Behind the Books


Bookkeeping Tips, Systems & Insights by JSM

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A laptop with QuickBooks open, calendar, and money, with text
By JSM Financial Group, LLC January 15, 2026
The start of a new year is the perfect time to reset your finances. Unfortunately, many small business owners roll unfinished bookkeeping problems straight into January, creating confusion that follows them all year long.
Year-end bookkeeping checklist: documents, calendar, calculator, glasses, pen, and financial reports on a desk.
By JSM Financial Group, LLC January 1, 2026
As the year comes to a close, many small business owners feel the pressure of unfinished bookkeeping tasks, unanswered questions, and the looming stress of tax season. A clean year-end close is not just about compliance. It’s about clarity, confidence, and starting the new year without financial guesswork.
A laptop with QuickBooks open, calendar, and money, with text
By JSM Financial Group, LLC January 15, 2026
The start of a new year is the perfect time to reset your finances. Unfortunately, many small business owners roll unfinished bookkeeping problems straight into January, creating confusion that follows them all year long.
Year-end bookkeeping checklist: documents, calendar, calculator, glasses, pen, and financial reports on a desk.
By JSM Financial Group, LLC January 1, 2026
As the year comes to a close, many small business owners feel the pressure of unfinished bookkeeping tasks, unanswered questions, and the looming stress of tax season. A clean year-end close is not just about compliance. It’s about clarity, confidence, and starting the new year without financial guesswork.