INSIGHTS
Small business financial strategy, without the finance-speak.
Bookkeeping best practices, tax planning that keeps money in your business, payroll compliance, and fractional CFO thinking. The small business accounting blog is written by the team that handles this work for businesses every day, in plain English, without the fluff.
Real Estate Investor Tax Strategies: How Rental Property Owners Can Lower Taxes and Keep More Income
A rental property can produce positive cash flow while reporting a tax loss. It can also show taxable income while the owner feels short on cash. Mortgage principal, depreciation, capital...
What Is Reinvestment Tax Planning? How to Grow Your Business and Lower Your Tax Bill
A profitable year creates a practical decision for a business owner: how much cash should remain available for taxes and operations, and how much should go toward the next stage of growth?...
Your Fall Fundraiser Is Coming. Can Your Financial Reports Answer Donor Questions?
A compelling campaign may open the conversation, but continued donor confidence often depends on what happens next. Nonprofits need financial reports that can clearly explain restricted gifts, grant...
Your Business Has Grown. Have Your Financial Systems Kept Up?
Growth can expose weaknesses in bookkeeping, payroll, reporting, and cash-flow processes that were easy to manage when the business was smaller. Financial systems rarely fail in one dramatic moment....
Your Bookkeeping Isn’t Just for Taxes: How Professional Service Firms Can Use Their Numbers to Make More Money
For many professional service firms, bookkeeping has a very specific purpose: keep everything organized enough to file the tax return. Transactions get categorized. Bank accounts get reconciled....
Before You Make Your September 15 Estimated Tax Payment, Check These 5 Numbers
September 15 is the third-quarter estimated tax payment deadline for many business owners. By this point in the year, it is tempting to pull up the estimate your accountant gave you earlier in the...
More Clients. More Funding. More Paperwork. Is Your Health & Human Services Organization Ready for Fall?
For many Health & Human Services organizations, fall does not arrive quietly. Summer programs wind down. School and family schedules change. Service demand may increase. Staffing needs shift....
September 15 Is Coming: 3 Tax Deadlines Business Owners Can’t Afford to Miss
September 15 can be an easy tax date for business owners to underestimate. It does not have the same visibility as April 15, but for many owners, investors, corporations, partnerships, and S...
Back-to-School Sales Are Up. So Why Is the Stock Room Stressing Everyone Out?
For many independent retailers, August brings a welcome change of pace. Families are shopping for school supplies, children's clothing, shoes, backpacks, electronics, sporting equipment, and...
QuickBooks Can Track Your Numbers. That Doesn’t Mean It Explains Them.
If you've been in business for more than a few years, you've probably said some version of this yourself. "Everything is in QuickBooks." For many businesses, that's completely accurate. Bank feeds...
Why Professional Service Firms Start Losing Visibility as They Grow
The hidden reasons consulting firms, marketing agencies, IT providers, engineering firms, and other service businesses begin feeling the strain long before year-end. If you ask the owner of a...
The “I’ll Fix It Later” List: Why Small Financial Problems Start Catching Up by August
Running a small business means making decisions all day long. Some move the business forward. Others simply keep things moving until there's time to revisit them. Most small business owners have a...
Wondering what any of this looks like for your business?
The articles cover the general principles. Every business has specific details. If you’d like to bring yours to a 30-minute conversation, we’ll listen first, then only recommend what actually fits.
