08/21/2026
I didn’t wake up one day and decide to start a bookkeeping business. It took almost a decade, 3 jobs, and one really frustrating tax season to get here.
When I worked at a bank, I watched business owners come through the door all the time. Some had their financial house in order, some very much didn't. You could tell within minutes which was which.
Then I worked at a nonprofit with more moving parts than you'd believe. Grants, programs, restricted funds, multiple everything. I learned firsthand how quickly things spiral when the financial side isn't buttoned up (and how much smoother everything runs when it is).
>>>>But the real turning point came when I was a tax preparer.
Every tax season, I'd sit across from business owners who wanted to do the right thing, but simply didn't have their information together.
Not because they were careless, but because they were busy running a business.
But that meant they'd spent an entire year (at least) flying blind, with no idea what their profit was, what they owed, or where their money had actually gone. By the time they sat down with me, it was already too late to fix any of it. We were just documenting the damage.
That's the moment everything clicked for me. The best way I could help people wasn’t at tax time; it was during the rest of the year, making sure that tax time wouldn’t be a surprise waiting to happen.
So I made the switch. Instead of helping people clean up the aftermath once a year, now I help them understand their finances all year long.
That's the whole reason CAS Bookkeeping exists... because if you wait until tax season to find out how your business is doing, it’s already too late.
