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About Kathleen Lee

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So far Kathleen Lee has created 38 blog entries.

Why Small Business Owners Are Switching to Outsourced Bookkeeping Services in 2026 (And How It Impacts Profitability)

There is a quiet shift happening in the way small business owners think about their finances in 2026. It is not dramatic or loud, but it is consistent. More and more entrepreneurs are stepping back from trying to manage everything themselves and are instead choosing to trust professionals with one of the most important parts [...]

The Seal of Certainty: Why Notary Services are a Strategic Asset for Modern Leaders

The modern corporate landscape demands more than just a handshake to solidify a deal. As a leader, you must navigate a world where digital transformation and global expansion increase the necessity for rigorous authentication. A notary public serves as an officially commissioned official who acts as an impartial witness to the signing of documents, verifying [...]

Why Every Business Owner Should Stop Using a Personal Bank Account

In an ideal world, every business would open a dedicated business bank account before conducting its first commercial transaction. But even if you’ve been running your business through a personal account, it’s never too late to make the switch. Regardless of your business size, separating your finances shouldn’t be a question of if, but [...]

A 2 AM Mortgage Closing at the Bolingbrook Truck Stop

At 2:00 in the morning, the Bolingbrook truck stop is usually just a place for drivers to fuel up or grab some rest. But earlier this week, it became the unexpected location for a major life milestone. While most of Will County was asleep, we were out there meeting a driver who needed help [...]

Why Cash Flow Problems Are Silently Hurting Your Small Business

As a small business owner, I’ve seen firsthand how cash flow issues can quietly derail even the most promising companies. You might be generating revenue, closing deals, and growing your customer base—but still struggling to pay bills on time or feel confident about your financial future. Many entrepreneurs start searching for answers like how to [...]

How to Calculate and Manage Your Monthly Operating Expenses

For small business owners, knowing your monthly operating expenses is crucial for managing cash flow, staying profitable, and planning for lean months. Operating expenses are recurring costs necessary to run your business, but they are not directly tied to producing goods or services (those fall under Cost of Goods Sold). Examples include rent, utilities, [...]

When to Use a Notary Public in Plainfield for Important Documents

As a business owner, I’ve seen firsthand how one small oversight on a document can create massive headaches later. Whether it’s a real estate transaction, a power of attorney, or a loan package, paperwork matters. Signatures matter. And in many cases, having those signatures properly notarized matters even more. I’m Kathleen Lee, owner of [...]

Essential Bookkeeping Tips for Self-Employed and New Business Owners

Being self-employed or starting your own business gives you the freedom to choose your path—but it also comes with the responsibility of keeping your finances organized. Without careful bookkeeping, even small mistakes can quickly spiral out of control. Missing receipts or incomplete records can lead to costly surprises at tax time, reducing your hard-earned [...]

How to Clean Up Your “Shoe Box” of Receipts: A Step-by-Step Guide

If you’re a small business owner, freelancer, or entrepreneur, chances are you’ve been there before. A drawer stuffed with receipts. A folder on your desk that keeps growing. Maybe even an actual shoebox filled with crumpled paper you swear you’ll organize “someday.” You’re not alone—and you’re not failing. You’re simply busy. I’m Kathleen Lee, owner [...]

Smart Bookkeeping Tips Every Small Business Owner Should Know

When you’re running a small business, it’s easy to get caught up in daily operations and overlook your books — until it’s too late. Effective bookkeeping is more than just keeping records; it’s the backbone of informed decision-making and long-term success. Whether you’re managing your own books or working with a professional bookkeeper, following [...]

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