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#cash-flow

Cash Flow

Track and optimize cash flow for better financial health and stability

354 postsView all tags
Moving Company Bookkeeping: Per-Move Job Costing, Fleet Depreciation, and Seasonal Cash Flow
·mike

Moving Company Bookkeeping: Per-Move Job Costing, Fleet Depreciation, and Seasonal Cash Flow

Moving companies earn 55-60% of revenue between May and August, then face a 50-70% winter trough. Job-cost every move, depreciate trucks under MACRS 5-year rules, hold a 12-18% peak-season reserve, and run a 13-week cash forecast so summer profit funds winter.

small-business
bookkeeping
trucking
Amazon FBA Reserve Holds Aren't an Expense: How to Book Withheld Settlement Funds
·mike

Amazon FBA Reserve Holds Aren't an Expense: How to Book Withheld Settlement Funds

An Amazon FBA reserve is money Amazon owes you, not a fee — book the withheld settlement as a current asset (Amazon Reserved Balances), not a P&L expense, so revenue is not understated and bank reconciliation ties.

amazon
e-commerce
bookkeeping
Business Overhead Expense Insurance: Who Pays Rent and Payroll If You Can't Work?
·mike

Business Overhead Expense Insurance: Who Pays Rent and Payroll If You Can't Work?

Business Overhead Expense (BOE) disability insurance reimburses a business for fixed costs — rent, staff payroll, utilities, leases — when the owner can't work due to illness or injury. It excludes the owner's own salary, pays 12 to 24 months after a 30-, 60-, or 90-day elimination period, and typically costs 1% to 3% of the monthly benefit per year. Premiums are deductible; benefits are taxable to the business.

insurance
business-insurance
risk-management
The FDCPA Won't Help You Collect That Unpaid Invoice: A Small Business Owner's B2B Collection Playbook
·mike

The FDCPA Won't Help You Collect That Unpaid Invoice: A Small Business Owner's B2B Collection Playbook

The Fair Debt Collection Practices Act covers consumer debt collected by third parties, so it does not govern a business chasing its own overdue B2B invoices — contract law, UCC Article 2, and state unfair-practice statutes do. This guide explains the two FDCPA tests most commercial receivables fail, and gives a five-step recovery sequence from contract clauses and a follow-up cadence through demand letter, small claims or a 15–40% contingency agency, and judgment enforcement.

accounts-receivable
collections-management
cash-flow
Why 71% of Small Business Owners Lose Sleep Over Money — and the Bookkeeping Habits That Let Them Sleep Again
·mike

Why 71% of Small Business Owners Lose Sleep Over Money — and the Bookkeeping Habits That Let Them Sleep Again

A May 2026 survey of 750+ U.S. small business owners found 71% report moderate to extremely high financial stress, 68% lose at least one night of sleep a month, and 62% cut or skipped their own pay in the past year. The owners who sleep better run five habits — a weekly cash-flow review, separate payroll and tax accounts, same-day invoicing with automated reminders, one to three months of operating reserve, and a 13-week forecast — in about 60 minutes a week.

small-business
bookkeeping
cash-flow
Credit Union vs. Bank for Small Business: Fees, Loan Rates, and the 12.25% Cap
·mike

Credit Union vs. Bank for Small Business: Fees, Loan Rates, and the 12.25% Cap

Credit union business checking averages about $4.15 a month against $12 to $15 at large banks, overdrafts run roughly $26.61 versus $31.24, and new-auto rates sit near 5.44% versus 7.41% — but federal credit unions may lend only 12.25% of assets to member businesses, so facilities above $500,000 usually still route to banks. A line-by-line comparison of fees, approval odds, membership eligibility, and a 60-day parallel-account switch that does not miss payroll.

banking
business-banking
small-business
The Fed Is on Hold: What the June 2026 Dot Plot Means for Your Next Business Loan
·mike

The Fed Is on Hold: What the June 2026 Dot Plot Means for Your Next Business Loan

The June 2026 dot plot moved the median end-of-year Fed funds projection from 3.4% to 3.8%, erasing the cut many borrowers were waiting for. Here is how prime at 6.75% flows into SBA 7(a), term loan, and line-of-credit pricing, when to lock fixed versus float variable, and the debt-schedule bookkeeping that gets you quoted 0.5%-1.0% lower.

business-loans
sba-loans
financing
How Much Cash Should Your Small Business Keep in Reserve? A Practical Emergency Fund Guide
·mike

How Much Cash Should Your Small Business Keep in Reserve? A Practical Emergency Fund Guide

The median small business holds just 27 days of cash buffer, and a quarter hold fewer than 13. This guide shows how to size a reserve at three to six months of essential fixed costs, where to hold it, how to fund it in four stages, and how to book it as an asset account so transfers never distort profit.

emergency-fund
cash-flow
small-business
A Fed Rate Hike Is Back on the Table: What Small Business Owners Should Do About Variable-Rate Loans and SBA Financing Before the Next FOMC Meeting
·mike

A Fed Rate Hike Is Back on the Table: What Small Business Owners Should Do About Variable-Rate Loans and SBA Financing Before the Next FOMC Meeting

A potential 2026 Fed hike would lift prime and SOFR within days, raising payments on variable-rate lines, cards, and SBA 7(a) loans. Learn which loans reprice first, how to stress-test at +50 bps, and what to lock before the next FOMC meeting.

small-business
loans
sba
Parking Garage and Valet Bookkeeping: Reconciling Five Revenue Streams and the 30-Day Client Float
·mike

Parking Garage and Valet Bookkeeping: Reconciling Five Revenue Streams and the 30-Day Client Float

A parking operator's chart of accounts and close process — how to separate transient, monthly permit, corporate, valet, and event revenue, book monthly permits as deferred revenue, back parking tax out of tax-inclusive rates, and hold at least 1.5× one month's gross client collections before signing a management agreement with 30-day remittance terms.

bookkeeping
revenue-recognition
reconciliation
The 2026 CRE Maturity Wall: A Small Landlord's Guide to Refinancing Into Higher Rates
·mike

The 2026 CRE Maturity Wall: A Small Landlord's Guide to Refinancing Into Higher Rates

About $875 billion in CRE loans mature in 2026. Learn what the maturity wall means for small landlords, how higher rates and lower valuations create an equity gap, and a 9-to-12-month checklist to prepare your refinance.

real-estate
loans
small-business
Corporate Card and Expense Management Software in 2026: Automated Receipt Matching, Real-Time Controls, and Free vs. Paid Plans
·mike

Corporate Card and Expense Management Software in 2026: Automated Receipt Matching, Real-Time Controls, and Free vs. Paid Plans

Corporate card and expense platforms in 2026 now auto-match receipts via OCR, enforce spend controls at authorization, and sync to your books — with free tiers funded by interchange and paid plans at $5–$15 per user unlocking advanced approvals and ERP mapping.

expense-management
small-business
accounting
Showing 25–36 of 354 posts