A practical week-by-week, quarter-by-quarter, and year-end tax preparation checklist for small business owners — covering 2026 IRS deadlines, estimated tax payments, deductions, 1099 filing, and the bookkeeping habits that turn April from a sprint into a routine handoff.
A practical six-step checklist for matching customer payments to invoices, cutting unapplied cash, and turning month-end close from a multi-day scramble into a routine continuous process.
A diagnostic accounting client intake form captures decision-makers, transaction volumes, historical issues, and billing constraints — preventing the scope creep that costs firms up to 20% of annual revenue.
A practical guide to engagement letters for service businesses covering the eleven components every letter needs, the drafting mistakes that cost professionals real money, and how a signed letter connects to accurate revenue forecasting and accounts receivable in your books.
A structured checklist of documents required to open a business bank account, organized by entity type—sole proprietorship, LLC, corporation, and partnership—with fee comparisons, opening deposit ranges, and the five mistakes that send applicants home empty-handed.
Nine costly DIY bookkeeping mistakes—from mixing personal and business expenses to skipping year-end adjustments—with concrete fixes for each, so you can keep clean books without hiring a full-time accountant.
Revenue is one of the least useful indicators of business health. This guide walks through 10 diagnostic questions—covering gross margin, current ratio, DSCR, AR turnover, and more—that reveal whether your business is actually on solid financial footing.
A step-by-step guide to the month-end close process for small businesses—covering bank reconciliation, accrual recording, and financial statement review, with benchmarks showing most businesses close in 5–10 days.
A 10-step month-end close checklist covering revenue recording, bank reconciliation, AR/AP updates, depreciation, and financial statement review—designed to help small businesses close their books in five days or fewer.
Gain clarity on your small business's financial health with this practical checklist tailored for Beancount users. Learn how to assess liquidity, profitability, insolvency, and operational efficiency effectively.
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