Resources

Bookkeeping Resources

Stay informed and ahead of financial challenges with our expert-curated guides, powerful tools, and practical tips—designed specifically for small business owners and freelancers like you! Talbott Bookkeeping Resources will enable you to dynamically enhance your business.

Our Resources

Bookkeeping Basics

A bookkeeping resource that helps you to streamline and automate your finances.

Tax Prep & Compliance

A bookkeeping resource that helps you complete your taxes and save money with deductions.

Business Growth & Planning

A bookkeeping resource that helps you strategize your business profitability and scaling.

At Talbott Bookkeeping, we proudly serve the Greater Philadelphia area with expert bookkeeping services. Moreover, our resources help local businesses simplify their financial management and improve accuracy. Additionally, we provide tips and tools to keep you compliant with tax regulations. Whether you are starting out or growing, our team supports your business every step of the way. Therefore, choosing Talbott Bookkeeping means gaining a trusted partner dedicated to your financial success. Finally, explore our resources today to take control of your bookkeeping in Philadelphia.

Master Your Finances: Small Business Bookkeeping Tips

Most small business owners are masters of their craft—yet when it comes to finances, many feel like they’re walking into tax season with nothing but a box of receipts.

In this conversation with Carl Richards, we dive into...

Why small, simple steps—like categorizing ten expenses—can create momentum and confidence

How to regain control when your finances (or life) feel overwhelming

Why organization in money spills over into every other area of your business and life

The surprising freedom that comes from visibility—even when the numbers aren’t perfect Whether you’re an entrepreneur, freelancer, or small business owner, this discussion will help you move from chaos to clarity and put you back in the driver’s seat.

From Chaos to Clarity: How Small Steps Unlock Financial Confidence for Business Owners

Running a small business often feels like you’re stuck in startup mode—grinding every day, juggling money, time, and energy.

But here’s the truth: clarity doesn’t always come from massive changes. Sometimes, it starts with something as simple as categorizing ten expenses, reconciling a bank account, or cleaning your office.

Whether you’re a small business owner, a creative entrepreneur, or someone feeling overwhelmed by finances, the video below will give you a practical, empowering way to take back control.

Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just card stock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money.

Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally.

Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori.

Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah.

In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (97 of them, to be exact).

When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends.

FULL INTERVIEW: The Power of Order & The Four Capitals: A Conversation with Carl Richards

In this candid conversation, Carl Richards—CFP®, creator of The Sketch Guy column in The New York Times, and author of Your Money—joins Brian Talbott to explore how small, controllable actions create momentum in business and life.

We dive into why “order expands,” how to reallocate money, time, attention, and energy, and how to close the gap between what we say we value and how we actually behave.

    
 
 
         
   Kyle Jenkins 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian has been a fantastic bookkeeper he was able to sort through our books in no time at all and get us ready for tax season. Highly Recommend!
  
 
        
   Steven Brown 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian is a very detail oriented bookkeeper that is very timely in getting back to you and getting your reports done.  He's an competent problem solver and accurate with his financial reporting.  I highly recommend his services!
  
 
        
   Berean Finance 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian has been an amazing help with setting up payroll and getting the church's books up to date. Highly recommend!
  
 
        
   Kotaro Kojima 
 
 
 
 Trustindex verifies that the original source of the review is Google. Phenomenal bookkeeper!  Attention to detail is unmatched and a superb communicator!  I recommend wholeheartedly!
  
 
        
   Z T PhonehomE 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian has been a wonderful addition to my growing business. Very personal experience and excellent bookkeeping knowledge. Highly recommended!
  
 
        
   Jim Link 
 
 
 
 Trustindex verifies that the original source of the review is Google. Brian has been extremely helpful in bringing my books up to date and helping me implement my company's payroll system.    Highly recommend!
  
 
  
 
  
 
   Google rating score: 5.0 of 5, based on 7 reviews 
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

"Brian has been a tremendous help in setting up QuickBooks and cleaning up my accounts. His guidance has saved me so much time and effort!"

VICTORY BAPTIST CHURCH

"Brian has been our bookkeeper for over 15 years and is a huge asset to our organization. His attention to detail and commitment to excellence are unmatched!"

BETH, CPA

"Brian is fantastic to work with! His expertise simplifies tax preparation, making my job much easier and stress-free."