By The Bay Bookkeeping Service

06/09/2026

AI can accelerate bookkeeping, but speed doesn't equal accuracy and clarity.

There are still important limitations business owners should understand.

Accurate books still require real human expertise and oversight.

Want support combining smart technology with accurate bookkeeping? Reach out to learn more.

06/08/2026

06/08/2026

Summer is the perfect time to reflect on how far you’ve come and set your sights on what’s next while also making space for both inspiration and joy.

Give yourself permission to breathe, reset, and dream even bigger.

Tag a friend who needs this reminder today.

06/08/2026

Cleanup work still requires real human review and expertise.

QuickBooks cleanup requires:

- Accuracy
- Investigation
- Accounting understanding
- Human judgment

Where AI does help:

- Scanning receipts
- Suggesting transaction categories
- Matching simple transactions

If your books are messy, behind, or not making sense, getting professional support can help you clean things up properly and move forward with confidence.

Book a call using the link in our profile or comment “books” below to learn more about our services.

03/04/2026

One major reason is the One Big Beautiful Bill Act, also known as OBBBA.

This law, which largely went into effect in 2025, introduced expanded tax breaks for many taxpayers.

That includes:
- An increased standard deduction
- Larger child tax credits
- New deductions for overtime income
- New deductions for tip income

The result? More opportunity for qualifying taxpayers to lower their taxable income and potentially increase their refund.

The key is knowing whether you qualify and how these changes apply to your situation.

Let’s review your numbers and build a plan! Book a call to learn more!

12/29/2025

What do you want your 2026 to look like?

As you plan ahead, here are a few questions to help you get clear on your direction for the new year.

Save this post for later so you can come back to these questions as you plan for the year ahead.

12/23/2025

If you want a strong start to the new year, here are a few things we want to remind you to do before January 1.

1. Review your numbers for the year.

Look at your revenue, expenses, and profit so you know exactly where you stand.

2. Clean up your accounts.

Make sure your bank accounts, credit cards, and payment processors match what’s in your bookkeeping system.

3. Organize your receipts and documents.

Set up fresh folders for the new year and move your older files into an archive.

4. Follow up on unpaid invoices.

Send reminders for anything outstanding so you head into January with healthier cash flow.

5. Set your financial goals for 2026.

Decide what you want to earn, save, improve, or streamline in the new year.

If you want support with bookkeeping or financial analysis, and a clean start for 2026, we would love to help.

Book a call to learn more about our services.