Upstream Blogs

Common Budgeting Mistakes Business Owners Make

Business budgeting is just as important as personal budgeting because your business is what funds your personal life. If your business finances are not managed well, it becomes very difficult to pay yourself consistently, save, or plan ahead personally.We see this often with clients. When there is no clear budget in the business, it becomes harder to pay yourself consistently, plan ahead, or feel confident about your financial decisions.

Read more

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

One of the biggest challenges we see with business owners is not knowing where their money should be going each month. We have worked with many clients who were bringing in good revenue but still felt stressed because they were unsure how much to spend, how much to save for taxes, and whether they were actually making a profit. Once we helped them break their numbers into simple percentages, everything started to feel more clear and manageable.

Read more

Elevate Your Business with SMART Goals

Read more

How to find the Right Bookkeeper for Your Business

Read more

Three Financial Statements That Every Business Owner Needs To Understand

Read more

What Your Business Needs to Succeed in 2024

Read more

November 20, 2023

Month-End Bookkeeping Tips for Small Businesses

Read more

November 13, 2023

Enjoy the Holidays with These Budgeting Tips for Small Business Owners

Read more

November 6, 2023

8 Ways to Manage Overwhelm as a Small Business Owner

Read more

October 31, 2023

How Accurate Numbers Can Increase Your Business'​ Value

Read more

October 16, 2023

How to Prepare Your Business for a Successful 4th Quarter

Read more

Get In Touch

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.