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

June 19, 2023

How To Conduct A Mid-Year Budget Review

Read more

June 12, 2023

How to Build a Business Emergency Fund in 8 Steps

Read more

June 5, 2023

5 Step to Conduct a Mid-Year Financial Assessment

Read more

May 22, 2023

5 Important Things to Do After Tax Season for Owners

Read more

May 15, 2023

Is Outsourcing the Right Option to Grow Your Business?

Read more

May 8, 2023

5 Financial Reports You Should Track For Your Business

Read more

April 24, 2023

How Technology is Changing Bookkeeping for Small Businesses in Hawaii

Read more

April 17, 2023

Four Tips for Spring Cleaning Your Bookkeeping

Read more

April 10, 2023

Avoid These Common Mistakes When Filing at the Last Minute

Read more

Get In Touch

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