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Vani | CPA Tax Coach
Helping Small Business Owners and Freelancers Keep More of What They Earn Through Better Tax Planning and Bookkeeping
Bookkeeping Hub


Why Reconciling Bank Accounts Every Month Matters
Reconciling your bank statements isn't just another bookkeeping task—it's how you catch errors, prevent costly mistakes, and ensure your financial reports are accurate. One of the most common bookkeeping issues I see is small business owners waiting until tax season to reconcile their bank accounts. By then, missing transactions and bookkeeping errors often require hours of cleanup that could have been avoided with monthly reconciliations. In this article, you'll learn how mo

Vani Murthy
Jun 296 min read


Stop Uploading Receipts Into QuickBooks — Read This First
Think uploading every receipt is good bookkeeping? Think again. One of the most common mistakes freelancers and small business owners make is creating duplicate expenses by entering receipts for transactions that are already imported through their bank feed. Learn how to manage receipts the right way, keep your books accurate, and avoid costly cleanup at tax time.

Vani Murthy
Jun 187 min read


Why Your Profit Doesn't Match Your Bank Balance
If my business made money, why doesn't my bank account reflect it?" The answer usually comes down to understanding the difference between profit, taxes, and cash flow.

Vani Murthy
Jun 169 min read


Stop Drowning in Receipts: 5 Simple Bookkeeping Steps That Actually Work
Running a business means wearing a lot of hats — but drowning in receipts shouldn't be one of them. In this post, Vani, CPA walks you through 5 simple bookkeeping steps to take your finances from chaotic to crystal clear. No accounting degree required.

Vani Murthy
Jun 167 min read


The #1 Money Mistake Arizona Small Business Owners Make—and How to Fix It
Mixing your personal and business money seems harmless at first — until tax season hits and nobody can figure out what's what. Here's the simple, no-stress guide to getting your finances separated the right way.

Vani Murthy
Jun 167 min read
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