Northbound Bookkeeping, LLC

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Northbound Bookkeeping, LLC We save you time, money, and stress by keeping your business financials up-to-date. We are a virtual business, and can serve anyone within the United States!

Do you already have ALL of the financial documents you’ll need for your business before the end of the year? 🤔Maybe you ...
10/07/2026

Do you already have ALL of the financial documents you’ll need for your business before the end of the year? 🤔

Maybe you think you do, but are you 100% sure? 😬

As we start the 4th quarter, now is the perfect time to double-check! 🤩

(I know, you're probably thinking, "It's barely even October!" 😂 But just think how good you'll feel heading into the busy holiday season with some—or all!—of these things marked off your To-Do list!) 🥳

Here are some of the most common documents you may need, along with a few tips on which time-consuming items you should start working on now:

𝗕𝗔𝗡𝗞 𝗗𝗢𝗖𝗨𝗠𝗘𝗡𝗧𝗦
✅ Bank Statements
✅ Credit Card Statements
✅ Loan + Financing Statements

⏰ Keep in mind, some banks only keep PDF statements online for 3–6 months and may require special requests for older ones.

𝗘𝗫𝗣𝗘𝗡𝗦𝗘𝗦
✅ Receipts
✅ Mileage Log
✅ Asset Purchase Details
✅ Business Expenses on Personal Accounts

⏰ Try to start early with charges on personal accounts—it’s hard to remember which Amazon charges were business or personal after 11 months!

𝗘𝗠𝗣𝗟𝗢𝗬𝗘𝗘 𝗣𝗔𝗣𝗘𝗥𝗪𝗢𝗥𝗞
✅ Payroll Documents
✅ Updated Employee Information for W-2s
✅ Request W-9s from Vendors for 1099s

⏰ Because you’re dependent on the response times of others, it’s a good idea to start early! (And don’t forget—some 1099s are due in January, not April!)

𝗢𝗧𝗛𝗘𝗥 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 𝗣𝗔𝗣𝗘𝗥𝗪𝗢𝗥𝗞
✅ Tax Forms for Your Specific Business Structure
✅ Last Year’s Business Tax Return
✅ Partnership Agreements
✅ And More

I know, it’s probably a longer list than you thought, right? 😬

That’s why I wanted to share this list (and the helpful article below 👇) with you now, so you can get a jump start on it! 🥰

https://www.hrblock.com/tax-prep-checklist/what-do-i-need-to-file-taxes/

Happy National Coffee Day! ☕Drop your usual coffee order in the comments:☕ Black🥛 Lots of cream🍬 Sweetened🤎 Cream + suga...
10/01/2026

Happy National Coffee Day! ☕

Drop your usual coffee order in the comments:

☕ Black
🥛 Lots of cream
🍬 Sweetened
🤎 Cream + sugar
🍦 Flavored
🧊 Iced
😴 Whatever keeps me awake! 😂
🫖 Tea is more my thing!

Let's see which one is the most popular! 😂

Happy sipping! ☕

As a former teacher, this is one of my favorite times of the year! 👩‍🏫🎒📚📓✂️✏️🖍I absolutely LOVE brand-new school supplie...
08/01/2026

As a former teacher, this is one of my favorite times of the year! 👩‍🏫🎒📚📓✂️✏️🖍

I absolutely LOVE brand-new school supplies, unmarked workbooks, and pristine paper! I get a strange sense of joy when I see a perfect set of crayons or colored pencils! Calendars, notebooks, and organizers still thrill me! 💝

And knowing that fall is just around the corner (I've already seen some leaves starting to turn!) makes me love the Back-to-School season even more!!! 🍂

My kids, on the other hand, have mixed feelings about it. 😂

One is NOT thrilled to go back to "just sitting there for 6.5 hours every day!" 🙄

Another is very much looking forward to seeing his friends again! 🥰

And the youngest is the most excited of all of them, because she loves ALL things school-related! 😍

So, in honor of those heading back to school soon, I would like to know, USING ONLY EMOJIS!, how is your family feeling about it?

Here are some ideas (feel free to use your own, though, if you want!):

🙂😍🥳😞🥺😬🙄😭🤔🤪

Ever get a sunburn SO BAD that you never EVER want to forget your sunscreen again? ☀️🧴🥵 A bad tax season in your busines...
07/16/2026

Ever get a sunburn SO BAD that you never EVER want to forget your sunscreen again? ☀️🧴🥵

A bad tax season in your business can feel like a *really* bad sunburn—once it happens, you NEVER want to go through it again!

So, if you’re looking for some “sunscreen” to help keep you from getting “burned” next tax season, here are a few preventive tips:

👛 𝗗𝗢𝗡’𝗧 𝗠𝗜𝗫 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗔𝗡𝗗 𝗣𝗘𝗥𝗦𝗢𝗡𝗔𝗟 𝗙𝗜𝗡𝗔𝗡𝗖𝗘𝗦

Keeping your business and personal finances separate makes it much easier to understand how your business is actually performing. It also keeps your books cleaner and makes things much easier if you ever apply for a loan, work with a CPA, or get audited.

✅ 𝗥𝗘𝗖𝗢𝗡𝗖𝗜𝗟𝗘 𝗬𝗢𝗨𝗥 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗦 𝗘𝗩𝗘𝗥𝗬 𝗠𝗢𝗡𝗧𝗛

It's amazing how quickly one month of procrastination can turn into six months of catch-up. 😳

Try blocking off one day each month just for bookkeeping. If you stay on top of it, it usually doesn't take very long!

Plus, your financial reports will actually be useful when making business decisions (like whether you can afford that new piece of equipment or hire another employee).

🔨 𝗨𝗦𝗘 𝗚𝗢𝗢𝗗 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗦𝗢𝗙𝗧𝗪𝗔𝗥𝗘

At a certain point, spreadsheets just aren't enough. The biggest issues I see are missed transactions, duplicate entries, data-entry mistakes, and the amount of time it takes to enter everything manually.

A good accounting program (like QuickBooks or another option that fits your business) can automatically import transactions, generate reports, store receipts, and save you a LOT of time.

🚗 𝗧𝗔𝗞𝗘 𝗔𝗗𝗩𝗔𝗡𝗧𝗔𝗚𝗘 𝗢𝗙 𝗛𝗘𝗟𝗣𝗙𝗨𝗟 𝗧𝗢𝗢𝗟𝗦

There are plenty of apps that can make bookkeeping easier, including:

• Mileage tracking
• Receipt capture (just snap a picture with your phone!)
• Digital document storage

Little time-savers like these can really add up over the course of a year.

🔁 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗘 𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗖𝗔𝗡

A few simple automations can save you hours over the course of a year:

• Automatic transfers for taxes and savings
• Bank feeds that import transactions into your accounting software
• Recurring bill payments for regular expenses

🤓 𝗞𝗡𝗢𝗪 𝗪𝗛𝗘𝗡 𝗧𝗢 𝗔𝗦𝗞 𝗙𝗢𝗥 𝗛𝗘𝗟𝗣

If you enjoy bookkeeping and can stay on top of it every month—awesome!

But if it's something you dread and keep putting off (which is what led to the "tax sunburn" in the first place 🥵), it might be worth asking for help before it snowballs into a much bigger project.

A little help throughout the year is far less stressful than a massive catch-up project at tax time.

Whether you tackle it yourself or hire someone to help, summer is the perfect time to get organized while tax season is still a long way off.

I hope some of that "sunblock advice" helps! 🥰

Happy Birthday, America! Celebrating 250 years of freedom, opportunity, and the American spirit. ❤️🤍💙
07/04/2026

Happy Birthday, America! Celebrating 250 years of freedom, opportunity, and the American spirit. ❤️🤍💙

Want to switch to a different financial software… but aren’t sure which one to pick?  Or maybe you’re still using Excel ...
06/25/2026

Want to switch to a different financial software… but aren’t sure which one to pick?

Or maybe you’re still using Excel spreadsheets and are thinking it’s time to upgrade to something like QuickBooks or Xero?

Good news, Friend-- you stopped your scroll on the right post! 😉

Here are 5 questions to help you choose the best accounting software for your business:

(𝟭) 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗼𝗻 𝗮 𝘁𝗶𝗴𝗵𝘁 𝗯𝘂𝗱𝗴𝗲𝘁?
If you’re just starting out, there are still some affordable (and even free) options:

💰 Wave Accounting is a solid free option for basic bookkeeping needs (with optional paid add-ons like payments and payroll).
💰 FreshBooks is often used by service-based businesses and has entry-level plans that start at a low monthly cost (pricing can vary based on promos and features).
💰 Xero also offers tiered pricing, so you can start simple and scale up as you grow.

(𝟮) 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 𝘂𝗽 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲?
If your business might grow into more than just a side-hustle, with employees, multiple revenue streams, or more complexity, choose software that can grow with you. Look for things like:

📈 Payroll options
📈 Advanced reporting
📈 Multi-user access
📈 Strong app integrations

For example, simpler platforms like Wave or entry-level FreshBooks work well for freelancers, while QuickBooks or Xero are often better long-term scaling tools.

(𝟯) 𝗜𝘀 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗼𝗿 𝗽𝗿𝗼𝗱𝘂𝗰𝘁-𝗯𝗮𝘀𝗲𝗱?
If you’re service-based (consulting, coaching, etc.), most platforms will work well. If you’re product-based, pay close attention to inventory features:

🛠️ Xero includes basic inventory tracking tools that work well for many small product businesses.
🛠️ QuickBooks Online also offers inventory features depending on the plan.

If inventory is a big part of your business, this question matters a lot.

(𝟰) 𝗪𝗵𝗮𝘁 𝗽𝗮𝘆𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀/𝗮𝗽𝗽𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘂𝘀𝗲?
Do you use Shopify, PayPal, Stripe, Square, or other tools? Make sure your accounting software integrates well with what you already use.

📱 QuickBooks Online is known for having a very large ecosystem of third-party integrations.
📱 Xero also connects with many apps, especially through Stripe, PayPal, and other common payment processors.

The goal here is simple: less manual data entry.

(𝟱) 𝗗𝗼𝗲𝘀 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗵𝗮𝘃𝗲 𝗮 𝗵𝗶𝗴𝗵 𝘃𝗼𝗹𝘂𝗺𝗲 𝗼𝗳 𝘁𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝘀?
Higher transaction volume usually means more need for:

🧾 Automation
🧾 Bank feeds that stay clean and connected
🧾 Strong reconciliation tools
🧾 Predictable pricing based on usage tiers

Most modern accounting platforms use subscription pricing, and payment processing fees (like credit card or ACH fees) depend more on the payment processor you choose (Stripe, PayPal, etc.) than the accounting software itself.

👉 Once you’ve thought through these 5 questions, it becomes much easier to narrow down the right fit for your business.

If you want to see side-by-side comparisons, just do a search for "Accounting software comparisons" and you'll find many helpful blogs that will break down the pros and cons of each program.

And if you're leaning towards QuickBooks products, I have access to the lowest rates available! Feel free to use my partner link to get the best deals: https://completebusinessgroup.com/northbound-bookkeeping.

Hope this helps you narrow down the choices a bit! 🥰

Did anyone get caught driving in that hailstorm last week? 😬When visibility is limited, even a routine drive can become ...
06/04/2026

Did anyone get caught driving in that hailstorm last week? 😬

When visibility is limited, even a routine drive can become stressful! It's hard to feel confident about where you're going when you can't clearly see the road ahead.

And the same is true when it comes to your business finances.

If you want to see the financial road to your business goals...
.. you're going to need to clear your "financial windshield" with good bookkeeping. 🚙

For example, let’s say that:

⛈️ You haven’t reconciled your bank and credit card accounts in months.

❄️ You haven’t checked your A/R aging report in…. well, a while.

☔ And sometimes (OK, a lot of the time) you put business expenses on your personal card, and vice versa.

From a bookkeeping perspective, those are all things that “fog up” your financial windshield:

🤔 You can’t run accurate financial reports– not even to check if you made a profit.

😧 You may have outstanding unpaid invoices from your clients– and ultimately lose the payments you deserve.

😬 And not only does comingling your accounts cause time-consuming difficulties and confusion, it’s dangerous from a tax perspective... and just a big fat financial no-no.

However, when you have up-to-date and accurate bookkeeping (that nice, clear financial windshield) you can:

☀️ See exactly where your business is at, and if it’s heading in a good direction.

☀️ Plan a route to where you want to go in the future, because you know exactly where you are right now.

☀️ And, with a clear sunny view through your financial windshield, the journey will be much easier and less stressful. 😎

After all, it's a lot easier to reach your destination when you can clearly see the road ahead. 🚗🏞️

May is one of my favorite months of the year. 📅🥰It’s that time of year when everyone just gives a huge sigh of relief! T...
05/15/2026

May is one of my favorite months of the year. 📅🥰

It’s that time of year when everyone just gives a huge sigh of relief!

Taxes are finally done (or at least extended 😅), spring has arrived, school is almost out, and cabin season is back. 🥳

My husband’s grandpa built a cabin “Up North” in the 1970s, and ever since then, weekends at “The Cabin” have been a family tradition. We all love going there… especially when we can spend time fishing, relaxing, playing games, and just being together. But getting ready for it is a lot of work.

There are clothes to pack (after checking the weather, of course!), meals to prep, fishing and swimming gear to load, kayaks to strap down, and somehow about a million things to double check before we leave. It’s exhausting before we even pull out of the driveway.

But then there’s this one glorious moment when I finally get to take a huge sigh of relief…

It's when we turn onto the highway and are finally northbound.

In that moment, everything is done. The bags are packed. The checklist is complete. The gas tank is full. Everyone is loaded up. And I can finally stop carrying all the mental weight of preparation.

I can physically feel myself relax.

And that feeling of peace and relief is exactly what I want my bookkeeping clients to experience most.

That’s actually one of the reasons I chose the name Northbound Bookkeeping. ❤️

I want my clients to feel confident that everything is taken care of— transactions categorized, accounts reconciled, books ready for tax season— so they can stop worrying about QuickBooks after a long day and focus on the parts of their business (and life) they actually enjoy.

Because everyone deserves that moment when the stress melts away, the checklist is complete, and they can finally take a deep breath knowing everything is handled. 🥰

The Force isn’t the only thing that needs balance… your books do too. ⚖️If your books have drifted to the Dark Side, don...
05/04/2026

The Force isn’t the only thing that needs balance… your books do too. ⚖️

If your books have drifted to the Dark Side, don’t worry—there’s still hope. 😅

We’re officially a couple weeks past the April 15th tax deadline. 🥳So… be honest—how did it go this year?? 🙂 😫 😱 😬 🤔🥳 We...
04/30/2026

We’re officially a couple weeks past the April 15th tax deadline. 🥳
So… be honest—how did it go this year?? 🙂 😫 😱 😬 🤔

🥳 Were you done and filed way ahead of time?
😫 Or... did it sneak up on you again, and turn into a last-minute scramble the week (or days!) before? 😬
🫣 Or did you have to file an extension because you weren't quite ready in time?

No judgment here—I promise! 🙃

But here’s something to think about…

Small business owners spend 20+ hours per week on bookkeeping, paperwork, and taxes.
That can easily turn into hundreds of hours a year just trying to stay organized! 😱

That’s a LOT of time—especially during an already busy season, when everything tends to pile up at once. 😬

It’s easy to say, “Next year will be different…”
…but if we’re being honest, that doesn’t usually happen on its own. 😉

So imagine going into next tax season with:
⏰ Accurate and up-to-date records (no matter how busy your day-to-day gets!)
⏰ No scrambling or guessing when tax time rolls around
⏰ And all those hours back in your schedule

Because when your numbers are consistently taken care of, tax season becomes just another task—not a stressful event. ❤️

Address

Wausau, WI

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 5pm

Telephone

+17159525319

Website

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