Breaking the Cycle: How a Small Business Owner Took Back Control With Smarter Bookkeeping

She wasn’t a finance person—and definitely didn’t love QuickBooks.

Three years ago, Amanda opened a small cake shop in Missouri.
“I just wanted to do something I loved,” she laughs. “Turns out the hardest part wasn’t baking—it was running the business.”

Like many first-time founders, she tried to handle it all: bookkeeping, payroll, taxes, vendor payments, inventory, scheduling. But as orders grew, so did the chaos. She was still entering receipts manually at 11PM.

“I wasn’t running the business. I was putting out fires.”

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The real problem wasn’t Amanda—it was an invisible system failure.

“I thought I was just bad with numbers,” Amanda says. “But the real issue was a broken backend.”

• Revenue and expenses weren’t categorized
• She didn’t know which clients were profitable
• She couldn’t forecast cash flow
• She didn’t know what she owed in taxes—or when

“Every month felt like a guessing game… guess the tax bill, guess the profits, guess how long I could keep the lights on.”

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That’s when she found uTaxes

A friend referred her to uTaxes.
“They told me: ‘We don’t just do bookkeeping—we give you back control.’ I didn’t believe it at first. But after one discovery call, I knew they were serious.”

Instead of talking spreadsheets, the uTaxes advisor asked questions like:

“What do you want your business to become?”
“How often do you want to know if you're making money?”
“Would you rather be with your kids at night—or fighting spreadsheets?”

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Three months later, everything changed.

• Her books were categorized, every transaction traceable
• She finally understood her margins, cash flow, and cost structure
• She received monthly “Owner Reports” that showed where she could grow—or cut
• Her tax obligations were forecasted 60+ days ahead, not a surprise

“I went from not knowing if I had money… to confidently deciding where to invest it.”

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Amanda rediscovered why she started the business

She stopped baking every cake herself.
She trained two full-time bakers.
She launched online ordering.
She ran a Mother’s Day campaign that turned her first five-figure profit.

“Loving your product is one thing. Building a business is another.”

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What uTaxes really offers: Financial clarity for your next stage of growth

Most small business owners don’t fail from lack of effort—they get stuck in back office quicksand.
uTaxes gives you the tools and people to escape it:

• 📊 Monthly bookkeeping and actionable reports
• 💵 Integrated payroll setup and management
• 🧾 Stress-free tax prep and filing
• 🧠 Fractional CFO insights for better business decisions