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.
Are You Paying Yourself the Right Amount as an S Corporation Owner?
A business owner recently called us with what seemed like a simple question. His company was having its strongest year since opening. Revenue was ahead of plan. Cash flow was healthy. The business...
Why Do Real Estate Investors Always Owe More Taxes Than They Expected?
One of the more common conversations we have with real estate investors starts with some version of the same question: "I thought real estate was supposed to be tax-friendly. Why do I still owe so...
Five Financial Decisions Smart Business Owners Should Make Before Q3
By the time July arrives, most business owners have a pretty good sense of how the year feels. What's interesting is that feeling doesn't always match the numbers. We've sat down with owners who...
Selling an Investment Property This Summer? Plan Your 1031 Exchange Before You Close
Summer tends to be a busy season for real estate transactions. Properties that have been sitting on the market start moving. Investors take advantage of favorable conditions. Long-term rental...
Minnesota Tax Law Changes 2026: What the New Tax Bill Means for Minnesota Taxpayers
Most people are not spending their evenings reading Minnesota tax legislation. That's probably for the best. The state's newly signed 2026 tax bill spans hundreds of pages and covers everything from...
June 15 Estimated Tax Payments Are Coming: What Small Business Owners Should Review Now
For many small business owners, April feels like the finish line of tax season. Returns are filed, documents are put away, and attention shifts back to running the business. Then, just a couple of...
The Mid-Year CEO Meeting Most Small Business Owners Never Have
Seven Questions Every Small Business Owner Should Answer Before the Second Half of the Year Begins. June is a strange month for small business owners. Tax season is behind you. Summer is starting....
Before Summer Gets Busy, Ask Your Restaurant These 6 Questions
Memorial Day is behind you. Summer is here. Before the busiest stretch of the year takes over, now is the perfect time to step back and see what your restaurant's numbers, systems, and operations...
Your Business Has 14 Tabs Open and None of Them Agree
Running a profitable small business is supposed to feel exciting. More clients. More revenue. Bigger months. So why do so many business owners still feel stressed every time payroll runs, taxes come...
Retail Owners Love Summer Traffic Until the Payroll Hits
Every retail business owner loves hearing this sentence: “Summer is going to be huge this year.” Until the invoices start showing up. Suddenly: inventory orders double seasonal staff needs increase...
The Real Reason Many Small Business Owners Always Feel Behind
One of the clearest signs a small business is operating reactively? The owner checks the bank account before making decisions more often than they check actual financial reports. Not because they...
Your Rentals Are Full… So Why Doesn’t It Feel Like It?
From the outside, owning rental property can look incredibly profitable. Units are occupied. Rent checks are coming in. Properties are appreciating. Demand looks strong. So why do so many real...
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.
