Critical Bookkeeping Solutions

06/02/2026

✨ One Year in Business ✨

I can’t believe I’m writing this, I officially made it through my first year of owning my own business!

This past year has been full of growth, challenges, and so many lessons learned. I’ve truly come to understand what it means to wear all the hats, from client work to admin, marketing, IT, and everything in between. It hasn’t always been easy, but I can honestly say I have zero regrets about taking the leap.

None of this would have been possible without the incredible support system around me.

Thank you to my amazing clients who trusted me, my friends and colleagues who referred me, and those who showed up as sounding boards when I needed advice, encouragement, or just someone to listen. Your support means more than you know.
I’m so proud of how far I’ve come and even more excited about what’s ahead in year two!

I’m continuing to grow and take on new clients, so if you or someone you know is looking for a reliable bookkeeper, I’d love to connect.

Here’s to the next chapter!

We cater to the unique accounting challenges that small businesses face. Our mission is to help you restore order to your books and guide you toward a balanced, steady financial journey. Let us handle what we do best, so you can focus on what you love most.

01/14/2026

Some of the things you don't think about when you leave to start your own business, who are your kids going to sell girl scout cookies to?? So now I am doing the mom post for the first time as a new business owner. It's cookie season! The girls will happily deliver locally or there is a ship option if you are not local. It's cookie season!
Kathryn's: https://digitalcookie.girlscouts.org/scout/kathryn830886
Kensley's: https://digitalcookie.girlscouts.org/scout/kensley699866
Madisyn's: https://digitalcookie.girlscouts.org/scout/madisyn283810

That's right! You can order your favorite Girl Scout Cookies from me online, all while helping my troop and I do great things in our community and beyond! Check it out.

12/30/2025

*Tidbit Tuesday*

Close the Books, Open the Possibilities

The final week of the year isn't just for wrapping things up it's for looking forward with intention. Whether you're closing the books or just catching your breath, take a moment to celebrate your wins (big and small).

Year-End Tidbit:
➡️ Review your financial reports
➡️ Reflect on what worked and what didn’t
➡️ Set realistic goals backed by clear numbers
➡️ Leave behind what no longer serves your vision

Your books tell your story. Make sure they reflect the growth, grit, and heart behind your business.

Ready to walk into the new year with clean records and clear direction?

Contact Critical Bookkeeping Solutions today we’re here to help you start strong.

12/23/2025

*Tidbit Tuesday*

Numbers Can Wait - Today’s About People

As year-end approaches, we're usually crunching numbers, organizing reports, and prepping for tax season... but today, let’s hit pause.

This week's tidbit:
Make time for the people who make your journey meaningful: family, friends, clients, your community. The real “returns” come from laughter around a table, shared memories, and the joy of connection.

Whether you're celebrating big or keeping it cozy, we hope your season is filled with warmth, peace, and a touch of magic.

Happy Holidays from Critical Bookkeeping Solutions we’re grateful to be part of your story.

12/16/2025

*Tidbit Tuesday*

Tax Season Starts Now (Seriously!)

Tax prep isn’t just for April it starts before the holiday rush hits. A little organizing now = a lot less stress later.

Here’s your starter checklist:
✅ Gather income & expense reports
✅ Make sure accounts are reconciled (bank, credit card, PayPal, etc.)
✅ Track mileage & business travel (yes, it counts!)
✅ Confirm all 1099 eligible vendor payments and W-9s
✅ Organize receipts: digital and physical
✅ Review asset purchases for potential depreciation
✅ Flag any unusual one-time expenses or income
✅ Prep any payroll summaries for W-2 filings

Bonus tip: Handing a clean package to your CPA = faster filing, fewer questions, and possibly even lower fees.

Ready to make this tax season your easiest yet?

Contact Critical Bookkeeping Solutions today we’ll help you prep with confidence.

12/09/2025

*Tidbit Tuesday*

Vendor Management = 1099 Readiness Made Easy

When it comes to tax time, scrambling for vendor info is not the vibe. Here's how strong vendor management saves you time, stress, and potential penalties:

Collect W-9s early – Get them before paying vendors—not after January panic sets in
Track payments by vendor – Especially if non-employee totals hit $600+
Categorize expenses properly – Payments to contractors ≠ office supplies
Use accounting software filters – Tag 1099-eligible vendors all year long
Review vendor reports in December – Avoid chasing down missing details at the last minute

A tidy vendor list isn’t just for taxes it helps you budget better, monitor spend, and make smarter hiring decisions.

Contact Critical Bookkeeping Solutions today we’ll help your records stay polished and penalty proof.

12/02/2025

*Tidbit Tuesday*

Year-End Prep Checklist

Before you close the books and pop the champagne, let’s make sure your numbers are ready to roll into the new year. Here’s what to review before calling it a wrap:

✅ Reconcile all accounts – Bank, credit cards, PayPal, loans you name it
✅ Review expense categories – Are they accurate and consistent for tax prep?
✅ Verify income – Ensure all payments and invoices are recorded
✅ Update fixed asset records – Track purchases for depreciation
✅ Check payroll summaries – Align with year-end filings and W-2 prep
✅ Review loan balances & interest paid – For proper reporting
✅ Clean up aged receivables and payables – Know who owes what and clear the clutter
✅ Run financial reports – Profit & Loss, Balance Sheet, Cash Flow

Pro tip: Doing this now avoids tax-time panic and sets you up for smarter budgeting next year.

Ready for a stress-free year-end?

Contact Critical Bookkeeping Solutions we’ll help you close clean and confident.

11/25/2025

*Tidbit Tuesday*

Grateful for Good Data

This season, we’re thankful for more than pumpkin pie and stretchy pants we’re thankful for clean books, clear numbers, and clients who care about accuracy.

Why good data deserves gratitude:
✅ It makes tax season smoother
✅ It powers smarter decisions
✅ It keeps your business running with confidence
✅ And yes it saves you from the dreaded “what was this charge again?” moment

Behind every tidy spreadsheet is a story of growth, persistence, and purpose. So here’s to celebrating that too.

Wishing you a cozy, connected, and number-friendly Thanksgiving!

Contact Critical Bookkeeping Solutions today we bring clarity to your numbers.

11/18/2025

*Tidbit Tuesday*

What Is a Trial Balance?

Think of it as your financial spellcheck. Before you run reports, file taxes, or hand things off to your accountant, a trial balance makes sure your books are behaving.

What it actually is:
A trial balance lists all your ledger accounts (assets, liabilities, equity, income, and expenses) along with their ending balances—so you can confirm that:
✅ Debits = Credits
✅ Nothing sneaky slipped through the cracks
✅ Your financial foundation is rock solid

Why it matters:
- Catches data entry errors, duplicates, or forgotten transactions
- Flags issues before you generate financial statements
- Helps prevent misstatements in income, expenses, or account balances
- Creates a clean slate for end-of-month or year-end closing

Bonus tip: Think of the trial balance as your bookkeeping’s final dress rehearsal get it right, and the spotlight’s all yours.

Contact Critical Bookkeeping Solutions today let’s close the loop with clarity and confidence

11/11/2025

*Tidbit Tuesday*

Sleigh the Spikes—Holiday Bookkeeping Tips for E-Commerce

The holiday season brings more than just cheer it brings data drama for e-commerce businesses. Sales surge, expenses ramp up, and your books need to keep up.

Here’s how to track it all with clarity:
Use separate categories for seasonal marketing spend – Promo ads, boosted posts, influencer deals
Tag holiday inventory purchases – Keep these distinct from standard stock
Track sales by date or campaign – Helps evaluate which promotions performed best
Flag shipping & fulfillment costs – Seasonal surcharges can sneak in
Monitor payment processor fees – Higher volume = higher fees (Stripe, PayPal, etc.)
Watch for return/refund spikes – Protect your profit margins

Comparing year-over-year holiday data gives you insights for smarter planning next season.

Ready to unwrap clearer numbers this holiday?

Contact Critical Bookkeeping Solutions today we’ll help your e-commerce finances stay festive, not frantic.