For many small business owners and private practice professionals, bookkeeping can feel like a necessary chore - something that just needs to be “done.” But at BookWise, we believe your monthly bookkeeping review should do more than check a box

Summer can bring a welcome shift in pace - especially for private practice owners and solo providers. With a few more gaps in your schedule, now is the ideal time to pause, reflect, and finally tackle the tasks that tend to fall to the bottom of your list-like your bookkeeping.

Many small businesses rely on petty cash for small, everyday purchases. But without proper management, petty cash can quickly turn into a bookkeeping and tax nightmare.

Manual accounting systems might seem simple on the surface, but they can quickly become a barrier to growth. Relying solely on manual bookkeeping increases the risk of errors, inconsistent records, and time-consuming processes - all of which can slow your business down.

There’s a common myth that professional bookkeeping is only necessary for large companies with sprawling teams and complex finances. But the truth is, no matter the size of your business - from solopreneurs working solo to mid-sized firms with growing teams -having organized financial records is essential.

You don’t need to stare at your books every week, but looking at them once a month with the right support? That can make a real difference in how you run your business.

When it comes to filing 1099s, the end of the year is not the time to discover that you're missing tax IDs or W9s. One of the smartest things you can do for your business is to set up vendors properly from the very beginning.

Not exactly sure what a bookkeeper does or how we’re different from an accountant or tax preparer? You’re not alone.

Running a small business means wearing a lot of hats—but if managing your books is starting to feel like a full-time job, it might be time to get support.

If your business issues company credit cards, it’s not enough to hand them out and hope for the best. Without a clear credit card policy, you could be exposing your business to unnecessary risk, confusion, or even costly misuse.

Classifying your workers correctly isn’t just a paperwork detail, it’s essential to staying compliant and avoiding penalties.

If you’ve been putting off your bookkeeping until the end of the year, you’re not alone. But waiting until tax season to catch up on months of financial records can leave you overwhelmed and missing important information along the way.