April Blog Series Recap: From DIY to Financial Clarity

Hey there, business owners! If you’ve been following along this April, you know we’ve been diving deep into the world of bookkeeping for service-based businesses. Whether you’re still doing your own books or thinking about making a change, this series is for you. Let’s recap what we covered, post by post:

1. DIY Bookkeeping: Is It Holding Back Your Business Growth?

We kicked off the month by talking about the realities of DIY bookkeeping. Sure, handling your own books makes sense when you’re just starting out—it’s cost-effective, and you get to know your numbers up close. But as your business grows, those spreadsheets can turn into a headache fast.
We introduced you to Sarah, our (fictitious) health coach, who started out solo and quickly found herself overwhelmed. She couldn’t tell which of her services made the most money, she was losing track of recurring expenses, and she had no idea if she could afford to hire help. Sound familiar? That’s the trap many growing businesses fall into with DIY bookkeeping.

2. The Cost of DIY Bookkeeping: Warning Signs and Missed Opportunities

Next, we zoomed in on the warning signs that your DIY system might be holding you back—using Sarah’s story as our guide.

• Unclear profitability: Sarah couldn’t see which offerings were really driving her success.

• Expense blind spots: She was paying for tools she didn’t use, simply because she wasn’t tracking them closely.

• Hiring hesitation: Without a clear financial picture, she was stuck in indecision about bringing on an executive assistant.

We asked some tough questions: Do you know which services are most profitable? Are you regularly reviewing your expenses? Can you confidently make hiring or investment decisions? If you answered “no,” it might be time for a change.

3. Why Outsourcing Bookkeeping is the Key to Scaling Your Business

Finally, we wrapped up the series by showing what happened when Sarah made the leap from DIY to outsourcing her bookkeeping. This was a total game changer for her:

• She got her time back to focus on clients and growth.

• She gained real-time financial insights—no more guessing which services were profitable.

• She saved money by only paying for the services she needed, instead of hiring in-house.

• She made fewer mistakes and felt more confident in her numbers.

• She could finally make smart, strategic decisions—like confidently hiring that executive assistant.

The big takeaway? Outsourcing your bookkeeping isn’t just about saving time (though that’s a huge perk). It’s about gaining clarity, reducing stress, and setting yourself up for real, sustainable growth.

Ready for your own transformation?
If you’re feeling overwhelmed by your books or stuck in growth limbo, maybe it’s time to follow Sarah’s example. Outsourcing could be the step that helps you focus on what you do best—serving your clients and building your business.

Here’s to growth, clarity, and a thriving business this spring!

Keep IT Sunny~

November Round Up!

Happy Thanksgiving! 🦃

As we wrap up November, let's take a moment to reflect on our business journey and express gratitude for our perseverance. Remember, it's the small things that count! Here's a quick recap of this month's insights to help propel your business forward:

Business Growth Highlights

Financial Health Check: We explored why assessing finances is crucial for every business.

Scaling Strategies: We delved into 5 essential steps to grow your business smartly.

Gratitude and Self-Care

Today, as you celebrate:

1. Thank yourself for your daily commitment to your business

2. Reflect on what you're grateful for, big or small

3. Savor the delicious food and create joyful memories

Let's gear up to finish strong as we approach the year's end. Take this time to recharge, and get ready to tackle the final stretch with renewed energy and focus.

Wishing you a wonderful Thanksgiving filled with warmth, gratitude, and inspiration for your continued success!

Keep IT Sunny~

March Roundup!

Photo by Barbara Webb: https://www.pexels.com/photo/orange-tulip-field-948615/

March went by super fast! Spring is finally here. I hope you are still on track to crush your goals as we round out the first quarter of the year. Life can get hectic so it’s understandable if you got off track. I won’t take up too much of your time. I just want to remind you to: 

BREATHE!

Sometimes you just need a friendly reminder.

🙂

When you are sitting with your cup of tea check out the two posts I wrote this month just for you. I hope it helps you to get refocused and reenergized!

Keep IT Sunny!

October Round - Up!

Photo by Александар Цветановић: https://www.pexels.com/photo/halloween-themed-jack-o-lantern-lamp-near-october-31-calendar-1480861/

The spooky month of October is coming to a close.

I hope you got some of your goals accomplished and are all set for the final two months of the year. I can’t believe this year is almost over. This month we looked at ways to keep your business on track for success and why using budget & cash flow reports in your business can be helpful. 

I hope these posts were helpful and that you found ways to apply the concepts to your business. As we move forward toward the end of the year we will start to take a look at year-end business bookkeeping items that you want to have buttoned up so that you can be ready for tax time.

Keep IT Sunny~

July Monthly Roundup!

This month is almost in the record books! I hope you are enjoying the summer season so far. It’s been so hot everywhere in the country including Las Vegas. My main goal for this month has been to stay cool!!!

In a recent mastermind meeting, a colleague mentioned her excitement for purchasing training that would help move her business forward. I mentioned that we should all strive to have clients like her and she agreed.

What does it take to deliver such an exceptional client/customer experience that will make your business look red hot and leave people raving about your business like my colleague? It starts with caring about your clients and customers’ needs. In a recent post by Hubspot, they mention that you must make your customers feel special. They go on to say that “Every interaction needs to revolve around the concept of individual value, mutual respect, and a shared vision for your future as their brand of choice.”

It’s a mouthful but it’s very true!

They go on to list the following ways you can deliver an exceptional client and customer experience:

• Go beyond their expectations

• Go beyond what the competition delivers

• Strive to deliver a frictionless experience

• Be appreciative and say thank you

• Get client and customer feedback to make enhancements

These are all things we as business owners can strive to do. Tools like Hubspot, Survey Monkey & Zoho can help us with this task. The one tip that I have is to listen to your clients and customers. This one tip will give you a mountain of information about what is working and not working in your client/customer journey.

I hope you will take these tools, tips, and checklists with you into August. Go out there and be amazing.

Keep IT Sunny~

The July Round Up!

Summer is going by fast!

July is just about over and I hope you are kicking butt on your business goals. I am sure you are busy and taking care of yourself can rank at the bottom of your to-do list. The fact remains that if you are NOT healthy then your business will suffer. This month I wrote about 3 ways to manage & minimize stress in your life: time management, financial management, and sleep management.

Additionally, I talked about 5 great ways to eat healthy that are pretty simple. I love to eat BUT cooking can sometimes become cumbersome. I hope the tips I share in the post help you along your journey to eating healthier.

July is almost behind us but it is not too late to start goals that will help you to optimize your health.

Keep IT Sunny!

Welcome To The Month of January RoundUp

I hope you had a productive first month for the new year. It went by pretty fast it seems. Did you keep any of your new year's resolutions? Don’t feel bad if you leave some by the wasteside. Now is a great time to reassess everything and get back in the saddle.

The road ahead is waiting for you. If you need help check out the post I wrote this month below:

This Is Your Year To Make Your Dreams Come True

New Year's Resolutions

How To Crush B.H.A.G's in 2022

Keep IT Sunny~