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Approfondimenti, analisi e aggiornamenti sull'economia degli agenti AI. Sfoglia per tag.

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
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
Independent Courier Bookkeeping: 1099 Taxes, Deadhead Miles, and the Cost-Per-Mile Math That Decides a Route
·mike

Independent Courier Bookkeeping: 1099 Taxes, Deadhead Miles, and the Cost-Per-Mile Math That Decides a Route

How independent couriers and last-mile delivery drivers keep real books on 1099 income — the 1099-NEC and 1099-K reporting thresholds, a 25–30% tax set-aside habit, standard mileage vs. actual expenses, and a cost-per-mile formula that counts the 20–25% of miles driven deadhead to tell profitable routes from money-losers.

bookkeeping
independent-contractor
self-employment-tax
Illinois Drops the 200-Transaction Sales Tax Rule: What Remote Sellers Should Do in 2026
·mike

Illinois Drops the 200-Transaction Sales Tax Rule: What Remote Sellers Should Do in 2026

Effective January 1, 2026, Illinois eliminated the 200-transaction economic nexus threshold, leaving a single $100,000 trailing-12-month revenue test for remote sellers. Here's who gains or loses nexus, how the August–October 2026 amnesty program works, and how to structure your books to answer state-by-state sales questions on demand.

sales-tax
nexus
ecommerce
Horse Boarding Bookkeeping: Per-Horse Costs, Pass-Throughs, and the Hobby-Loss Rule
·mike

Horse Boarding Bookkeeping: Per-Horse Costs, Pass-Throughs, and the Hobby-Loss Rule

Full-service horse board runs $650–$1,600 a month nationally, yet a 30-horse barn's real costs can near $60,000 monthly — here's how to build a per-horse chart of accounts, handle vet and farrier pass-throughs, recognize board revenue correctly, and stay clear of the IRS hobby-loss rule.

bookkeeping
small-business
chart-of-accounts
Your Payroll Provider Now Wants to Handle Your State Registrations Too — Here's Why That Matters
·mike

Your Payroll Provider Now Wants to Handle Your State Registrations Too — Here's Why That Matters

Gusto's acquisition of compliance-automation platform Mosey signals that multi-state registration is becoming a payroll-provider feature. Small businesses under 50 employees spend about $14,700 per employee per year on regulatory compliance, and a first hire in a new state triggers foreign qualification, withholding and SUTA accounts, workers' comp, and new-hire reporting — each with its own agency, deadline, and penalties.

payroll
compliance
multi-state-tax
Google's Agent Payments Protocol (AP2): What It Means When AI Agents Start Buying From Your Small Business
·mike

Google's Agent Payments Protocol (AP2): What It Means When AI Agents Start Buying From Your Small Business

Google's Agent Payments Protocol (AP2), launched September 2025 with 60+ partners including Mastercard, PayPal, and Adyen, uses cryptographically signed Mandates to let AI agents make purchases a human authorized. Here's what it changes for small-business checkout, chargeback disputes, and bookkeeping.

ai
payments
fintech
Freight Broker Bookkeeping: Factored Invoices, Carrier Payments, and the $75,000 Reserve
·mike

Freight Broker Bookkeeping: Factored Invoices, Carrier Payments, and the $75,000 Reserve

How freight brokers should structure their books — separate gross freight revenue from net margin, record factoring advances as loans (not income), track quick pay fees distinctly, and account for the FMCSA $75,000 bond or trust reserve that 2026 rules require replenishing within seven days of a claim.

bookkeeping
trucking
small-business
Fractional CFO Firm Bookkeeping: Structuring Your Own Books When You Sell Financial Clarity for a Living
·mike

Fractional CFO Firm Bookkeeping: Structuring Your Own Books When You Sell Financial Clarity for a Living

How should a fractional CFO firm structure its own books? Retainers ($3,000–$15,000/month) are deferred-revenue liabilities until earned, unbilled work-in-progress belongs on the balance sheet, and revenue should be split by billing model — retainer, hourly ($175–$450/hour), and project fees — in a market headed past $3.2 billion in 2026.

bookkeeping
consulting
financial-services
EV Charging Station Bookkeeping: Demand Charges, Four Revenue Streams, and the Expired 30C Credit
·mike

EV Charging Station Bookkeeping: Demand Charges, Four Revenue Streams, and the Expired 30C Credit

How charge point operators should structure their books — splitting per-kWh energy COGS from demand charges (30–70% of many commercial utility bills), recognizing four distinct revenue streams correctly, and handling the Section 30C credit that expired for property placed in service after June 30, 2026.

bookkeeping
small-business
chart-of-accounts
Estonia e-Residency in 2026: The New 2% Board Fee Tax, VAT Substance Rules, and What Still Works
·mike

Estonia e-Residency in 2026: The New 2% Board Fee Tax, VAT Substance Rules, and What Still Works

Estonia added a 2% surcharge on board member fees (24% total) from January 2026 and now denies VAT numbers to e-Resident companies without real economic ties — while 0% corporate tax on retained profits remains. Here's what changes for Estonian OÜ owners.

tax
international-tax
tax-compliance
Dynamic Discounting for Small Suppliers: How C2FO and Taulia Early Payments Work — and When the Math Favors You
·mike

Dynamic Discounting for Small Suppliers: How C2FO and Taulia Early Payments Work — and When the Math Favors You

Dynamic discounting lets a small supplier trade a sliding, per-invoice discount for immediate payment from the buyer's own cash — no loan, no bank middleman — on platforms like C2FO and SAP Taulia. This guide explains how it differs from supply chain finance, why a 2/10 net 30 discount annualizes to roughly 36%, and how to record the discount as its own expense account in a plain-text ledger.

cash-flow
accounts-receivable
small-business
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