Mid-Year Financial Review: Are You on Track?

Summer is the perfect time for a mid-year check-in with your finances. Don’t wait until December to find surprises!

Here's a quick checklist to get you going:

✔ Review your income and expenses so far
✔ Check if you’re on track with your profit goals
✔ Spot cash flow issues before they cause problems
✔ Ensure you're up-to-date on estimated tax payments

Need help with cash flow planning or budgeting?​
👉 Our Cashflow Strategy class shows you how to map out the rest of your year—and make changes before it’s too late.

Estimated Taxes Are Due June 16

Quarterly estimated taxes are due SOON—don’t let them sneak up on you!

✔ Double-check your numbers
✔ Run a quick cash flow projection to avoid surprises
✔ Talk to your CPA if things have changed in your business

Pro Tip: Doing a mid-year financial review now helps make these payments easier and more accurate.

Is Summer Your Slow Season?
Let’s Make It Productive!

Many businesses slow down in the summer—but that doesn’t mean your books have to.

This is a great time to tackle clean-up work that’s been nagging at you. Whether it’s untangling the Chart of Accounts or getting ready for fall client work, you’ll thank yourself later.

Part I - you'll learn how to clean up a messy chart of accounts (available now)
​Part II -you'll learn how to diagnose and fix problems within the bookkeeping system (coming this summer!)
​The Bookkeeper's Clean-Up Kit gives you the tools and workflows to handle messy files and bring a new stream of revenue into your bookkeeping practice!

🎥 Where Have the Video Tips Been?

You might’ve noticed that our regular video tips have been on pause recently. That’s because Jackie Shaw just completed a big move to a new home! 🏡

We’ve taken a short break from filming while Jackie gets settled in, but don’t worry—we’ll be back soon with fresh, practical bookkeeping tips to help you sharpen your skills.

Thanks for your patience—we’re excited to dive back in with you soon!

We are so glad you are here. Whether you're exploring the new Bookkeeping Collective or jumping into one of our courses, we hope Brass Jacks can be a source of education, connection and growth for you this year.

Because let's face it—bookkeepers are better in community, and fostering that connection is what Brass Jacks is all about.

Happy bookkeeping!

Jackie Rockwell & Jackie Shaw (JR & JS)
The Brass Jacks Team