Roberts Associates, LLC

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Roberts Associates, LLC Helping business owners & individuals understand their financial wealth & scale their business.

Not everything you spend money on for your business is tax deductible.Here are some expenses small business owners commo...
10/25/2026

Not everything you spend money on for your business is tax deductible.

Here are some expenses small business owners commonly get wrong:

- Extravagant business gifts
- Daily commuting costs
- Everyday clothing
- Entertainment expenses
- Family travel expenses
- Social or country club dues
- Fines and penalties
- Political contributions

Need help keeping your books organized and staying on top of your taxes?

Book a call using the link in our profile or comment “taxes” below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

Own a small business? Shout it out below!Tell us what you do, who you help, and where you’re located.Then take a minute ...
10/24/2026

Own a small business? Shout it out below!

Tell us what you do, who you help, and where you’re located.

Then take a minute to check out the other businesses in the comments and show them some support.

Accounts Receivable (A/R) is money customers owe your business for products or services you’ve already provided.Accounts...
10/23/2026

Accounts Receivable (A/R) is money customers owe your business for products or services you’ve already provided.

Accounts Payable (A/P) is money your business owes vendors and suppliers for bills you haven’t paid yet.

Why should you pay attention to both?

Because overdue invoices can hurt your cash flow, while unpaid bills can lead to late fees and strained vendor relationships.

Review your A/R and A/P regularly so you know what needs to be collected and what needs to be paid.

Save this post for later and follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

You should start paying attention to your cash flow now, NOT when you’re struggling to cover expenses.Here are the money...
10/22/2026

You should start paying attention to your cash flow now, NOT when you’re struggling to cover expenses.

Here are the money conversations you should be having with yourself, your CFO, or your bookkeeper:

- How much cash is actually coming in each month?

- What large expenses are coming up?

- How much is sitting in unpaid invoices?

- Can we comfortably cover payroll, taxes, and other bills?

- Which expenses are increasing?

- Do we have enough cash set aside for slower months?

- What does our cash flow look like for the next 30, 60, and 90 days?

Good cash flow management starts with knowing what’s coming before it happens.

Need help keeping your books accurate so you can make better financial decisions?

Book a call using the link in our profile or comment “books” below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

Q4 can get expensive fast, especially with year-end and holiday costs coming up.Forecasting now can help you avoid cash ...
10/21/2026

Q4 can get expensive fast, especially with year-end and holiday costs coming up.

Forecasting now can help you avoid cash flow surprises later.

Here are four numbers every business owner should be looking ahead at this quarter.

Found this helpful? Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

There’s no question: taxes for small businesses are overwhelming and complicated.But we’re all about making complex busi...
10/20/2026

There’s no question: taxes for small businesses are overwhelming and complicated.

But we’re all about making complex business tax simple with these 5 Must Have Tax Saving Strategies for Small Businesses.

To help you get started, click on the link below to download your free guide!

https://your-data-cfo.kit.com/9c8cc15fc7

Don’t pull your 2027 goals out of thin air!Start with your actual 2026 numbers.Here’s what to look at:- Revenue: What di...
10/20/2026

Don’t pull your 2027 goals out of thin air!

Start with your actual 2026 numbers.

Here’s what to look at:

- Revenue: What did you actually bring in this year?

- Profit: How much did you keep after expenses?

- Expenses: Where did you overspend or where could you cut back?

- Cash flow: Which months were tight and which were strong?

- Best sellers: Which services or products made you the most money?

- Budget vs. actual: Where did you miss or exceed your targets?

Then use those numbers to set realistic revenue goals, build your budget, plan expenses, and forecast your cash flow for 2027.

Your 2026 numbers should help you decide what to do differently in 2027.

But you need accurate, up-to-date books to plan with accurate numbers, and that’s where we can help.

To learn more about our services, book a call using the link in our profile or comment “books” below.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

The right timing depends on your business, tax situation, and whether you’re actually ready to start operating.Have ques...
10/19/2026

The right timing depends on your business, tax situation, and whether you’re actually ready to start operating.

Have questions? Comment below!

Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

10/19/2026

November will be here before you know it!

Smart business owners don’t wait until year-end to get organized.

A little preparation now can mean fewer surprises and a smoother year-end.

Which one is on your to-do list?

Don’t just run your reports. Take a few minutes to actually review them!Here are the financial reports you should be rev...
10/19/2026

Don’t just run your reports. Take a few minutes to actually review them!

Here are the financial reports you should be reviewing regularly.

Your reports can tell you a lot about your business, but only if your bookkeeping is accurate and up to date.

Need help keeping your books and financial reports accurate?

Book a call using the link in our profile or comment “books” below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

Address

Brownsburg, IN

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13174567819

Website

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