Grace & Growth Financial Services - formerly Overman Bookkeeping, PC

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Grace & Growth Financial Services - formerly Overman Bookkeeping, PC

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09/03/2026

September Dates to Know
Mark your calendar for these upcoming deadlines and reminders:

📅 September 7: Labor Day (federal holiday)

📅 September 15: Extended filing deadline for calendar-year partnerships (Form 1065) and S corporations (Form 1120-S); Q3 estimated tax payments are also due.

📅 September 30: End of Q3. Plus, the deadline for eligible federal student loan borrowers to enroll in autopay to receive the temporary 1% interest-rate reduction through June 30, 2028 (Refer to Federal Student Aid's official website for more details).

Save this post as a reminder, and share it with someone who may need one of these dates!

09/02/2026

🚩 Financial red flags don't always mean something is wrong, but they can signal that it's time to take a closer look.

In our latest article, learn about common warning signs in your business's numbers, what they may mean, and practical steps you can take when you spot one.

09/01/2026

Here are a few recent updates and reminders we thought were worth sharing:

📋 BOI Reporting Update
FinCEN recently finalized its rule exempting U.S. companies from Beneficial Ownership Information (BOI) reporting requirements, making permanent the exemption introduced under last year's interim rule.

🎓 Federal Student Loan Autopay Reminder
Certain federal student loan borrowers who enroll in autopay by September 30 may qualify for a temporary 1% interest rate reduction through June 30, 2028. If you have federal student loans, check your account or Federal Student Aid to learn more.

💰 Social Security Outlook
According to the 2026 Trustees Report, Social Security's retirement and survivor trust fund is projected to deplete its reserves in 2032 if no changes are made. While that's understandably concerning, it's also a reminder of the importance of planning for your financial future now, one step at a time.

Have questions about any of these updates? We're happy to help.

08/31/2026

Fall has a way of filling up the calendar. Before it does, take a little time for a financial reset.

Reviewing your budget, checking in on your financial goals, or making a plan for the months ahead can help you head into a busy season with greater confidence.

If you've been thinking about financial coaching, now is a great time to take that first step. Schedule a free consultation to learn more.

08/28/2026

💡 Quick Excel Tip

Need to total expenses for just one location without manually sorting your spreadsheet?

Try the SUMIF formula! Just replace LocationRange and AmountRange with the actual cell ranges from your spreadsheet:

=SUMIF(LocationRange,"Dallas",AmountRange)

In this example, this tells Excel to add only the amounts where the location is Dallas.

One simple formula can save you a lot of time. Follow us for more practical bookkeeping and business tips.

08/25/2026

Don’t mind us, just daydreaming about our trip to Maine while we melt in Texas’s 100+ degree temperatures... ☀️🥵

Here are a few more snapshots from our July adventure! ⛵

08/24/2026

These common bookkeeping mistakes can lead to bigger problems down the road...

Based on our most recent article, this post highlights several bookkeeping mistakes we commonly see that can have unintended consequences for your business.

Remember, your financial statements are only as accurate and helpful as the information behind them.

For a deeper dive into these mistakes and how to avoid them, read our latest article, "Garbage In, Garbage Out: Why Common Bookkeeping Mistakes Matter," on our website.

08/21/2026

Entrepreneurs, this day is for you! 🎉

On World Entrepreneurs' Day (and every day), Grace & Growth Financial Services is proud to support those who took a chance on starting their own businesses.

We know it isn't always easy. You're often wearing multiple hats, juggling responsibilities, and making countless decisions along the way.

We're grateful to be part of your journey, and we look forward to continuing to support you as your business grows.

08/20/2026

Truth is, many people were never taught the financial skills they wish they had today.

That doesn't mean you're incapable. It simply means there are some things we have to learn as we go.

Just like you might turn to a doctor, plumber, or trusted mentor for guidance in other areas of life, it's okay to ask questions about your finances, too.

Financial coaching offers encouragement, accountability, and practical guidance - so you don't have to figure it all out alone.

Schedule a free consultation to learn more.

08/17/2026

It's National Nonprofit Day! 💜

If you're already serving in the nonprofit space, thank you for your hard work and commitment to making our communities and our world a better place.

If you're passionate about a cause and considering starting your own nonprofit, we've put together a list of important things to consider before you get started. Swipe through to learn more!

Address

Dallas, TX

Telephone

+12142678498

Website

https://gracegrowthfinancial.com/, https://calendly.com/morgan-gracegrowthfinancial/financial-coaching-consultation, htt

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