Resources
Guides for business owners
Short articles on reading financial statements, managing cash flow and keeping good records. These guides are general information, not tax advice.
The year-end books checklist: what to hand your CPA.
Clean books turn tax season into a hand-off. What to gather and reconcile before your CPA starts, with a month-by-month timeline that begins in October.
How to read your P&L in five minutes a month.
Your profit & loss statement answers three questions every owner should ask monthly. A line-by-line walkthrough, no accounting degree required.
Read the guideReal estate6 min readOne property, one ledger: rental books that stay organized.
Keep income and expenses separate by property, track improvements apart from repairs, and year-end becomes a hand-off to your CPA.
Read the guideRunning the business5 min readProfitable on paper, broke in the bank.
Your P&L says you made money. Your bank account disagrees. Both are telling the truth. Here is how to read them together.
Read the guideBookkeeping4 min readStop mixing business and personal money.
Commingled accounts are the number-one cause of messy books, missed expenses, and weakened liability protection. How to unwind it in one afternoon.
Read the guideBookkeeping4 min readFive 15-minute habits that keep your books clean.
You do not need an accounting degree. A short weekly routine prevents most of the messes we get hired to clean up.
Read the guideRunning the business5 min readDIY, software, or bookkeeper: when to hand off your books.
An honest look at the three stages of small-business bookkeeping, including the stage where you genuinely should not pay someone like us.
Read the guideNeed help with your books?
Monthly bookkeeping from $199 a month, reconciled and closed by the 10th. Tell us where the books stand and we will reply within 30 minutes in business hours.