#bookkeeping
Modern bookkeeping techniques using plain-text and automated workflows
Form 8809 can give small businesses an extra 30 days to file many information returns, but it does not extend recipient statements. Learn the deadlines, 1099-NEC exceptions, e-file rules, and bookkeeping controls that keep the request valid.
How wedding photographers, caterers, and planners can price sub-50-guest micro-weddings profitably — a contribution-margin floor formula that separates fixed event costs from per-guest costs, package structures with explicit minimums and add-ons, and bookkeeping that keeps deposits, earned revenue, sales tax, and direct costs visible per booking.
Inland Revenue can report significant unpaid business tax to a credit reporting agency — GST, PAYE, or income-tax debt over NZ$150,000 that is 90+ days overdue, or debt unpaid for more than 12 months equal to at least 30% of assessable income. Here is how the 30-day Notice of Intent works from 1 April 2026, and the myIR review and reconciliation controls that keep a balance off your credit file.
Reverse factoring lets a supplier collect early from a finance provider while you still pay the full invoice at maturity. FASB ASU 2022-04 requires buyers to disclose key program terms, confirmed obligations outstanding, and an annual rollforward. Here is the data model, monthly reconciliation, and cash-flow analysis that keep those numbers defensible.
USPTO 2026 fee schedule for US small businesses: trademark classes, patent stages, and how to budget federal IP filings.
FinCEN moved the investment adviser AML rule's effective date from January 1, 2026 to January 1, 2028, covering roughly 20,000 SEC-registered advisers and exempt reporting advisers. Here's what the rule requires — SARs at $5,000, CTRs above $10,000, travel-rule recordkeeping at $3,000 — and a 24-month plan to build the program before the deadline.
Whether shipping is taxable depends on the destination state, the taxability of the items, who billed the delivery, and whether the customer could avoid the charge. This guide covers the five questions that control the answer, the main state-rule patterns in New York, Texas, California, Florida, Illinois, and North Carolina, how to allocate delivery charges on mixed taxable and exempt orders, and a monthly checklist for defensible shipping-tax records.
USDA's June 2026 final rule lets farm LLCs and S corporations claim one ARC/PLC payment limit per actively engaged owner — up to $164,000 per person for 2026 — but only if entity structure, per-member contributions, and farm/non-farm income splits are documented with FSA by September 15, 2026. Here's the bookkeeping that proves it.
Set least-privilege access, human approval gates on money movement, and an audit trail that links each action to its evidence before an AI assistant creates financial drafts, changes records, or touches a payment workflow.
Amazon limits most non-media product titles to 75 characters and adds a 125-character Item Highlights field. This workflow shows sellers how to inventory the catalog, decide what stays in the title, log every edit, and reconcile listing changes to SKU-level books.
A show-level bookkeeping system for comedy clubs — separate ticket, drink-minimum, and food revenue, settle performers from a written door-split formula, hold sales tax and tips as liabilities, and defer private-event deposits until the show is delivered.
Classify an employee advance as a wage payment, business-expense advance, or personal loan before the cash leaves the bank, route it through one Assets:Employee-Advances clearing account, and reconcile the open balance every pay run so it never becomes hidden compensation.
