Bernadette Smith, CPA PLLC

01/01/2026

Is your year-end bookkeeping ready to go?

Tax season is just around the corner! Get ahead with this quick checklist to wrap up your year with confidence:

1️⃣ Reconcile accounts – Double-check your books against bank and credit card statements to catch any discrepancies or missed transactions.
2️⃣ Organize receipts & invoices – Make sure all your paperwork is in order for smooth expense tracking and deductions.
3️⃣ Review outstanding invoices – Follow up on unpaid invoices to secure your cash flow.
4️⃣ Update your asset list – Keep an accurate record of business equipment, vehicles, and other assets for depreciation calculations.
5️⃣ Check payroll & benefits – Verify employee payments, hours, and benefits to avoid year-end payroll surprises or compliance issues.
6️⃣ Plan for year-end expenses – Identify any last-minute investments or expenses that could maximize your deductions.

Need help? Get in touch - [email protected]

12/02/2025

08/19/2025

Guess who just went PLATINUM?! (Nope, not a pop star... but close!)
Bernadette Smith, CPA just snagged the Platinum Award in the Accountant & Accounting Firm category from Community Votes - Duluth.

A huge shoutout to all our amazing clients, friends, and community who voted and believed in us (even during tax season 😅). This shiny little win means the world!

Thank you for letting us turn your financial chaos into calm, one spreadsheet at a time.

Official 2025 Community Voting Awards Platform for Duluth, MN. Where the community votes for their favorites every year.

05/30/2025

When Should You Hire Someone to Do Your Books?

Funny but true: As soon as the business bank account is open—and definitely before you start using your personal Venmo for “just one little expense.”

Real talk: It’s time to bring in a bookkeeper (or outsource it) when:

✅ You’re too busy to stay on top of your numbers
✅ You’re not sure if you’re actually making money
✅ You want to make smarter decisions with real financial data
✅ Tax time = total chaos
✅ You’re an S-Corp, Partnership, or C-Corp without a bookkeeping background
✅ You’d rather grow the business than categorize transactions
✅ You’ve got multiple accounts that need to be tracked and reconciled

We help business owners clean up their books, stay organized, and feel confident in their numbers—whether it’s full-service bookkeeping, monthly/quarterly reviews, or just making sure things are on track.

📚 Need help with your books? Send us a message—we’re happy to help!

04/25/2025

🧾✨ Tax Season's Over... Now What? ✨🧾

Breathe a sigh of relief—another tax season is behind us! 🙌 But now is the perfect time to tackle the next big thing: getting your books in order.

✅ Catch up on transactions
✅ Clean up accounts
✅ Set up systems that actually work for your business
✅ Get ready for a smoother year (and next tax season!)

At Bernadette Smith, CPA, we specialize in helping small businesses like yours clean up the books, streamline accounting processes, and make sense of the numbers. Let’s set you up for success in Q2 and beyond!

📅 Schedule a free consult
📩 Message us today
📞 Or give us a call—we’re here to help!

Let’s make this the year your finances feel under control. 💼📊

02/21/2024

Check out my blog post!

Simplify your tax season: 5 steps for business owners February 14, 2024 By Bernadette Smith, Licensed CPA and EFund Expert Network provider Tax season can feel a bit overwhelming for many business owners. It’s a scramble full of form-filling, document-hunting and nail-biting. But with a little pre...