𝐬 to fuel their lifestyle, they don’t just hurt the job — they jeopardize: - Cash flow - Sub relationships - Reputation - Future bonding & financing Let’s be honest — no amount of accounting can fix misaligned ethics at the top. When the business becomes the piggy bank, everyone downstream pays the price. 🛑 You can’t scale chaos. You can’t hide forever. And you can’t build trust on unpaid invoices. Let’s talk about it.  #SmallBusinessFinance #BookkeepingMatters #FraudPrevention #OutsourcedAccounting #ForensicAccountant #SmallBusinessTips  #quickbooks #bookkeeper #frau...

🚧 Construction Business Owner… Are You Unknowingly Putting All Your Businesses in One Bucket? You wouldn’t store your demo debris with your finished cabinetry — So why run your construction company and side ventures under one entity? Here's what I see too often: 🔹 A GC runs their construction business, rental properties, and maybe even a materials resale gig… all under one LLC, one bank account, one QuickBooks file. It feels simple. But it’s actually risky and expensive. ⚠️ One lawsuit could expose everything ⚠️ You could be missing out on key tax advantages ⚠️ Your books are probably a mess — and you're flying blind on profitability Smart structure = smart protection + smart profits. If you’ve got multiple business activities, you need a structure that separates liability, clarifies your financials, and supports growth. 👉 Construction is already high risk. Don’t make it worse with a sloppy setup. Let’s talk entity structure and financial visibility — before a problem forces...

Sounds harsh but this is a saying I grew up with while in New York and I find it still relevant today as I assess businesses with staff bookkeepers or contracted bookkeepers that know nothing about job cost accounting. One week it's, "𝒀𝒐𝒖'𝒓𝒆 𝒑𝒓𝒐𝒇𝒊𝒕𝒂𝒃𝒍𝒆 — 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒍𝒐𝒐𝒌𝒔 𝒈𝒓𝒆𝒂𝒕!" The next week it's, "𝒀𝒐𝒖'𝒓𝒆 𝒕𝒊𝒈𝒉𝒕 𝒐𝒏 𝒄𝒂𝒔𝒉 — 𝒘𝒆 𝒔𝒉𝒐𝒖𝒍𝒅 𝒔𝒍𝒐𝒘 𝒔𝒑𝒆𝒏𝒅𝒊𝒏𝒈." 🤨 So… which is it? If you're left confused, second-guessing your numbers, or constantly catching contradictions, it's not just annoying — it's a red flag. 🎯 A great bookkeeper should provide clear, consistent, and contextual financial insight — not make you decode riddles every month. 𝐅𝐫𝐮𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐛𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐞𝐫 𝐮𝐬𝐮𝐚𝐥𝐥𝐲 𝐬𝐭𝐞𝐦𝐬 𝐟𝐫𝐨𝐦 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐫𝐞𝐞 𝐭𝐡𝐢𝐧𝐠𝐬: 1. They don’t understand your business model. 2. They can’t explain financials in plain English. 3. They’re cover...