Behavioral Health & Psychiatrists: Tracking Session-Based Revenue with Ease

by Mark Tuggle | Aug 19, 2026 | Bookkeeping

I used to think that a "successful" practice was simply one with a full waiting room. If the chairs were warm and the schedule was packed, the business was thriving, right? But then I started looking under the hood of behavioral health practices and...

Lender-Ready: What Banks Really Look for When You’re Ready to Expand

by Mark Tuggle | Aug 12, 2026 | Bookkeeping

I remember sitting across from a founder a few years ago, let’s call him Jim. Jim had built a solid service business from the ground up. He’d hit that sweet spot where the phone wouldn’t stop ringing, his team was humming, and he was staring at a $2.5M revenue run...

Bookkeeping vs. Tax Prep: Why You Need Both to Protect Your Bottom Line

by Mark Tuggle | Aug 5, 2026 | Bookkeeping

I used to think that as long as I had a great CPA, my business finances were "handled." I’d spend the year running hard, chasing new clients, managing a team, and trying to keep the wheels on the bus, while occasionally glancing at my bank balance to make...

Beyond the P&L: The 3 Numbers Every Small Business Owner Should Track Daily

by Mark Tuggle | Jul 29, 2026 | Bookkeeping

I used to think that if the bottom line on my Profit and Loss (P&L) statement was green, I was winning the game. Back when I was just starting to scale, I’d wait until the 15th of the month, open up my accounting software, and scroll straight to the bottom. If...

Med Spa Bookkeeping: How to Track Memberships and Prepaid Services Without the Headache

by Mark Tuggle | Jul 22, 2026 | Bookkeeping

I remember sitting across from a med spa owner a few years back. Let’s call her Sarah. Sarah was brilliant at what she did: her clinic was beautiful, her staff was top-tier, and her "Bank Your Glow" membership program was exploding. On paper, she was having...