Bookkeeping for Owner Reimbursements Under an Accountable Plan
A practical guide to owner reimbursement bookkeeping, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Small-Business Accounting
Find guides to bookkeeping, QuickBooks, reconciliations, payroll records, financial statements, cash-flow forecasting and internal controls. Industry examples show how the same accounting question can differ across practices and business models. Choose the guide matching your system and transaction, and distinguish management reporting from tax filing and formal assurance services. The overview guides in this area are QuickBooks and bookkeeping, payroll and classification, cash flow and forecasting, records and retention, industry specialties and construction and contractors.
Bank Reconciliation Problems That Can Delay a Business Tax Return
A practical guide to bank reconciliation tax cleanup, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Modeling a Business Debt Refinance Before Signing New Terms
A practical guide to business debt refinance modeling, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Debt-Service Coverage: What Lenders and Owners Should Monitor
A practical guide to debt-service coverage, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Cash-Flow Forecasting for Professional-Service Firms
A practical guide to cash-flow forecasting for professional-service firms, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Evaluating a Price Increase With Contribution-Margin Analysis
A practical guide to price increase contribution margin analysis, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Break-Even Analysis: Turning Fixed and Variable Costs Into Decisions
A practical guide to break-even analysis, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Backlog Reporting: Turning Signed Work Into a Revenue Forecast
A practical guide to backlog revenue forecasting, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Architecture and Engineering Firms: Work-in-Progress Accounting Basics
A practical guide to architecture engineering WIP accounting, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Restaurant Sales-Tax and Payroll Recordkeeping in Florida
A practical guide to Florida restaurant sales tax payroll records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Medical Practice Billing Reconciliations: Charges, Collections, and Adjustments
A practical guide to medical practice billing reconciliations, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Insurance Agencies: Commission Income and Producer Compensation Records
A practical guide to insurance agencies, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Form 1099-K: Reconciling Payment-Platform Reporting
A practical guide to Form 1099-K, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Hotel and Vacation-Rental Occupancy Taxes: Recordkeeping Across Platforms
A practical guide to hotel and vacation-rental occupancy taxes, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Food Trucks in Florida: Sales-Tax and Payroll Recordkeeping
A practical guide to food trucks in Florida, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Financial Records Lenders Commonly Request From Small Businesses
A practical guide to small business loan financial records, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.