Growing Into Something New: Overman Bookkeeping’s Transformation
Originally published December 1, 2025 If you read our October newsletter, you may remember we hinted at some exciting upcoming changes. After…
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Estimated Taxes for Small Business Owners: What You Need to Know
Tax season may be over, but small business owners still need to stay proactive about taxes throughout the year. Learn how estimated tax payments work, common mistakes to avoid, upcoming deadlines, and how planning ahead can help reduce stress and surprises later.
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What to Do After Tax Season: Next Steps for Individuals and Businesses
What to do after tax season: Review your return, adjust your strategy, and stay on track for the year ahead with these next steps.
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Trump Account Explained
One of the many changes brought about by the One Big Beautiful Bill Act was the creation of the “Trump Accounts” program…
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What is a Financial Coach?
Have you ever caught yourself thinking: Or, maybe money just feels stressful and heavy, like it’s controlling you instead of the other…
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Do I Need a Bookkeeper If I Already Use QuickBooks?
Wondering “Do I need a bookkeeper”? QuickBooks handles the basics, but a bookkeeper ensures accuracy, insight, and peace of mind for small businesses.
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How to Use SUMIF in Excel (With Step-by-Step Example)
Learn how to use SUMIF in Excel to quickly total data by category. This formula can help small businesses understand and manage their financial data.
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7 Things to Consider Before Starting a Nonprofit
Passionate about a cause? Discover key things to consider before starting a nonprofit, from purpose and structure to compliance and ongoing reporting.
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Is Your Hobby Secretly a Business? Understand IRS Rules Before You Deduct
Wondering if your hobby counts as a business? Learn how IRS rules apply, why your intent matters, and what steps to take to treat your activity professionally.
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Lost in the Paper Pile? A Small Business Guide to Record Retention and Digital Archives
Get clarity on record retention for small businesses: what to keep, how long to keep it, and how to organize and store your business’s paper and digital records.
