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#bookkeeping

Bookkeeping

Modern bookkeeping techniques using plain-text and automated workflows

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Section 174A Explained: How OBBBA Restores Immediate R&D Expensing for Software Companies
·mike

Section 174A Explained: How OBBBA Restores Immediate R&D Expensing for Software Companies

The One Big Beautiful Bill Act's Section 174A permanently restores immediate tax deduction of domestic software development and R&E costs for tax years beginning after December 31, 2024, reversing the five-year amortization rule that had strained small tech companies' cash flow since 2022.

tax
tax-planning
tax-deductions
Retail Return Fraud and Wardrobing: How to Catch It in Your Books
·mike

Retail Return Fraud and Wardrobing: How to Catch It in Your Books

Wardrobing and other return fraud account for roughly 10–15% of retail returns and cost U.S. retailers over $100 billion a year; reason-code tracking, customer-level return reports, and a monthly returns reserve are the bookkeeping controls that catch it before it erodes margin.

fraud-detection
fraud-prevention
refund-management
The Sales Tax Vendor Discount: A Small-Business Guide to Getting Paid for Filing on Time
·mike

The Sales Tax Vendor Discount: A Small-Business Guide to Getting Paid for Filing on Time

About 30 U.S. states let businesses keep a percentage of the sales tax they collect — a vendor discount or collection allowance — for filing and paying on time, with Colorado eliminating its discount and South Dakota suspending its own heading into 2026.

sales-tax
tax-compliance
tax-deadlines
State Data Breach Notification Laws: A Small Business Compliance Guide
·mike

State Data Breach Notification Laws: A Small Business Compliance Guide

Every US state has its own data breach notification law, with individual-notice deadlines ranging from 30 days (California, Colorado, Florida, New York, Washington) to 60 days (Connecticut, Texas), and small businesses must comply with the law of every state where an affected person lives, not just their home state.

security
compliance
small-business
Veterinary Practice Bookkeeping: AAHA Chart of Accounts and Drug Inventory Controls
·mike

Veterinary Practice Bookkeeping: AAHA Chart of Accounts and Drug Inventory Controls

Pharmaceuticals and supplies run 20-25% of revenue at a typical small-animal practice, and the AAHA/VMG chart of accounts plus DEA-compliant drug logs are what keep that margin from quietly leaking away.

bookkeeping
healthcare
inventory
Will AI Replace Your Bookkeeper? What the BLS Data Actually Shows
·mike

Will AI Replace Your Bookkeeper? What the BLS Data Actually Shows

BLS data projects a 6% decline in bookkeeping clerk employment through 2034 while accountant and auditor employment grows 5%, a split driven by AI automating transaction coding and data entry while leaving judgment-based work to humans.

ai
bookkeeping
automation
The Cash Balance Plan: How High-Earning Business Owners Contribute $200,000+ a Year Toward Retirement
·mike

The Cash Balance Plan: How High-Earning Business Owners Contribute $200,000+ a Year Toward Retirement

Beyond the 401(k): how owners 50+ use a cash balance pension to deduct $200k–$400k a year — who benefits, what it costs, and why it requires annual funding and actuarial discipline.

retirement
small-business
finance
Taxidermy Studio Bookkeeping: Costing Mounts, Sales Tax, and Cash Flow Through the Off-Season
·mike

Taxidermy Studio Bookkeeping: Costing Mounts, Sales Tax, and Cash Flow Through the Off-Season

In most states taxidermy labor — not just materials — is subject to sales tax, and accurate mount pricing requires materials, labor, and allocated overhead; this guide covers job costing, sales tax rules, and cash flow forecasting for a trade where most revenue lands in a three-month season.

bookkeeping
small-business
cash-flow
Writing Down Obsolete and Slow-Moving Inventory: Lower of Cost or Net Realizable Value Explained
·mike

Writing Down Obsolete and Slow-Moving Inventory: Lower of Cost or Net Realizable Value Explained

Don't carry dead stock at full cost — GAAP's lower of cost or NRV rule requires writing obsolete and slow-moving inventory down to what you can actually realize, with a repeatable month-end workflow.

inventory
bookkeeping
small-business
Lease vs. Buy Equipment in 2026: Section 179, Total Cost of Ownership, and the Real Tax Math
·mike

Lease vs. Buy Equipment in 2026: Section 179, Total Cost of Ownership, and the Real Tax Math

Don't compare monthly payments — compare after-tax lifetime cost. How Section 179, 40% bonus depreciation, and ASC 842 change the lease vs. buy math in 2026.

small-business
tax-compliance
bookkeeping
The 2026 Form 990 Transparency Overhaul: What Nonprofits Must Disclose About Government Grants and Fiscal Sponsorships
·mike

The 2026 Form 990 Transparency Overhaul: What Nonprofits Must Disclose About Government Grants and Fiscal Sponsorships

Treasury proposes granular Form 990 disclosure of government grants and fiscal sponsorships — with structured data and automated review. Build the grant register and project ledger now.

nonprofit
tax-compliance
compliance
Managing Sales Tax Exemption & Resale Certificates: 6 Best Practices to Survive an Audit
·mike

Managing Sales Tax Exemption & Resale Certificates: 6 Best Practices to Survive an Audit

One missing resale certificate can reprice years of sales as taxable — collect the right form at checkout, validate it on receipt, renew 60 days before expiry, and tie every certificate to its invoices.

sales-tax
tax-compliance
small-business
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