How I Turn Numbers Into Strategy (Without Overwhelm)

Part 5 of the “Bridging the Gap” Series How I Turn Numbers Into Strategy (Without Overwhelm) Let’s be honest:Most people avoid financial strategy because it feels… heavy. The numbers are already in a system.There are reports. Categories. Deadlines.But turning that into clarity and direction?That’s where people get stuck. They assume strategy means: But that’s not […]

The Tools I Use to Bring Clarity to the Chaos

Part 4 of the “Bridging the Gap” Series By the time a client calls me, the numbers are usually already in a system—QuickBooks Online, an Excel sheet, or scattered in transactions across multiple accounts. It’s not about missing data.It’s about the disconnect between what’s recorded and what’s actually understood. In Part 1, we broke down […]

Where Money Slips Through the Cracks (and How to Catch It)

From the “Bridging the Gap” Series You can have a bookkeeper, a CPA, and still be losing money.Not because someone’s doing anything wrong—but because no one’s looking close enough. In Part 1, we broke down the roles.In Part 2, we talked about the questions no one else is asking.Now let’s talk about the cracks—the places […]

The Questions No One Else Is Asking (But I Do)

Part 2 of the “Bridging the Gap” Series When it comes to financial data, most people focus on what happened. The bookkeeper says: “It’s categorized and reconciled.” The CPA says: “It’s filed and compliant.” But me? I ask: “Why did that happen?”“How does this connect to the bigger picture?”“Is this telling us something that hasn’t […]

Bookkeeper vs. CPA: What’s the Real Difference?

Part 1 of the “Bridging the Gap” Series When you’re running a small business, it’s easy to assume that if you’ve got a bookkeeper and a CPA, your financial bases are covered. But here’s the truth:There’s a wide gap between what a bookkeeper records and what a CPA files—and that in-between space?That’s where clarity lives… […]

Why Every Small Business Needs a General Ledger (Even a Simple One!)

When you’re running a small business, it’s tempting to track things loosely—maybe a spreadsheet here, a few receipts there, and a mental tally of what’s coming in and going out. But if you’ve ever found yourself asking, “Where did that money go?” or scrambling during tax season, there’s one simple tool that can change the […]

Don’t Miss Your Deductions

Are you missing out on thousands in small business tax deductions each year? Many entrepreneurs are simply by not knowing what counts or forgetting to track expenses. From overlooked home office costs to unused startup deductions, this post reveals the most commonly missed write-offs and how Pettay Consulting, LLC can help you keep more of what you earn.