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Your Bookkeeper, Accountant, and Tax Pro Walk Into a Bar…here’s how to tell who does what (and who you actually need)
So you need a bookkeeper… or is it an accountant? CPA or EA? Or… what even is a vCFO? What do you mean Turbo Tax isn't actually a tax pro? When your business starts making real money, or real messes, it doesn’t take long to realize: You need help behind the books. But what kind of help? If you've asked any version of that, you’re in good company. You and your small business have arrived , at the intersection where growth and personal capacity meet. We're walking you through

Karolyn & Bryan LaLonde
Feb 5


Avoiding a Big Tax Bill? Start Now & Not in December
September is the sweet spot for tax planning but most small business owners wait too long to act. This month, we’re walking through smart, non-stressful ways to reduce your tax bill without panic-spending or last-minute scrambling. Pro Tip: how you pay yourself matters more than you think.

Karolyn & Bryan LaLonde
Sep 15, 2025


Inclusive Finance for LGBTQ+ Business Owners: Build Systems That Reflect You
Build financial systems that support your identity and business goals. This guide is for LGBTQ+ business owners who want clarity and alignment.

Karolyn & Bryan LaLonde
Jun 20, 2025


Summer Slowdown? Use It to Strengthen Your Finances
Use slower summer weeks to reset your small business finances. This 7-step guide walks you through cleanup, cash flow, and Q3 planning.

Karolyn & Bryan LaLonde
Jun 6, 2025


Quarterly Financial Review: A Shame-Free Starting Point
Feeling behind this quarter? Our simple, shame-free checklist will guide your quarterly financial review and help you build habits that actually support your small business.

Karolyn & Bryan LaLonde
May 8, 2025
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