Annette Bevers, CPA

Annette Bevers, CPA I help small and mid-sized businesses efficiently run the accounting aspects of their business to al

I love to find ways to use accounting technology to help my clients’ businesses thrive. My mission is to help small and mid-sized businesses efficiently run the accounting aspects of their business to allow them to focus on what matters to them. I have over 20 years experience working in the accounting field with small and mid-size businesses. I am a CPA certified in the state of California and a certified QuickBooks expert.

Many business owners see a large bank balance and assume they have money to spend.That's where problems can start.Your b...
07/20/2026

Many business owners see a large bank balance and assume they have money to spend.

That's where problems can start.

Your bank balance doesn't tell you:

- Upcoming quarterly tax payments

- What sales tax obligations are due

- How much is needed for payroll

- Which bills are coming up

- What credit card or loan payments still need to be made

When you don't track your numbers, it's easy to upgrade software, hire too early, or make a big purchase, only to realize that money was already spoken for.

Your bank balance is just one number.

Your financial reports tell the full story.

Need help tracking your numbers better and making confident financial decisions?

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

Your bookkeeping should help you understand your business, not create more stress.Need help getting your books organized...
07/17/2026

Your bookkeeping should help you understand your business, not create more stress.

Need help getting your books organized or caught up?

We help business owners stay organized, understand their numbers, and feel more confident about their finances.

Book a call using the link in our profile or comment “books” below.

Your accounts receivable can reveal cash flow issues before they become bigger problems.Pay attention to:- Total outstan...
07/15/2026

Your accounts receivable can reveal cash flow issues before they become bigger problems.

Pay attention to:

- Total outstanding invoices

- Average time it takes customers to pay

- Overdue invoices

- Customers with recurring late payments

- Percentage of receivables that are past due

The goal isn't just making sales.

The goal is getting paid on time.

Having a clear accounts receivable process can help you collect payments faster and improve cash flow.

Need help tracking your numbers, reviewing financial reports, or staying on top of your bookkeeping?

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

Found this helpful? Follow us for more business, bookkeeping, tax, and financial tips.

Swipe to see how monthly bookkeeping and year-end cleanup can lead to very different outcomes for your business.Monthly ...
07/13/2026

Swipe to see how monthly bookkeeping and year-end cleanup can lead to very different outcomes for your business.

Monthly bookkeeping helps you stay proactive instead of reactive.

That's a big difference when it comes to running a successful business.

Looking for monthly bookkeeping support? Send us a message!

Need a bookkeeping cleanup? Send us a message to schedule your cleanup.

Paying yourself regularly can help you:- Helps you stay compliant with tax requirements (depending on your business stru...
07/10/2026

Paying yourself regularly can help you:

- Helps you stay compliant with tax requirements (depending on your business structure)

- Create a more predictable income

- Plan for tax payments

- Create clear boundaries between personal and business finances

- Prevent burnout from constantly sacrificing your own financial needs

The key is knowing your numbers so you can build a profitable, sustainable business that supports both your goals and your income.

Behind on tracking your finances?

Getting caught up now can help you make better decisions, reduce stress, and stay on top of your numbers.

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

Before you make a big purchase, hire a new employee, or invest in growth and marketing, you need clarity from your numbe...
07/08/2026

Before you make a big purchase, hire a new employee, or invest in growth and marketing, you need clarity from your numbers.

Ask yourself:

- Is my business consistently profitable?

- Do I have enough cash flow to support this investment?

- Will I still be able to cover taxes, payroll, and other expenses?

- Do I have an emergency reserve?

- What is the expected return on this investment?

- Is this a need or a want right now?

Your bank balance only tells part of the story.

Your financial reports provide the clarity you need to make confident business decisions.

Need help understanding your numbers and making informed financial decisions?

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

Noticing your expenses creeping up? Here's what to do next.- Review your profit and loss report- Make sure all expenses ...
07/06/2026

Noticing your expenses creeping up? Here's what to do next.

- Review your profit and loss report

- Make sure all expenses are being categorized correctly

- Identify which expense categories have increased

- Compare expenses to previous months

- Look for software, subscriptions or services you're no longer using

- Review vendor pricing and contracts if needed

- Adjust your prices if your costs have fundamentally increased

The sooner you identify what's driving the increase, the easier it is to take action.

Need help tracking expenses, reviewing your financial reports, or keeping your bookkeeping up to date?

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

Happy  !Hard work matters, but so does building a business that gives you room to breathe, grow, and enjoy the journey.W...
07/05/2026

Happy !

Hard work matters, but so does building a business that gives you room to breathe, grow, and enjoy the journey.

What is one thing you've accomplished in your business this year that you're proud of?

This year marks the 250th anniversary of the United States, honoring the courage, vision, and determination that helped ...
07/04/2026

This year marks the 250th anniversary of the United States, honoring the courage, vision, and determination that helped shape our nation.

Today we celebrate freedom, opportunity, and the hard work that helps build strong communities and businesses.

We hope you enjoy some well-deserved time to relax and celebrate.

How are you celebrating today?

Comment below!

Good accounting helps you understand your numbers, make better decisions, stay compliant, and feel more confident about ...
07/03/2026

Good accounting helps you understand your numbers, make better decisions, stay compliant, and feel more confident about your business finances.

You don't need to become an accounting expert.

That's what we're here for!

Need help with bookkeeping, accounting, or a cleanup project?

We'd love to help!

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

beverscpa.com

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Dublin, CA

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