Insights for Stewardship & Scale.

Bookkeeping is about more than just tax compliance—it’s about financial storytelling. Learn how the date, amount, and description of a transaction provide the clues needed to classify your expenses accurately, satisfying investors, grantors, and your own need for clarity.

Key Performance Indicators (KPIs) are the vital signs of your business—but most owners either track too many numbers or none at all. In this post, we explain what KPIs are, why they matter, and which examples are most useful for small businesses. You’ll see how a simple KPI dashboard can help you spot problems early, make better decisions faster, and stop waiting until year-end or tax time to find out how your business is really doing.

A solid annual budget is more than a spreadsheet—it’s your business’s financial game plan for the next 12 months. In this guide, we walk through how to forecast revenue, plan expenses, factor in taxes and profit, and stress-test your numbers so you can make confident decisions about hiring, investing, and growth. Whether you’re a solo operator or managing a small team, you’ll learn how to turn your budget into a practical tool you revisit all year long.

Financial statements don’t have to be intimidating. In this guide, we break down the three core reports every business owner should know—Profit & Loss, Balance Sheet, and Cash Flow—using simple language and practical examples. You’ll learn what each statement tells you, which numbers to focus on, and how to use them to make confident decisions about pricing, hiring, spending, and growth.

Invoices aren’t just paperwork—they’re how your business documents work, gets paid on time, and looks professional. In this post, we break down why every business should both send and receive invoices, what absolutely needs to be included on them, and a few simple upgrades that make your billing look polished and trustworthy.

You don’t need an LLC to start a business or deduct taxes. In most cases, the moment you start earning money with the intent to make a profit, you’re already a business owner. This post explains how sole proprietorships work, what expenses you can deduct without an LLC, when an LLC does make sense, and how to confidently get started today