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1713 tagged with "Small Business"

Financial management strategies and tools for small business owners

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CAM Reconciliation: How to Audit Your Landlord's Year-End True-Up Bill Before You Pay It
·mike

CAM Reconciliation: How to Audit Your Landlord's Year-End True-Up Bill Before You Pay It

Industry recovery audits find 5%–15% of billed CAM charges are miscalculated or not owed. This guide explains how to read a landlord's year-end true-up statement, where pro rata share and gross-up errors hide, and how to dispute charges before the audit window closes.

real-estate
audit
reconciliation
small-business
+3
From Cash to Accrual Without a Tax Shock: Form 3115, Section 481(a), and the De Minimis Safe Harbor
·mike

From Cash to Accrual Without a Tax Shock: Form 3115, Section 481(a), and the De Minimis Safe Harbor

A small-business guide to the forced cash-to-accrual switch: how Form 3115 works, how the Section 481(a) catch-up is calculated and spread over four years, and why the de minimis safe harbor is an annual election rather than a method change.

tax-compliance
accrual-accounting
small-business
tax-planning
+4
Collection Due Process Hearings: How a 30-Day Letter Stands Between Your Small Business and an IRS Bank Levy
·mike

Collection Due Process Hearings: How a 30-Day Letter Stands Between Your Small Business and an IRS Bank Levy

A timely Form 12153 filed within 30 days of IRS Letter 3172 or LT11/L-1058 triggers a Collection Due Process hearing under IRC Sections 6320 and 6330 — suspending levy action, preserving Tax Court appeal rights, and giving small business owners a statutory chance to negotiate installment agreements, lien withdrawal, innocent spouse relief, or offers in compromise before the IRS drains the operating account.

small-business
tax
tax-compliance
irs-reporting
+4
How to Read a Construction WIP Schedule: Percentage-of-Completion, Over- and Under-Billing
·mike

How to Read a Construction WIP Schedule: Percentage-of-Completion, Over- and Under-Billing

A construction WIP schedule recognizes revenue as work is performed using cost-to-cost percentage-of-completion, then exposes over- and under-billing on every job — the report banks and surety underwriters read before the income statement.

construction
job-costing
revenue-recognition
accrual-accounting
+3
Gain or Loss on Asset Disposal: Recording Sales, Scrapping, and Trade-Ins with Form 4797
·mike

Gain or Loss on Asset Disposal: Recording Sales, Scrapping, and Trade-Ins with Form 4797

A four-step pattern for recording the sale, scrap, or trade-in of business equipment—plus how Section 1245 depreciation recapture flows onto Form 4797 at tax time.

depreciation
fixed-assets
journal-entries
tax
+4
Gain or Loss on Asset Disposal: How to Record Selling, Scrapping, or Trading In Business Equipment
·mike

Gain or Loss on Asset Disposal: How to Record Selling, Scrapping, or Trading In Business Equipment

When a business sells, scraps, or trades in a fixed asset, gain or loss equals proceeds minus book value — both the asset cost and its accumulated depreciation must be cleared, and Section 1245 recapture taxes the gain as ordinary income on Form 4797.

accounting-basics
bookkeeping
journal-entries
assets
+3
Gift Card Breakage: How to Account for Unredeemed Balances Under ASC 606
·mike

Gift Card Breakage: How to Account for Unredeemed Balances Under ASC 606

Gift card breakage is the value customers never redeem. Under ASC 606, the proportionate method recognizes breakage revenue alongside redemptions—but state escheatment laws can override your right to keep the money.

revenue-recognition
e-commerce
accounting
liability
+4
Inventory Shrinkage and Cycle Counting for Small Retailers and Warehouses
·mike

Inventory Shrinkage and Cycle Counting for Small Retailers and Warehouses

A practical guide for small retailers and warehouses to compute their shrink rate, design an ABC-based cycle count program, book shrinkage adjustments to the ledger, and turn variance patterns into loss-prevention action.

inventory
small-business
fraud-prevention
internal-controls
+4
The Quiet Margin Leak: How Retailers and Warehouses Measure Shrinkage and Fix It With Cycle Counting
·mike

The Quiet Margin Leak: How Retailers and Warehouses Measure Shrinkage and Fix It With Cycle Counting

Inventory shrinkage is the gap between recorded and physical stock. This guide explains how to calculate a shrink rate, why cycle counting and ABC analysis beat the annual physical count, and how to record the adjustment with a dedicated expense account.

inventory
cost-of-goods-sold
journal-entries
internal-controls
+3
Job Costing for Contractors: Labor Burden, Cost Codes, and Committed Costs
·mike

Job Costing for Contractors: Labor Burden, Cost Codes, and Committed Costs

Job costing assigns every dollar of cost to the job that caused it. Fully burdened labor runs 30 to 50 percent above base wage, overhead is applied with a predetermined rate, and committed costs reveal a budget overrun before the invoices arrive — read the variance column weekly.

job-costing
construction
trades
profitability
+3
Lower of Cost or Net Realizable Value: How to Write Down Obsolete Inventory
·mike

Lower of Cost or Net Realizable Value: How to Write Down Obsolete Inventory

LCNRV requires reporting inventory at the lower of its cost or net realizable value (NRV = selling price − completion costs − selling costs). Once written down under U.S. GAAP, inventory cannot be written back up.

inventory
accounting-basics
financial-reporting
tax
+3
Lower of Cost or Net Realizable Value (LCNRV): How to Write Down Obsolete Inventory and Stop Overstating Your Balance Sheet
·mike

Lower of Cost or Net Realizable Value (LCNRV): How to Write Down Obsolete Inventory and Stop Overstating Your Balance Sheet

A practical walkthrough of the LCNRV rule under ASC 330 — how to calculate net realizable value, book the write-down, handle obsolete or damaged inventory, and avoid the phantom-profit trap of overstated inventory on the balance sheet.

inventory
accounting-basics
financial-reporting
balance-sheet
+4
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