Pendleton Street Business Advisors

08/21/2026

Most business owners watch their bank balances and hope. Better bookkeeping predicts cashflows and plans for owner draws – especially the big ones:

• Kid's college tuition
• Second home down payment
• Family vacation in Europe

Getting your bookkeeping dialed-in is the first key to building a company with repeatable and predictable profits that you the business owner can take home now, and someday sell to a buyer.

Ready to get started? Book a complimentary bookkeeping review today.

08/14/2026

For most business owners, bookkeeping revolves around IRS tax compliance. Better bookkeeping revolves around YOU.

Reports should clearly tell the story of where your business *and* personal wealth are headed at all times. That's why we organize your revenue and expenses around how you actually think about your business – not generic tax classifications that only an accountant can understand.

Your books still remain rock solid for tax season, while actually helping you make important day-to-day decisions the rest of the year.

Ready to get started? Book a complimentary bookkeeping review today.

07/24/2026

Bookkeeping just to file taxes is NOT sufficient for selling your business.

In John Barnes' recent podcast interview with Michelle Blevins at C&R Magazine, he explains how business owners get hurt when their bookkeeping doesn't meet M&A standards.

07/22/2026

Dear business owner, your bookkeeper should know the personal financial dreams you have for your "life outside the business".

That's why we focus on "parallel planning". You own a business to serve people, build a great company – and grow your wealth. The only way to do that is by keeping your business finances and personal wealth in sync with each other as you go.

Ready for better bookkeeping? Book a complimentary bookkeeping review today.

07/17/2026

Our Founder and CEO John Barnes just joined Nick Berry on The Business Owner's Journey Podcast for a discussion about why tax advice is not financial advice for business owners.

Listen now:

Our Founder and CEO John Barnes just joined Nick Berry on The Business Owner’s Journey Podcast to discuss “ Why Tax Advice Is Not Financial Advice for Business Owners”.

07/15/2026

John Barnes was recently featured by Jill James for a discussion about company valuation, and how it impacts the decisions you make.

Our Founder and CEO John Barnes was featured by Jill James in her newsletter to discuss company valuation for business owners.

07/10/2026

Dear business owner, if you want a strong company that accelerates your personal wealth – you must prioritize better bookkeeping.

Because financial reports shouldn’t just be a stale record of the past or present. They should tell you whether the future is on track – both for your business and what you pay yourself. We measure your actuals against your budgets and projections so you can see if you're trending toward your goals or drifting away from them.

Ready to get started? Book a complimentary bookkeeping review today.

06/24/2026

We're proud to announce that our firm is now offering bookkeeping services to business owners. Why?

• Because bookkeeping is the bedrock to owner wealth.
• Because our CFO+CFP advisory clients needed a better solution.
• Because bad bookkeeping wrecks your ability to sell your business.
• Because improving your business requires clean, clear numbers.
• Because financial reports can show you the future, not just the past.

We believe better bookkeeping should be designed around the owner - not the IRS. So we're doing just that.

Ready to start treating your business like a real investment? Let's talk.

https://www.pendletonstreetadvisors.com/bookkeeping

06/12/2026

For multi-million dollar business owners, the connection between company finances and personal wealth gets very blurry. We exist to help you bridge them.

We're a CFO for your business cashflows, profitability, and valuation – while simultaneously a CFP for your personal finances and life goals. This "parallel planning" approach is how we make sure that your business finances produce the ROI you desire and deserve.

05/29/2026

Our clients are multi-million dollar business owners, who tend to think about valuation like this... "How much is my business worth?" But that's the wrong question.

The right questions are...

» WILL selling my business fully fund the future I want?
» WHEN will it be the right to time to sell my business?
» WHAT can I do now to increase my valuation, and help ensure that selling my business someday fully funds the future I want?

It takes math and forecasting to answer these, but they're the answers that actually pay off. When you're ready, we're here to help run the numbers for you.