Sun Bookkeeping & Consulting, Inc.

10/23/2026

Your Chart of Accounts may not be the most exciting part of bookkeeping—but it plays an important role in keeping your financial records organized.

Think of it as the framework that tells your bookkeeping system where different financial transactions belong.

A properly organized Chart of Accounts helps you:
📊 Create clearer financial reports
🔎 Understand where money is being spent
📈 Track income more accurately
💡 Make better business decisions

When accounts are too broad, too detailed, or incorrectly categorized, it can make your financial reports harder to understand.

Good bookkeeping starts with putting the right transactions in the right places.

10/20/2026

When was the last time you reviewed your pricing?

It's easy to keep charging the same amount year after year—but your business costs may not be staying the same.

Supplies change.
Labor costs change.
Technology costs change.
Operating expenses change.

Your pricing should be reviewed periodically to make sure it still makes sense for your business.

Before setting or changing your prices, take a look at the numbers behind the work.

The right price isn't just about what customers are willing to pay. It's also about what your business needs to operate sustainably.

10/16/2026

Today is Boss's Day, and we're celebrating the people behind the businesses—the owners, leaders, and entrepreneurs who keep things moving.

Running a business means making decisions every day, solving unexpected problems, supporting your team, serving your customers, and continuing to move forward even when things don't go according to plan.

To every business owner doing their best to build something meaningful:
Happy Boss's Day! 👏

Your hard work matters.

10/15/2026

📅 October 15 is an important tax deadline for many taxpayers and businesses that received an extension.

If you were granted an extension, don't let the extra time turn into another last-minute deadline.

Make sure your financial records and supporting documents are organized and ready for your tax professional.

Depending on your business structure and tax situation, filing requirements can vary, so be sure to confirm your specific deadline and requirements with your tax professional.

A deadline is easier to manage when your books are ready ahead of time.

10/12/2026

A strong business doesn't only focus on what it earns—it also prepares for what could happen next.

Today is National Savings Day, making it a great opportunity to think about your business savings strategy.

A financial cushion can provide valuable flexibility when unexpected expenses come up, business slows down, or an opportunity requires additional funds.

You don't have to build your savings overnight.
Start with a goal.
Set aside what you can.
Make it consistent.
Let it grow over time.

💰 Building savings is not just about preparing for problems. It's about creating options for your business.

10/12/2026

Today, we recognize Columbus Day and the spirit of exploration, discovery, and new possibilities.

In business, moving forward often means being willing to explore new ideas, learn from experience, and look for better ways to grow.

May this day be a reminder that progress often begins with taking the next step.

Wishing you a meaningful Columbus Day from Sun Bookkeeping & Consulting.

10/09/2026

Not every business expense behaves the same way.

Understanding the difference between fixed and variable expenses can give you a clearer picture of how your costs respond to changes in your business.

Fixed expenses generally stay consistent from month to month, while variable expenses can increase or decrease depending on your sales or business activity.

Why does this matter?

Because knowing how your expenses behave can help you:
✔️ Build more realistic budgets
✔️ Prepare for changes in business activity
✔️ Understand your cost structure
✔️ Make more informed pricing and spending decisions

The more you understand your expenses, the easier it becomes to plan ahead.

10/08/2026

You created a budget—but are you checking how your actual results compare?

A budget gives you a plan. Your actual numbers show you what really happened.

When you compare the two, you can spot important differences:
📈 Revenue came in higher—or lower—than expected.
💳 Expenses were greater than planned.
📉 Certain costs may be increasing.
🎯 Some goals may need to be adjusted.

Budgeting isn't about getting every number exactly right.

It's about using the information you have to recognize what's changing and make better decisions along the way.

Your budget is the plan. Your actual numbers tell you whether you need to adjust the plan.

10/03/2026

October is Financial Planning Month—a perfect reminder that your financial information should do more than sit in a report.

Your numbers can help you make decisions about where your business is going.

Financial planning can help you prepare for upcoming expenses, set realistic goals, identify opportunities, and make more informed decisions about growth.

The goal isn't to predict everything perfectly.

It's to understand where you are today so you can make better choices about where you're going next.

📊 Good bookkeeping tells you what happened. Financial planning helps you decide what happens next.

10/03/2026

We’re excited to have our founder, Jaclyn Torrey, presenting QuickBooks Made Simple through BRAG Advisory Group! ☺️

This webinar is perfect for small business owners, nonprofit organizations, and anyone looking to feel more comfortable using QuickBooks. She’ll cover the basics and share practical tips to help make QuickBooks feel a little less overwhelming.

📅 October 6th
⏰ 12:00–12:30 p.m.

We’d love to see you there!

QuickBooks Made Simple: What Every Small Business Owner Should Know

Sound familiar?
❌ "My books are always behind."
❌ "My QuickBooks does not match my bank."
❌ "I do not know if I am actually making money."

You are not bad at this. QuickBooks just does not do as much on its own as people think. It cannot tell a business expense from a personal one, and it will not reconcile itself.

Jaclyn Torrey of Sun Bookkeeping & Consulting is breaking it all down in 30 minutes. Why your books matter, what QuickBooks actually does, how to set it up right, and when it is time to get help.

Plus her six-step monthly checklist you can start using the same day.

🗓 Tuesday, October 6
⏰ 12:00 to 12:30 p.m. EST
💻 Free on Zoom, with live Q&A

Grab your seat: https://bragadvisors.com/resources/quickbooks-made-simple-with-jaclyn-torrey/