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Financial Reporting

Create accurate financial reports and statements for better insights

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Bookkeeping for Document Shredding & Data Destruction Businesses
·mike

Bookkeeping for Document Shredding & Data Destruction Businesses

A chart-of-accounts guide for document shredding and data destruction companies covering three revenue streams (route, purge, hard drive destruction), NAID AAA certification costs ($3,000-$5,000 first year), chassis-vs-shredder depreciation, and treating paper recycling rebates as revenue rather than an unreconciled deposit.

bookkeeping
small-business
compliance
Amazon Q2 2026 Earnings: AWS Accelerates 37% as a $53B Anthropic Gain Rewrites Profit
·mike

Amazon Q2 2026 Earnings: AWS Accelerates 37% as a $53B Anthropic Gain Rewrites Profit

Amazon's Q2 2026: $200.6B net sales (+19.6%) and $62.6B net income (+245%) — but $53.4B of that was a non-operating gain from revaluing its Anthropic stake. Operating income rose 43% to $27.5B as AWS accelerated to 37% growth at a 39.4% margin, while trailing free cash flow turned to a $7.6B outflow on $169B of capex. Modeled line by line in a public Beancount ledger.

financial-reporting
financial-analysis
beancount
Construction WIP Schedules: How Percentage-of-Completion Accounting Exposes Overbilling and Underbilling
·mike

Construction WIP Schedules: How Percentage-of-Completion Accounting Exposes Overbilling and Underbilling

A work-in-progress (WIP) schedule ties revenue to actual completion using the cost-to-cost percentage-of-completion method, exposing overbilling and underbilling before hidden losses reach year-end financials. Includes worked examples, a four-project sample schedule, and the signals bonding companies underwrite.

construction
job-costing
revenue-recognition
DOL Form LM-2 Long Form: What the 2026 Union Financial Reporting Overhaul Means for Your Books
·mike

DOL Form LM-2 Long Form: What the 2026 Union Financial Reporting Overhaul Means for Your Books

The DOL's May 2026 final rule creates a Form LM-2 Long Form for unions with $40 million or more in annual receipts, raises LM-2/LM-3/LM-4 filing thresholds to $350,000 and $25,000, and adds a $5,000 foreign-transaction disclosure schedule — effective for fiscal years beginning on or after July 1, 2026. Here's what changes for union bookkeeping.

compliance
financial-reporting
bookkeeping
Meta Q2 2026 Earnings: Revenue Grew 28%, but Profit Fell for the First Time in the AI Era
·mike

Meta Q2 2026 Earnings: Revenue Grew 28%, but Profit Fell for the First Time in the AI Era

Meta Platforms' Q2 2026 revenue grew 28% to $60.8 billion but net income fell 14% to $15.8 billion — the first year-over-year profit decline of its AI-capex era — as total costs rose 55%, operating margin dropped from 43% to 31%, and capital expenditures nearly doubled to $31.1 billion.

financial-reporting
financial-management
beancount
Microsoft FY2026 Earnings: The $133B Profit Machine Now Spends $116B a Year on AI Infrastructure
·mike

Microsoft FY2026 Earnings: The $133B Profit Machine Now Spends $116B a Year on AI Infrastructure

Microsoft's FY2026: $331.8B revenue (+18%), a record $133.7B net income, Azure past $100B, and $115.9B of AI capex — nearly 35% of revenue — broken down as an auditable plain-text Beancount ledger.

financial-reporting
financial-analysis
beancount
Robinhood Q2 2026 Earnings: A Record Quarter, Its First-Ever Debt, and a One-Time Gain Hiding in Plain Sight
·mike

Robinhood Q2 2026 Earnings: A Record Quarter, Its First-Ever Debt, and a One-Time Gain Hiding in Plain Sight

Robinhood's Q2 2026 revenue rose 32% to a record $1.31 billion and net income jumped 48% to $573 million, but the quarter's defining events were its first-ever debt raise — $2.2 billion of convertible notes — and a one-time $135 million gain that supplied roughly $0.14 of the $0.62 diluted EPS.

financial-reporting
financial-management
beancount
Component Depreciation: Required Under IFRS, Optional Under GAAP — and When It's Worth It
·mike

Component Depreciation: Required Under IFRS, Optional Under GAAP — and When It's Worth It

Component depreciation splits a building or machine into parts with separate useful lives — mandatory under IFRS (IAS 16) for significant components, merely permitted under US GAAP. Here's how it prevents phantom depreciation after a roof or HVAC replacement, and how cost segregation studies and the partial asset disposition election capture similar benefits on the tax side.

depreciation
fixed-assets
cost-segregation
Bill-and-Hold Arrangements Under ASC 606: When You Can (and Can't) Recognize Revenue on Goods a Customer Hasn't Picked Up Yet
·mike

Bill-and-Hold Arrangements Under ASC 606: When You Can (and Can't) Recognize Revenue on Goods a Customer Hasn't Picked Up Yet

ASC 606 permits revenue recognition on bill-and-hold arrangements only when four criteria are all met — a substantive reason for the delay, goods segregated for the customer, readiness for immediate transfer, and no seller right to redirect them. This guide walks through each test, a worked allocation example splitting goods revenue from a separate storage obligation, legitimate use cases, and the seller-initiated-delay red flag that draws SEC scrutiny.

revenue-recognition
accounting
financial-reporting
What Is a Flash Report? A Weekly Early-Warning System for Small Business Finances
·mike

What Is a Flash Report? A Weekly Early-Warning System for Small Business Finances

A flash report is a one-page, weekly summary of liquidity, productivity, and profitability metrics that surfaces cash problems weeks before the monthly close — critical when cash flow issues contribute to roughly 82% of small business failures. Here's what to include and how to build one in under 30 minutes a week.

financial-reporting
small-business
cash-flow
OMB's Uniform Guidance Overhaul: What the 2 CFR 200 Rewrite Means for Nonprofits on Federal Grants
·mike

OMB's Uniform Guidance Overhaul: What the 2 CFR 200 Rewrite Means for Nonprofits on Federal Grants

OMB's proposed Uniform Grants Regulation would replace 2 CFR Part 200 by October 1, 2026 — making the rules binding regulation, eliminating most fixed-amount awards in favor of cost-reimbursement, and adding termination-for-convenience authority. Here's what nonprofit finance teams should do about the 30–60 day reimbursement lag, indirect cost documentation, and new allowability limits before the final rule lands.

nonprofit
grants
compliance
SAS 150 Explained: Auditors Must Now Confirm Cash Held by Payment Processors, PEOs, and Escrow Agents
·mike

SAS 150 Explained: Auditors Must Now Confirm Cash Held by Payment Processors, PEOs, and Escrow Agents

The AICPA's SAS 150, issued July 2026, requires auditors to independently confirm cash and cash equivalents held by third parties — payment processor balances, PEO trust accounts, and escrow arrangements — effective for audits of periods ending on or after December 15, 2028. Here is what the standard changes, why it exists, and how audited businesses should prepare.

audit
compliance
payments
Showing 49–60 of 243 posts