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Turn Last Year’s Numbers Into This Year’s Strategy: KPIs to Focus On in 2026
Year-end close isn’t the finish line—it’s your starting point. Here’s how to use last year’s numbers to pick the right KPIs, set realistic goals, and build a monthly cadence that actually supports your strategy.

Tara Constantine, CEO
Jan 14 min read


Preparing for 1099 & 1098 Season: What Mortgage & Real Estate Firms Need to Know
This year-end bookkeeping checklist helps mortgage, real estate, and property management firms prepare accurate, audit-ready financials before December. Follow these steps to clean up your books and stay compliant with regulators, lenders, and state agencies

Tara Constantine, CEO
Dec 1, 20253 min read


Year-End Isn’t Done Until You Do This: 7 Overlooked Accounting Steps That Cost Firms Money
This year-end bookkeeping checklist helps mortgage, real estate, and property management firms prepare accurate, audit-ready financials before December. Follow these steps to clean up your books and stay compliant with regulators, lenders, and state agencies

Tara Constantine, CEO
Nov 18, 20255 min read


How to Prep Your Books for a Smooth Year-End (Without the Stress)
This year-end bookkeeping checklist helps mortgage, real estate, and property management firms prepare accurate, audit-ready financials before December. Follow these steps to clean up your books and stay compliant with regulators, lenders, and state agencies

Tara Constantine, CEO
Nov 14, 20252 min read


Why Professional Bookkeeping Saves You Money
Hiring a bookkeeping company reduces costly errors, maximizes tax savings, and frees your time—discover how it saves you money long-term.

Tara Constantine, CEO
Sep 23, 20252 min read


Streamlining Your Month-End Close for Efficiency and Accuracy
Discover 3 proven strategies to streamline your month-end close—standardize data capture, automate entries in QuickBooks, and use a checklist to reduce errors and close faster.

Tara Constantine, CEO
Sep 17, 20252 min read
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