Count on Patty

Count on Patty Helping coaches gain clarity and control over their finances by outsourcing their bookkeeping. READY TO LEARN MORE?

Managing the bookkeeping side of your business can be a challenge. You know you need to get the right processes in place to increase your profits and reduce your taxes but you just don't have the time. We specialize in helping coaches increase their profits and reduce their taxes through our bookkeeping service. We handle the bookkeeping side off your business, allowing you to focus on handling ev

erything else. Send us a message directly here on Facebook or visit our website at www.countonpatty.com

Falling behind on your bookkeeping doesn’t mean you’re bad at business. It usually means you’ve been busy running one.Th...
09/03/2026

Falling behind on your bookkeeping doesn’t mean you’re bad at business. It usually means you’ve been busy running one.

The longer you avoid your books, the more intimidating they may feel, but they aren’t going to get easier by sitting unopened.

Start with one account. One month. One small step forward.

You don’t have to fix everything today. You just have to stop letting the fear of how far behind you are keep you from beginning.

What’s one small bookkeeping task you could finally check off this week?

Experience teaches you that bookkeeping problems rarely appear overnight. More often, they begin as small inconsistencie...
09/02/2026

Experience teaches you that bookkeeping problems rarely appear overnight. More often, they begin as small inconsistencies or patterns that are easy to overlook when you’re busy running a business.

Here are a few I watch for as :

1. The expenses that keep creeping up.

One charge may not seem significant—but recurring increases can quietly cut into your profit.

2. The clients who consistently pay late.

A pattern of overdue invoices can quickly become a cash flow problem.

3. The transactions that don’t look quite right.

Duplicates, incorrect categories and missing information can all affect the accuracy of your reports.

4. The numbers that don’t match the story.

Your business may feel busy and successful—but your reports reveal whether that activity is actually profitable.

A good bookkeeper doesn’t simply enter transactions and hand you a report. We know what to watch for, what questions to ask and when something deserves a closer look.

Because the sooner you notice what’s happening in your numbers, the more options you have to address it.

Which of these warning signs would be easiest to overlook in your business?

09/01/2026

Late payments usually aren't about a lack of money...

They're about a lack of systems.

When your bookkeeping is up to date, it's much easier to stay on top of:
✔️ Vendor bills
✔️ Credit card payments
✔️ Recurring subscriptions
✔️ Cash flow
✔️ Upcoming expenses

Instead of wondering, "Did I already pay that?" you'll know exactly where your business stands.

Outsourcing your bookkeeping doesn't just save you time—it helps create financial routines that keep your business running efficiently.

💬 Have you ever found an unpaid bill weeks after it was due? It happens more often than you think.

Be honest: When was the last time you opened QuickBooks or checked your financial spreadsheets? 🤓If it’s been a while, t...
09/01/2026

Be honest: When was the last time you opened QuickBooks or checked your financial spreadsheets? 🤓

If it’s been a while, these three steps will show you exactly where your books stand:

Step 1: Do a brain dump 🧠

List every financial area of your business—bank accounts, loans, vendors, clients, employees, contractors and taxes.

Step 2: Gather your documents 📃

Check your mail, email, receipts, cloud storage, bank accounts, PayPal, Stripe and anywhere else financial information may be hiding.

Step 3: Check your records 🗂️

Compare those documents with your software or spreadsheets. Look for:
The date of your last entry
The date of your last reconciliation
The last “normal” month on your 2026 P&L

Before you know it, you’ll have a clear roadmap for getting your books caught up, before tax season sneaks up on you!

When was the last time you checked your books: this week, this month or longer than you’d like to admit? 😬

As August wraps up, consider this your reminder: you don’t have to wait until tax season to take a closer look at your b...
08/31/2026

As August wraps up, consider this your reminder: you don’t have to wait until tax season to take a closer look at your books.

My clients trust me to keep an eye on the details, answer the questions they’re afraid to ask and help them feel more confident about the financial side of their business.

No judgment. No confusing accounting talk. Just honest support from someone who truly cares about your business.

What’s one bookkeeping question you wish you had a safe place to ask? 👇

Are you traveling for your business this year?Great! Now here’s the more important question:How well are you keeping tra...
08/27/2026

Are you traveling for your business this year?

Great!

Now here’s the more important question:
How well are you keeping track of the expenses that come with the trip?

Even a short conference, training or client visit can include several ordinary and necessary business expenses.

When you don’t document them properly, they’re much easier to overlook later.

Depending on your trip and circumstances, expenses may include:
🚙 Transportation
Airfare, train or bus tickets, rental cars, rideshares, business mileage, tolls and parking
🧳 Travel-related fees
Baggage fees and shipping business materials
🛎️ Lodging
Hotel costs and qualifying service tips
🍽️ Meals
Business-travel meals and related tips, which are generally subject to deduction limits
📱 Business needs
Business calls, internet access and other necessary communication expenses
🧺 Additional expenses
Conference registration, printing, dry cleaning and laundry during qualifying business travel

A few reminders:
✅ Document the date, amount, location and business purpose of your expenses.
✅ Keep receipts for all lodging expenses and generally for other expenses of $75 or more.
✅ Save the smaller purchases, too. A few parking fees and tips can add up quickly.
✅ Digital copies are helpful, provided the records are complete, accurate and legible.

And remember: adding a work meeting to a personal vacation doesn’t automatically make the entire trip deductible.

Business travel must meet specific requirements, so always discuss your individual situation with your tax professional.

Are you good about recording travel expenses immediately—or are there receipts hiding in your suitcase right now?

Some of my client relationships have lasted more than 15 years, and it isn’t because they’re unusually passionate about ...
08/26/2026

Some of my client relationships have lasted more than 15 years, and it isn’t because they’re unusually passionate about reconciliations.

It’s because our relationship goes far beyond bookkeeping.
When you work closely with someone’s business for years, you see the victories, the difficult seasons, the big decisions, and the moments when they’re questioning everything.

You become someone they can trust to listen, provide perspective, remember the details, and tell them the truth when they need to hear it.

Yes, I take care of the numbers. But I also care deeply about the person and the business behind them.

That level of trust is something I never take for granted.

What quality matters most to you in someone you trust with your business?

08/25/2026

Your bookkeeper shouldn't just tell you what happened with your money.

Your numbers should help you decide what happens next.

Should you hire?
Raise your prices?
Invest?
Cut expenses?
Take more money out of the business?

Those decisions are a lot easier when you actually know what your business is doing financially.

Your bank balance tells you how much money is sitting in the account.

Your bookkeeping tells you why it's there—and what that information can mean for your business.

That's why I don't believe bookkeeping is just about keeping things organized.

It's about giving business owners the information they need to make smarter decisions.

💬 What's one business decision you wish you felt more confident making? Share 👇

The systems, habits and routines that worked when you first started your business may not be the ones that support where...
08/25/2026

The systems, habits and routines that worked when you first started your business may not be the ones that support where you’re going next.

That doesn’t mean you did anything wrong.

It means your business is growing and the way you run it may need to grow, too.

Sometimes the next step is not working harder. It’s creating better processes, asking for support and letting go of the belief that you have to keep doing everything the way you always have.

What’s one part of your business that no longer fits the season you’re in?

Reconciliations matter, but they’re only one piece of the work I do for my clients.I’m also looking for the things hidin...
08/24/2026

Reconciliations matter, but they’re only one piece of the work I do for my clients.

I’m also looking for the things hiding behind the numbers:

🫣 Patterns that could affect cash flow.
🫣 Expenses that need a closer look.
🫣 Processes that are creating unnecessary work.
🫣 Questions you should be asking before making your next decision.

After decades of working with business finances, I know that clean books are not the finish line. They’re the foundation for understanding your business and moving forward with greater confidence.

When was the last time you looked beyond your balances and asked what your numbers were actually telling you?

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Long Branch, NJ
07740

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