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Financial Planning Made Simple: How To Set Your 90 Day Money Goals

By Kaylee Spinhirn | April 6, 2021
How to set 90 day money goals

UPDATED for 2026 Do you know where you want to be with your money in 90 days? Sure, you might have some idea of how much you want to save, spend, or invest in the next quarter. But is it easy for you to make a plan that leads you in the right direction, and…

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What Your CPA Isn’t Doing For You (and 6 important questions to ask them NOW)

By Kaylee Spinhirn | November 2, 2020
What Your CPA Isn't Doing For You

UPDATED for 2025 Do you have a CPA working for you? Maybe you believe that that fancy title and status guarantees that all of your accounting and tax-filing bases are covered. But I’ve been in the business long enough to know that there might be some things your CPA isn’t doing for you. The thing…

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Is Your Bookkeeper Stealing From You? 4 Red Flags (and how to prevent them)

By Kaylee Spinhirn | August 16, 2020
Is Your Bookkeeper Stealing From You?

UPDATED for 2026 Now, let’s be real. The odds that your bookkeeper is stealing from you are pretty low. If you take the time to properly vet all of your candidates, and keep high standards and internal controls, you should be OK.  Still, there is always a chance that someone you thought you could trust…

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