The Bookkeeping Advisory Team LLC

A well-structured Chart of Accounts (COA) is the foundation of good bookkeeping. It helps you categorize income and expenses, track performance, and prepare accurate reports. Without it, transactions get messy, and tax time becomes stressful. Build a COA tailored to your business for clearer financial insights and smoother growth.

Opening a separate bank account for your business keeps your finances organized, simplifies bookkeeping, and protects your personal assets. It strengthens legal protection, enhances professionalism, and ensures clean, accurate records for tax time.

We’re halfway through the year—and if your books still aren’t fully caught up, you’re not the only one. A lot of small business owners...

Many small business owners wait until the end of the year to clean up their books—often because they’re focused on running day-to-day...