Salta al contenuto principale

#reconciliation

Reconciliation

Bank reconciliation techniques for accurate financial records

Laundromat Bookkeeping: Reconciling Coin and Card Revenue Against Utility Usage to Catch Shrinkage
·mike

Laundromat Bookkeeping: Reconciling Coin and Card Revenue Against Utility Usage to Catch Shrinkage

Laundromat utilities run 20–25% of gross revenue, which makes water and gas meters a second independent ledger — convert metered consumption into an implied cycle count and revenue figure, compare it to coin-box counts, and a persistent gap over 5–8% flags theft, leaks, or miscalibrated machines. Includes a weekly-to-annual checklist covering multi-stream income accounts and Section 179 equipment expensing.

bookkeeping
small-business
reconciliation
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
Your Auditor Will Soon Have to Prove Your Cash Actually Exists — Even If You Never See It
·mike

Your Auditor Will Soon Have to Prove Your Cash Actually Exists — Even If You Never See It

AICPA SAS No. 150, issued July 2026 and effective for periods ending on or after December 15, 2028, requires auditors to externally confirm cash held by third parties — payment processor reserves, PEO payroll trust accounts, and escrow balances — unless narrow risk-based conditions are met. Here is what changes for audited businesses and how to prepare your books.

compliance
financial-reporting
payments
The FTC's $2.7 Million Handy Technologies Refund: What 'Up to $45/Hour' Really Cost a Gig Platform
·mike

The FTC's $2.7 Million Handy Technologies Refund: What 'Up to $45/Hour' Really Cost a Gig Platform

In July 2026 the FTC mailed $2.7 million in refund checks to 62,893 Handy Technologies gig workers after finding that over 90% of them earned $20+ less than the advertised "up to $45/hour" rate. Here is what the settlement requires, why "up to" earnings claims are now an FTC enforcement priority, and how to reconcile advertised pay against actual payout data in your own books.

compliance
legal
independent-contractor
Medical Billing Company Bookkeeping: Why the Money in Your Bank Account Isn't Your Revenue
·mike

Medical Billing Company Bookkeeping: Why the Money in Your Bank Account Isn't Your Revenue

Medical billing companies are agents under ASC 606: revenue is the 4–8% fee on collections, not the gross payments passing through. How to book pass-through cash as a liability, build a chart of accounts around fee income, and track clean-claim rate, denial rate, and days in A/R as leading indicators.

bookkeeping
healthcare
revenue-recognition
Newsletter Sponsorship Revenue Recognition: Why a Verified CPC Payout Isn't Booked the Day the Ad Runs
·mike

Newsletter Sponsorship Revenue Recognition: Why a Verified CPC Payout Isn't Booked the Day the Ad Runs

Newsletter CPC ad networks like beehiiv verify clicks roughly 96 hours after send and pay out on the 20th of the following month — three different dates that create a real accrual-accounting gap most solo publishers book incorrectly.

revenue-recognition
accrual-accounting
bookkeeping
Three-Way Reconciliation for Title and Escrow Agencies: How Trust Account Bookkeeping Actually Works
·mike

Three-Way Reconciliation for Title and Escrow Agencies: How Trust Account Bookkeeping Actually Works

A three-way reconciliation matches three numbers every cycle: the adjusted trust bank balance, the book balance, and the sum of every client file ledger. Here's how title and escrow agencies run it under ALTA's roughly 10-business-day standard, the five discrepancies auditors flag most, and why it's the last defense against real estate wire fraud that cost victims over $275 million in 2025.

real-estate
reconciliation
bookkeeping
Vending Machine Route Bookkeeping: Why Your Total Revenue Number Is Lying to You
·mike

Vending Machine Route Bookkeeping: Why Your Total Revenue Number Is Lying to You

Route-wide revenue totals hide losing machines. How vending operators track profit per machine: 5–25% location commissions on gross vs. net, cashless fees that reach 8–10% on sub-$2.25 transactions, and monthly per-machine shrinkage reconciliation.

bookkeeping
small-business
cost-of-goods-sold
Chrome Extension Developer Bookkeeping: Reconciling Payouts After Google Killed In-App Payments
·mike

Chrome Extension Developer Bookkeeping: Reconciling Payouts After Google Killed In-App Payments

Google deprecated Chrome Web Store Payments in 2021, leaving extension developers to reconcile Stripe, Paddle, or ExtensionPay payouts by hand — here is a three-way match workflow, per-extension ledger structure, and how to treat review-delay refund spikes as a distinct bookkeeping category.

reconciliation
saas
payments
Food Truck Bookkeeping: Food Cost Percentage, Commissary Fees, and Daily Cash Drops
·mike

Food Truck Bookkeeping: Food Cost Percentage, Commissary Fees, and Daily Cash Drops

Food trucks average about $346,000 in annual revenue but net only 6-9% margins. This guide covers the three numbers that decide profitability: keeping food cost between 28% and 35%, breaking commissary invoices ($300-$1,500/month) into trackable sub-accounts, and reconciling the cash drawer after every service.

bookkeeping
small-business
restaurant
Self-Serve Dog Wash Station Bookkeeping: Reconciling Unattended Revenue, Costing Per Wash, and Depreciating Equipment
·mike

Self-Serve Dog Wash Station Bookkeeping: Reconciling Unattended Revenue, Costing Per Wash, and Depreciating Equipment

A bookkeeping guide for unattended self-serve dog wash stations: how to reconcile coin and card revenue against machine counters, calculate a true cost per wash (roughly $3.50 against an $18–20 session price), classify shampoo and consumables as COGS, and depreciate $20,000–$30,000-per-bay equipment — including Section 179 timing and separating payment terminals from wash tubs in your fixed-asset register.

bookkeeping
small-business
reconciliation
Yoga Studio Bookkeeping: Why Class Packs Are Liabilities, Not Revenue
·mike

Yoga Studio Bookkeeping: Why Class Packs Are Liabilities, Not Revenue

A prepaid class pack is a liability until the classes are taught. This guide covers deferred revenue for yoga studios — recognizing pack and membership income as classes are attended, writing off breakage, classifying instructors as 1099 contractors vs W-2 employees, separating taxable retail from service revenue, and a five-step monthly close.

bookkeeping
small-business
revenue-recognition
Mostrando 13–24 di 136 articoli