the word challenge spelled out on a clothesline
Running a small business requires a large undertak...

Many of our clients are small and medium-sized businesses faced with numerous large challenges. They live and work to make their business successful yet without resources, many small businesses struggle to grow and make a profit. What are the challenges small business owners face? With so many articles written in numerous journals, the general consensus

What is the debt to equity ratio and why should yo...

Let’s start at the beginning. What is a balance sheet? Even the most confident and experienced business owners stumble when we talk about the balance sheet. Don’t over think it: A balance sheet is a statement of assets, liabilities, and equity as of any given date. Typically, a balance sheet is prepared monthly, quarterly, or

How do you balance performing financial tasks and ...

There is only so much time in a day, week, or month. Performing financial tasks requires a good deal of skill and a whole lot of time. So many small businesses are started from a strong passion and a desire to do something that the owner is passionate about. We are fortunate to have so

Carly does your bookkeeping while you are away.
It’s vacation time but you still have bills to p...

It is late August and we are all trying to sneak in one more weekend or week of summertime fun. One last trip to the ice cream stand and beach. You still have bills to pay! Running a small business and getting away for family time can be a challenge. You still have responsibilities at

Bookkeeping 101- Managing cash flow for SMB’s.

Managing cash flow is always an important part of managing a business, but for SMB’s it presents a unique challenge that their larger brethren can often-times avoid. Mid-market and large corporations typically have ready access to cash that SMB’s simply don’t have. They also have tools in place to manage cash that SMB’s lack. Let’s

Bookkeeping 101 – The dreaded bank reconciliatio...

On the top of the list of bookkeeping tasks that SMB’s despise, the bank reconciliation is probably number one. Even trained bookkeepers can find it difficult at times. So, let’s take a look at this process and discuss why it needs to be done, how often it should be completed, why it can be difficult,

Educational Series: Bookkeeping 101

Welcome to our series on bookkeeping. Here we will discuss bookkeeping tasks and process, why it’s important, and how to turn this often-frustrating task into a valuable part of running your business At Expex, we built Carly- an automated bookkeeping application. Carly is the last bookkeeper you will ever hire. As we progress through the

Are you familiar with these business credit terms?

The U.S. Small Business Administration is a font of information for all SMB’s. At Expex, we receive many inquiries from SMB owners inquiring about automation for bill pay and cash flow management. Often, they are new business owners or start ups understandably deficient in their knowledge of financial terms. Marco Carbajo, is a frequent guest

Happy Valentine’s Day- Save your heart!

Today is Valentine’s Day and from all of us at Expex we wish you and your loved ones a happy and romantic day. Wait, are you a bookkeeping service wishing us a happy and romantic day? Yes, we are and in the spirit of giving, we want you to understand your finances, streamline your accounting

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