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

April 3, 2023

Is filing a tax extension the right move for you?

Read more

March 27, 2023

How to Price Your Services

Read more

March 13, 2023

How to Tell If Your Business Is Doing Well

Read more

March 6, 2023

10 Red Flags to Avoid an IRS Audit

Read more

February 20, 2023

5-Step Roadmap to a Profitable Year

Read more

February 13, 2023

Get Organized for Tax Season in 3 Simple Steps

Read more

February 6, 2023

5 Ways to Boost Your Business Cashflow in 2023

Read more

January 24, 2023

Tips to Keep Your Finances Organized Before Tax Season

Read more

January 17, 2023

Creating an Abundance Mindset for 2023

Read more

Get In Touch

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