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42 tagged with "Accrual Accounting"

Accrual method accounting principles, conversion from cash basis, and revenue recognition timing

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ASC 606 for SaaS Startups: The Five-Step Model, Deferred Revenue, and the Mistakes That Sink Audits
·mike

ASC 606 for SaaS Startups: The Five-Step Model, Deferred Revenue, and the Mistakes That Sink Audits

ASC 606 requires SaaS companies to recognize revenue as the service is delivered, not when cash is collected. This guide walks through the five-step model, the deferred revenue schedule auditors scrutinize, and the six recurring mistakes that trigger restatements during fundraising diligence.

saas
revenue-recognition
accrual-accounting
startup
+4
Form 3115 Demystified: How to Change Your Accounting Method and Unlock Tax Savings
·mike

Form 3115 Demystified: How to Change Your Accounting Method and Unlock Tax Savings

Form 3115 lets U.S. taxpayers change accounting methods and use a Section 481(a) adjustment to recover missed deductions or correct multi-year errors on a single current-year return, without amending prior years.

tax-compliance
tax-planning
depreciation
cost-segregation
+4
The Tax Professional's FAQ: Working with Bookkeepers Without the Friction
·mike

The Tax Professional's FAQ: Working with Bookkeepers Without the Friction

A practical FAQ for CPAs and tax preparers who inherit a client's books from a third-party bookkeeper—covering opening balance verification, year-end document checklists, 1099 ownership, cash-to-accrual conversions, and the handoff habits that prevent March surprises.

tax-preparation
bookkeeping
cpa
reconciliation
+4
Profitable But Broke: Why Businesses Run Out of Cash
·mike

Profitable But Broke: Why Businesses Run Out of Cash

A profitable P&L and an empty bank account are not a contradiction—they are a timing problem. A breakdown of the five silent cash drains (AR, inventory, loan principal, capex, owner draws) and how a 13-week forecast reveals them before they sink the business.

cash-flow
small-business
accrual-accounting
forecasting
+4
How to Convert from Cash Basis to Accrual Accounting: A Step-by-Step Guide
·mike

How to Convert from Cash Basis to Accrual Accounting: A Step-by-Step Guide

Learn how to convert from cash basis to accrual accounting step by step. Covers the four key adjustments (receivables, accrued expenses, prepaid expenses, deferred revenue), IRS Form 3115 filing requirements, Section 481(a) adjustments, common mistakes, and tips for a smooth transition.

accounting
small-business
bookkeeping
tax
+2
Unearned Revenue: What It Is, How to Record It, and Why It Matters
·mike

Unearned Revenue: What It Is, How to Record It, and Why It Matters

Learn what unearned revenue is, why it's classified as a liability, how to record it with journal entries, real-world examples from SaaS to gift cards, tax implications, and best practices for managing deferred revenue.

accounting
small-business
bookkeeping
financial-statements
+4
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