You do not need to love numbers. You just need fifteen minutes every Friday and a cup of coffee.

Here is the whole routine. One: what is in each bank account? Two: what checks or bills are about to clear? Three: what customer money is coming next week? Four: how much of what is left is actually free?

That is it. No reports. No software training. Just four questions.

Owners who do this catch the slow payer, the surprise bill, and the cash crunch two weeks earlier than owners who do not. Two weeks is the difference between a phone call and a panic.

It works best when the books behind it are current. That part we handle. Get in touch.

— Jake / Wenonah Bookkeeping