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#bookkeeping

Bookkeeping

Modern bookkeeping techniques using plain-text and automated workflows

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Section 174A Is Back: How OBBBA Restored Immediate R&D Expensing for Small Businesses in 2026 (and the New Form 6765 Reporting Rules)
·mike

Section 174A Is Back: How OBBBA Restored Immediate R&D Expensing for Small Businesses in 2026 (and the New Form 6765 Reporting Rules)

OBBBA created Section 174A to permanently restore immediate expensing for domestic R&E after Dec 31, 2024. Learn the retroactive window that closed July 6, 2026, the new mandatory Form 6765 Section G for 2026, and how to tag domestic vs foreign costs by business component.

small-business
tax-compliance
r-and-d
Square vs. Shopify POS vs. Clover vs. Helcim: How Small Businesses Should Actually Choose a POS in 2026
·mike

Square vs. Shopify POS vs. Clover vs. Helcim: How Small Businesses Should Actually Choose a POS in 2026

Square is free and simple, Shopify wins for ecommerce, Clover lets you choose a processor, Helcim is interchange-plus. Learn the fee, hardware, and bookkeeping differences that decide the right POS in 2026.

small-business
point-of-sale
payments
Independent Tree Service and Arborist Bookkeeping: Storm-Surge Cash Flow, Equipment Costing, and the Winter Slowdown Plan
·mike

Independent Tree Service and Arborist Bookkeeping: Storm-Surge Cash Flow, Equipment Costing, and the Winter Slowdown Plan

Tree service cash flow surges after storms and stalls in winter. Learn how to track storm vs. routine jobs, cost chipper and bucket truck time, and build a cash reserve for the slow season.

small-business
bookkeeping
operations
Trust, But Validate: Why Handing Estimated Taxes and Worker Classification to AI Bookkeeping Tools Without Human Review Is a 2026 Risk Small Businesses Can't Afford
·mike

Trust, But Validate: Why Handing Estimated Taxes and Worker Classification to AI Bookkeeping Tools Without Human Review Is a 2026 Risk Small Businesses Can't Afford

AI bookkeeping tools can draft returns and classify workers, but they hallucinate law changes and miss control tests. Learn where human review is non-negotiable for estimated taxes and 1099 vs W2 decisions in 2026.

small-business
bookkeeping
tax-compliance
Used-Vehicle Dealer Compliance in 2026: FTC Buyers Guide, Warranty Disclosure, and the Inventory Costing That Keeps Gross Profit Honest
·mike

Used-Vehicle Dealer Compliance in 2026: FTC Buyers Guide, Warranty Disclosure, and the Inventory Costing That Keeps Gross Profit Honest

Every used vehicle needs its FTC Buyers Guide on the window with one warranty box checked — and each VIN's ACV plus recon, floorplan curtailment, and F&I reserve must tie to the guide the deal delivered.

compliance
business
finance
Affiliate Marketing Website Bookkeeping: Schedule C, 1099-NEC Gaps, and Recordkeeping for Niche Site Owners
·mike

Affiliate Marketing Website Bookkeeping: Schedule C, 1099-NEC Gaps, and Recordkeeping for Niche Site Owners

Affiliate marketing income is not passive — it's Schedule C business income. Learn how to handle 1099-NEC gaps, track network payouts, capitalize content costs, and keep records that survive an IRS check for niche site owners.

small-business
tax-compliance
bookkeeping
Auction House Bookkeeping: How the Buyer's Premium Becomes Revenue While the Hammer Price Stays a Liability You Owe the Consignor
·mike

Auction House Bookkeeping: How the Buyer's Premium Becomes Revenue While the Hammer Price Stays a Liability You Owe the Consignor

An auction house that books the hammer price as revenue will overstate sales by 4× and create an IRS mismatch. Learn how the buyer's premium is revenue, the hammer is a liability, and how to settle and 1099 the consignor correctly.

small-business
bookkeeping
finance
Backup Withholding in 2026: When 24% Applies, How to Avoid It With Valid W-9s, and the CP2100 Notice Response
·mike

Backup Withholding in 2026: When 24% Applies, How to Avoid It With Valid W-9s, and the CP2100 Notice Response

Backup withholding is 24% flat on reportable payments when the TIN is missing or the CP2100 says it is wrong — cured by a W-9 before payment and two B-notices within 15 business days, reported on Form 945.

tax-compliance
finance
small-business
Candle and Soap Maker Bookkeeping: Turning Wax, Fragrance, and Lot Numbers Into an IRS-Defensible COGS When a CPSC Recall Hits Your Batch
·mike

Candle and Soap Maker Bookkeeping: Turning Wax, Fragrance, and Lot Numbers Into an IRS-Defensible COGS When a CPSC Recall Hits Your Batch

Candle and soap makers turn wax and fragrance into COGS by lot, not by month. Learn how to build batch costing with lot numbers, track WIP and finished goods, and keep a recall-ready ledger that proves which batch went to which customer.

small-business
bookkeeping
finance
Candle and Soap Making Bookkeeping: Batch Costing Wax, Fragrance, and Lye, Inventory Shrinkage From Testing, and Pricing a Handmade Product Above the Craft-Fair Discount Trap
·mike

Candle and Soap Making Bookkeeping: Batch Costing Wax, Fragrance, and Lye, Inventory Shrinkage From Testing, and Pricing a Handmade Product Above the Craft-Fair Discount Trap

Candle and soap makers lose margin to untracked shrinkage from testing and giveaways. Learn batch costing by wax and fragrance, how to value WIP, and pricing that covers the craft-fair discount that eats profit.

small-business
bookkeeping
finance
Computer Repair Shop Bookkeeping: Costing Refurbished Inventory, Splitting Break-Fix From Recurring MSP Revenue, and Why Data Recovery Margins Are the Business's Best-Kept Secret
·mike

Computer Repair Shop Bookkeeping: Costing Refurbished Inventory, Splitting Break-Fix From Recurring MSP Revenue, and Why Data Recovery Margins Are the Business's Best-Kept Secret

A computer repair shop that lumps break-fix, MSP, and refurbished sales into one revenue line can't price any of them. Learn how to split the streams, cost refurbished inventory, and track the data recovery margin that subsidizes the front counter.

small-business
bookkeeping
finance
Cottage Food Laws Just Got a Food Freedom Upgrade: How 9 States Now Let Home Bakers Sell Cheesecakes and Cream Pies Without a Commercial Kitchen
·mike

Cottage Food Laws Just Got a Food Freedom Upgrade: How 9 States Now Let Home Bakers Sell Cheesecakes and Cream Pies Without a Commercial Kitchen

Nine states now let home bakers sell TCS foods like cheesecake under food freedom laws. Learn where the line moved in 2026, what still needs a license, and the bookkeeping that keeps a home bakery from outgrowing cottage status.

small-business
bookkeeping
finance
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