Insights & how-tos for smarter financial decisions
Short posts and guides written for busy owners — fast reads with real actions. Topics include tax tips, bookkeeping best practices, growth planning, and product updates.
Is Your business Budget Still Working for You?
Most business owners create a budget once, feel good about it, and then don’t look at it again until the following year. But if you’re not reviewing your budget regularly, it’s probably not working as well as you think.
Business isn’t static, prices change, revenue shifts, expenses creep in, and unexpected things pop up. So your budget needs to adjust with you. Here’s how to check if your budget is still working and what to do if it’s not:
Step 1: Look at your actual numbers
Open your Profit & Loss report and compare the last 3–6 months of real data to what you originally planned for.
For example, you might’ve budgeted $200/month for software but now you’re spending $325. Or you expected to bring in $8k/month in revenue in a particular service but you’re averaging closer to $5,500. That’s a clue something needs adjusting.
Step 2: Spot what’s changed
Have you added a new team member? Started a subscription you forgot to budget for? Maybe you’ve invested more into marketing or ads than planned.
Changes are normal, but if your budget doesn’t reflect them, it can throw off everything from cash flow to tax planning.
Step 3: Reconnect it to your goals
Your budget should help you move toward your goals not just track what you did spend. If your focus is growth, is your spending aligned with that? Are you investing in the right things?
Do your numbers support your goals for upcoming launches, promotions, or marketing pushes during your busier times?
If your books are messy or your reports don’t make sense, it’s nearly impossible to review your budget accurately. That’s where we come in.
We’ll help you clean up your books, get accurate numbers, and walk you through how to review your financials with confidence. Contact us today to learn more!
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Absolutely phenomenal service! I came to Keesha with a daunting $23,000 tax liability, and through her expertise, attention to detail, and strategic approach, she reduced it to zero. I was blown away by her professionalism, clear communication, and commitment to getting the best possible outcome for me. Keesha explained everything in a way I could understand, found deductions and credits I never knew I qualified for, and handled the process with confidence and integrity. If you want results, honesty, and true tax expertise, this is the firm you need. Highly recommend to anyone serious about saving money! I recommend anyone/everyone in business to get the tax planning assessment!!!!
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For those seeking reliable tax services or an accountant, K.G Tax & Accounting Solutions is highly recommended. They keep abreast of tax laws, ensuring that detailed information is always available. The customer service and the depth of knowledge they provided to my husband and me were especially noteworthy. Having a dependable partner is crucial for financial management. As a small business owner, it's important to have someone who grasps the financial dos and don'ts for your business and can assist in optimizing all aspects for financial success. Their professionalism and tax expertise are outstanding! Mr. & Mrs. Carter
Transparency Review- my taxes was a “MESS” not a little one either a “BIG MESS” I absolutely love Keesha she saves my life every year and helps me move my business in a positive direction 🥰. Goes above and beyond all year round not just tax time. Very down to earth and knowledgeable.…
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