Kimberly Green
cofounder
Kimberly's posts
May 24, 2025
The Hidden Costs of Bad Bookkeeping: Why Your Valuation Suffers Before You Even Negotiate
Kimberly Green
cofounder
Bad bookkeeping doesn’t just stress you out—it can tank your business valuation. Discover the hidden risks...
Kimberly Green
cofounder
In your 50s and thinking about retirement? Discover which type of financial advisor is best for your goals—fiduciary...
Kimberly Green
cofounder
Founders: Your Qualified Small Business Stock (QSBS) could be disqualified by common legal and structural...
Kimberly Green
cofounder
From work-in-progress schedules to 263A capitalization—learn 5 high-ROI services a construction CPA provides...
Kimberly Green
cofounder
From rent-roll reconciliation to 1031 tracking—see 5 key services a property-management CPA delivers, pricing...
Kimberly Green
cofounder
Rising food costs and tip rules killing profit? See 5 high-ROI services a restaurant CPA provides—plus pricing and...
Kimberly Green
cofounder
Deferred revenue, R&D credits, messy cap tables—see why a startup CPA matters, real pricing, and 5 high-ROI services.
Kimberly Green
cofounder
Gig-worker or freelancer? See the write-offs you’re missing, real CPA pricing, and signs it’s time to hire help.
Kimberly Green
cofounder
See pricing for cloud, freelance, and controller options—plus 7 reasons startups switch to pro bookkeeping.
Kimberly Green
cofounder
Download a monthly & quarterly bookkeeping checklist, tool stack tips, and red flags that signal it’s time to hire a...
Kimberly Green
cofounder
See pricing models, ROI math, and 3 mini-cases that prove when a part-time CFO beats a full-time hire.
May 14, 2025
Do I Need a Fractional CFO? 7 Signs You’re Ready
Kimberly Green
cofounder
Struggling with runway, fundraising, or messy KPIs? Spot seven signals it’s time to hire a part-time CFO.
Kimberly Green
cofounder
Physicians juggle W-2, 1099, and big equipment buys. Discover five tax moves to save six figures and how to vet...
Kimberly Green
cofounder
Staking, bridging, NFTs—see how a crypto-savvy CPA handles tax traps and five mistakes that trigger IRS letters.
Kimberly Green
cofounder
Equipment write-offs, practice buy-ins, AR chaos—see five ways a dental-practice CPA saves money and stress.
Kimberly Green
cofounder
Estate taxes, QSBS, multi‑state filings—learn five critical services HNW accountants provide and how to vet the...
Kimberly Green
cofounder
Managing $5 M+? Vet advisors with eight key questions, red‑flag answers, and a wealth‑ready checklist.
Kimberly Green
cofounder
Crossing $500 K and feeling stretched? See how a specialist advisor pays for itself—and the signs you’re ready.
Kimberly Green
cofounder
Before you trust your money to anyone, ask these 10 must‑know questions. Spot red flags fast and hire the right...
Kimberly Green
cofounder
Use this monthly and year-end bookkeeping checklist to stay organized, save money, and prepare for tax season. Perfect...
Kimberly Green
cofounder
You can do your own bookkeeping—but should you? Here’s what every small business owner needs to know before...
Kimberly Green
cofounder
If you're a solopreneur, doing your own books can be overwhelming. Here's how to streamline your...
Kimberly Green
cofounder
Explore the top bookkeeping software options for small businesses. Compare features, pricing, and who each tool...
May 3, 2025
How Much Does a Bookkeeper Cost?
Kimberly Green
cofounder
Find out how much bookkeepers charge per hour or month and what affects their rates—plus how to budget for...
Kimberly Green
cofounder
Bad books lead to bad decisions. Here are the top bookkeeping mistakes founders make—and what to do...
May 2, 2025
Stop Doing Your Own Bookkeeping
Kimberly Green
cofounder
Think DIY bookkeeping is saving you money? It might be costing you more than you think. Here’s when and why to...
May 2, 2025
Can I Do My Own Bookkeeping?
Kimberly Green
cofounder
Yes, you can do your own bookkeeping—but should you? Learn when it makes sense to DIY, when to hire a pro...
May 1, 2025
When Should You Hire a Bookkeeper?
Kimberly Green
cofounder
If you’re spending too much time on books or earning $250K+, it’s time to hire a bookkeeper. Here’s how to...
Kimberly Green
cofounder
Learn how to find a qualified bookkeeper for your business. Discover what to look for, red flags to avoid, and...
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