If You Don’t Read the Reports, You May Be Trusting the Wrong Numbers (for small medical practices)
Once a month, open the P&L and the Balance Sheet. Check whether the lines match the practice you actually run.
Contractor Invoices and Job Files: What to Keep and What Gets You Paid
The app sent the invoice. The glove box kept the receipts. Here is what belongs in the job file so you actually get paid and the books can explain the year.
What an LLC Protects (and What It Doesn’t)
An LLC (Limited Liability Company) can put a wall between business problems and your personal assets. It is not a force field. Here is what it covers, what it doesn’t, and 10 questions to ask before you choose.
Owner’s Draw ≠ Business Expense (For solo medical practices and small contractors)
Many solo medical practices and small contractors mix personal and business expenses in QuickBooks, making it hard for their tax accountant to spot deductible items. Learn a simple way to keep everything clean while still capturing medical premiums, retirement contributions, and vehicle costs for year-end tax planning.
The Quiet Cost of Pocketing Those Cash Payments
Many small business owners pocket cash payments to keep their tax bill lower. It feels practical in the moment, but it can quietly limit financing, growth, retirement savings, and help when life suddenly changes.