#bookkeeping
Bookkeeping
Modern bookkeeping techniques using plain-text and automated workflows
Regulation Crowdfunding: How Founders Raise Up to $5 Million From the Public Without Hiring Wall Street
Reg CF lets non-reporting U.S. companies sell securities to the public up to $5 million per rolling 12 months through an SEC-registered funding portal. This guide walks through the $124,000 investor limits, Form C disclosure, bad-actor checks, tombstone advertising, ongoing C-U and C-AR filings, and the bookkeeping for SAFEs, offering costs, and escrow that founders most often get wrong.
Salon and Barbershop Booth Rental Bookkeeping: Schedule C vs Schedule E, 1099 Rules, and Self-Employment Records
Salon and barbershop booth rent can land on Schedule C, Schedule E, or both — and it is usually the booth renter, not the shop, who owes the Form 1099-MISC. A practical guide to worker classification, deductions, and audit-ready bookkeeping for shop owners and booth renters.
Section 139 Disaster Relief Payments: Tax-Free Employer Aid After Federally Declared Disasters
Section 139 lets employers pay employees tax-free aid after a federally declared disaster — no FICA, no W-2 reporting, no 1099, and fully deductible to the employer. The guide covers qualifying expenses, the disaster definition, the documentation that survives an audit, and a worked $54,000 example.
Section 45W Commercial Clean Vehicle Credit: How Business Fleets Still Claim Up to $40,000 in 2026 After the OBBBA Cliff
Section 45W ended for vehicles acquired after September 30, 2025, but businesses with a binding contract and a payment by that date can still claim up to $7,500 for light EVs or $40,000 for heavy trucks in 2026 — here is how the credit is calculated, filed on Form 8936, and refunded as cash to tax-exempt fleets through elective pay.
Section 988 Foreign Currency Transactions: A Tax Guide for Importers, Exporters, and Remote Workers
Section 988 of the Internal Revenue Code makes foreign-exchange gains and losses ordinary, not capital. Importers, exporters, and remote workers paid in euros or pounds get full ordinary-loss deductions with no $3,000 cap, a same-day election to convert forward-contract gains to capital, and a $200 per-transaction de minimis exception for personal travel currency.
Staffing Agency Accounting: Bill Rate, Burden, and the Payroll-to-Payment Gap
How staffing agencies should price bill rates above fully burdened pay rates, read gross margin by placement type, and book invoice factoring without hiding the spread. Includes burden components (FICA, FUTA, SUTA, workers' comp), a placement-aware chart of accounts, and the DSO math behind payroll funding gaps.
Undeposited Funds Explained: How the Holding Account Works and How to Clear a Stuck Balance
Undeposited funds is a temporary asset account that holds customer payments between receipt and bank deposit, letting individual receipts match a lump-sum bank line. This guide covers the three-step journal pattern, four common ways stuck balances accumulate, and three cleanup methods that preserve audit history.
Vending Machine Route Bookkeeping: Reconciling Cash, Tracking COGS, and Knowing the True Profit of Every Location
How to keep books for a vending route at the machine level — reconciling DEX cash counters against deposits, tracking COGS and site commissions per location, and computing the contribution margin that tells you which machines to keep, optimize, or pull.
Bank Feed Rules: How to Automate Transaction Categorization Without Your Books Drifting
Bank feed rules cut bookkeeping time 40–60% and push error rates below 0.5%, but rule-only matching tops out at 60–70% accuracy. This guide shows how to set up rules that hold, catch silent drift, and decide where AI belongs.
Barter Transactions: How to Record Trades and Report Them to the IRS
Every barter trade creates taxable income equal to the fair market value of what you receive. Record it as a paired sale and expense through a barter clearing account, then report it on Schedule C—including 15.3% self-employment tax—and watch for Form 1099-B from barter exchanges.
Bookkeeping for Food Truck Owners: Cash Sales, COGS, and Sales Tax
A step-by-step bookkeeping system for food trucks — separating business money, building a truck-specific chart of accounts, running a daily cash close, tracking food cost at 25–30% of revenue, and treating collected sales tax as a liability rather than income.
Bookkeeping for Landscaping & Lawn Care: Job Costing, Seasonal Cash Flow, and Crew Labor
Landscaping books need four things a generic ledger lacks — job costing, seasonal cash flow forecasting, burdened crew labor, and a service-line chart of accounts. This guide shows how to set up each so your numbers reveal which work earns margin and how much cash bridges the off-season.