Upstream Blogs

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

One of the biggest challenges we see with business owners is not knowing where their money should be going each month. We have worked with many clients who were bringing in good revenue but still felt stressed because they were unsure how much to spend, how much to save for taxes, and whether they were actually making a profit. Once we helped them break their numbers into simple percentages, everything started to feel more clear and manageable.

Read more

8 ways to tell if your business is doing well financially

One thing we hear often from business owners is, “I feel busy, but I am not sure if my business is actually doing well financially.” We have worked with many clients who were bringing in sales but still felt unsure about their financial position. Once we walked through a few key numbers together and put simple systems in place, they finally had clarity on where they stood and what needed to improve.

Read more

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

Read more

8 ways to tell if your business is doing well financially

Read more

How messy bookkeeping can affect your taxes

Read more

How often should you really look at your numbers as a business owner?

Read more

March 25, 2026

4 Ways to Reduce Your Taxes Before You File

Read more

March 18, 2026

Beware of these common tax & business scams

Read more

March 11, 2026

What to do when your bookkeeper or accountant is retiring

Read more

Transform Your Business With a Money Mindset Shift!

Read more

February 19, 2026

Thinking About Hiring a Business Coach in 2026?

Read more

Get In Touch

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.