Shoop Financial Services

Shoop Financial Services Helping you make more possible

The two are more connected than you might think.A personal budget can help you:- Understand how much you need to pay you...
07/10/2026

The two are more connected than you might think.

A personal budget can help you:

- Understand how much you need to pay yourself

- Plan for tax payments

- Know when you can reinvest profits back into your business

- Prepare for slow months in business

- Make better financial decisions

Your business budget matters.

But your personal budget matters too.

Do you currently use a personal budget alongside your business finances?

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

Not everything needs to be monetized.Some things are meant to be fun, relaxing, and just for you.
07/09/2026

Not everything needs to be monetized.

Some things are meant to be fun, relaxing, and just for you.

More revenue is great news, but it could also mean a larger tax bill.If your income has increased, you will need to:- Up...
07/08/2026

More revenue is great news, but it could also mean a larger tax bill.

If your income has increased, you will need to:

- Updating your estimated tax payments

- Reviewing whether your business structure is still the best fit

- Planning equipment or software purchases

- Maximizing retirement and HSA contributions if eligible

The sooner you plan, the more opportunities you may have to reduce surprises at tax time.

Need help with tax planning and tax strategy, or making sure your business is financially organized?

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

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

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.

Running a successful business starts with strong personal financial habits too.Which financial habit are you currently w...
07/06/2026

Running a successful business starts with strong personal financial habits too.

Which financial habit are you currently working on?

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!

Thinking about switching accounting software because of increased costs?Before you make the move, make sure you have a p...
07/03/2026

Thinking about switching accounting software because of increased costs?

Before you make the move, make sure you have a plan.

A software switch can be a great opportunity to save money, improve efficiency, and find a solution that better fits your business needs.

But it's also important to ensure your data is transferred correctly, your accounts are set up properly, and your financial records remain accurate.

Need help switching accounting software?

We can help with the setup, migration, cleanup, and ongoing bookkeeping support so you can make the transition with confidence.

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...
07/02/2026

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.

We're officially halfway through the year!Time for a quick business check-in:- Are you on track to hit your revenue goal...
07/01/2026

We're officially halfway through the year!

Time for a quick business check-in:

- Are you on track to hit your revenue goals?

- Have you reviewed your profit and loss recently?

- Is your cash flow healthy?

- Are your books up to date?

What is one goal you're working towards this month?

Not every business purchase is treated the same for tax purposes.Knowing the difference can help keep your books accurat...
06/30/2026

Not every business purchase is treated the same for tax purposes.

Knowing the difference can help keep your books accurate and avoid tax reporting mistakes.

Need help with tax planning and tax strategy, or making sure your business is financially organized? Book a call to learn more about our services

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

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Salt Lake City, UT

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Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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