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#cash-flow

Cash Flow

Track and optimize cash flow for better financial health and stability

Virtual Assistant Agency Bookkeeping: Contractor Classification, Retainers, and Getting Paid for Every Hour
·mike

Virtual Assistant Agency Bookkeeping: Contractor Classification, Retainers, and Getting Paid for Every Hour

VA agencies face IRS misclassification risk on contractor VAs, must recognize standing-ready vs activity-based retainers under ASC 606, and typically lose revenue to unbilled client hours without real-time time tracking.

bookkeeping
small-business
entrepreneurship
Water Damage Restoration Bookkeeping: Reconciling Xactimate, RCV, and ACV
·mike

Water Damage Restoration Bookkeeping: Reconciling Xactimate, RCV, and ACV

Water damage restoration companies must track three separate numbers per job — the Xactimate-approved scope (RCV), actual costs incurred, and cash collected — because ACV checks, recoverable depreciation holdbacks, and carrier-approved supplements rarely match the original estimate dollar-for-dollar.

reconciliation
accounts-receivable
insurance
2/10 Net 30 Explained: How a 2% Discount Becomes a 37% Annualized Return
·mike

2/10 Net 30 Explained: How a 2% Discount Becomes a 37% Annualized Return

A 2/10 Net 30 trade discount — 2% off for paying within 10 days instead of 30 — is equivalent to an annualized return of roughly 37%, making it one of the highest guaranteed returns available to a small business's idle cash.

accounts-payable
cash-flow
small-business
Days Cash on Hand: The Liquidity Metric That Predicts Business Survival
·mike

Days Cash on Hand: The Liquidity Metric That Predicts Business Survival

Days cash on hand measures how many days a business can pay operating expenses using only its current cash balance, with small businesses typically running 30–60 days and 90+ days considered a strong cushion.

cash-flow
financial-ratios
financial-health
Direct vs. Indirect Cash Flow Statement Method: Which One Fits Your Small Business?
·mike

Direct vs. Indirect Cash Flow Statement Method: Which One Fits Your Small Business?

The indirect method reconciles net income to operating cash flow using existing income-statement and balance-sheet data and is used by roughly 98% of public companies, while the direct method lists actual cash receipts and payments by category, which GAAP and IFRS both explicitly encourage; both always reconcile to the same total but answer different questions.

cash-flow
financial-statements
small-business
Government Shutdowns Freeze SBA Loans: A Bridge Financing Guide for Small Businesses
·mike

Government Shutdowns Freeze SBA Loans: A Bridge Financing Guide for Small Businesses

The 43-day 2025 federal shutdown froze $5.3 billion in SBA-guaranteed loans for roughly 10,000 small businesses; pre-arranged bridge financing and a 30/45/60-day cash forecast are the practical ways to keep operating while an SBA closing sits in the queue.

sba
small-business
loans
How to File for Your IEEPA Tariff Refund Through CBP's CAPE Portal
·mike

How to File for Your IEEPA Tariff Refund Through CBP's CAPE Portal

CBP's CAPE portal lets importers of record file for IEEPA tariff refunds on entries filed between February 2025 and February 2026, with Phase 1 covering roughly 63% of affected entries and refunds targeted within 45 to 90 days plus accrued interest.

tariffs
customs
tax
Involuntary Churn: A Guide to Recovering Failed SaaS Payments
·mike

Involuntary Churn: A Guide to Recovering Failed SaaS Payments

Involuntary churn accounts for 20-40% of total subscription churn and drains roughly 9% of MRR industry-wide, but smart retries, dunning emails, and card account updaters can recover 60-80% of it if failed charges are booked as AR, not lost revenue.

saas
payments
accounts-receivable
Lease vs. Buy Equipment in 2026: Section 179, Bonus Depreciation, and Total Cost of Ownership
·mike

Lease vs. Buy Equipment in 2026: Section 179, Bonus Depreciation, and Total Cost of Ownership

With 100% bonus depreciation permanently restored for equipment placed in service after January 19, 2025 and a $2,560,000 Section 179 cap for 2026, the lease-vs-buy decision now hinges on total cost of ownership, cash flow timing, and how long you'll actually keep the equipment — not just which option gets the bigger write-off.

leases
tax-deductions
tax-planning
Percentage-of-Completion Accounting for Contractors: Building an ASC 606 WIP Schedule
·mike

Percentage-of-Completion Accounting for Contractors: Building an ASC 606 WIP Schedule

Percentage-of-completion accounting recognizes contractor revenue in proportion to costs incurred using the cost-to-cost method, and a monthly WIP schedule tracks the resulting overbilling and underbilling under ASC 606.

construction
job-costing
revenue-recognition
Permanent Jewelry Studio Bookkeeping: Chain Costing, Deposits, and Compliance
·mike

Permanent Jewelry Studio Bookkeeping: Chain Costing, Deposits, and Compliance

A $65 welded bracelet costs $2-4 in gold-filled chain, but real cost of goods sold includes scrap, consumables, and gold spot-price volatility — here's how permanent jewelry studios should track chain costs, deposits, gift card liabilities, and OSHA/body-art licensing as recurring compliance expenses.

bookkeeping
small-business
creative-industries
Purchase Order Financing: How to Fund an Order Bigger Than Your Cash Flow
·mike

Purchase Order Financing: How to Fund an Order Bigger Than Your Cash Flow

Purchase order financing pays your supplier directly to fulfill a large customer order, typically costing 1-6% of supplier costs per 30-day period (roughly 20-60% effective APR), and is best suited for resellers with 20%+ gross margins and orders above $100,000.

financing
funding
funding-gap
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