Morning Reader,

Between EHRs, calendar tools, email platforms, and clinical resources, subscriptions can stack up fast—and quietly drain your business bank account.

Here’s how to do a quick subscription audit that can save you hundreds (or more) each year:

1. Review your recent expenses

If you’re using QuickBooks Online, start by pulling a Transaction List by Vendor report for this year to date and look for recurring charges. You can also scan your bank statements if that's easier.

2. List everything out

Create a simple spreadsheet or note with the name, cost, frequency, and purpose of each subscription. Total it up—you might be surprised.

3. Cancel or consolidate

Cut anything you’re not using. Look for overlap (e.g., multiple scheduling or storage tools), and downgrade if you’re on a higher tier than needed.

4. Set a reminder to repeat

Subscriptions are sneaky. Add a quarterly reminder to your calendar so you can stay on top of renewals and price changes.

No matter how big or how small, reviewing expenses regularly is a best practice for all businesses. It helps you stay in control and maintain a well-managed practice—one that can stay strong for the long term.

The Update: News for Your Practice

1) 6 Leadership Principles That Elevate Morale and Transform Workplace Culture

Strong leadership can make or break workplace culture. Here are key leadership principles that have been shown to boost employee morale and help shape a more engaged, resilient, and productive team environment.

2) Free Tools to Audit Your Expenses​

Lots of options here that are free. Great for those who really don't like spreadsheets! There's a bit of irony here in subscribing to an app that unsubscribes your subscriptions :)

3) Why Local SEO Is a Must-Have For Small Business​

In today’s competitive digital landscape, small businesses need more than just a website. Local SEO is essential for boosting visibility in local search results, helping businesses like bakeries, clinics, and plumbers attract nearby customers and stay relevant in 2025.

Talk soon,

Emily

P.S. Hate your bookkeeping? Click here to see how we can do it for you.