Business Email Compromise: Accounting Controls That Reduce Risk
A practical guide to business email compromise controls, 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.
Accounting Controls for Professional-Service Firms
A practical guide to professional service accounting controls, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Building a Business Tax Reserve Into Your Cash-Flow Forecast
A practical guide to business tax reserve forecast, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Building a 13-Week Cash-Flow Forecast for a Small Business
Build a 13-week cash flow forecast with weekly receipts, payments, scenarios, variance review, and a practical small-business template.
A Weekly Cash Dashboard for Owner-Managed Businesses
A practical guide to weekly cash dashboard, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Payroll Clearing Accounts: Finding Unposted or Duplicate Transactions
A practical guide to payroll clearing accounts, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Duplicate Transactions in QuickBooks: Causes, Corrections, and Controls
A practical guide to duplicate transactions in QuickBooks, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Dental Equipment Financing: Accounting and Tax Records to Maintain
A practical guide to dental equipment financing, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Attaching Receipts in QuickBooks: A Practical Documentation Standard
A practical guide to QuickBooks receipt documentation, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Secure Digital Record Retention: Backups, Access, and Destruction
A practical guide to secure digital record retention, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
A Secure CPA Data-Request Checklist for Business Owners
A practical guide to secure CPA data request, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Accounts Receivable and Payable: What Your Financial Statements Reveal
A practical guide to accounts receivable and payable, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
CPA Accounting for Medical Practices in Fort Lauderdale
A practical guide to medical practice accounting in Fort Lauderdale, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Accountable Plans: Reimbursing Owners and Employees Correctly
A practical guide to accountable plan reimbursements, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
Clearing Accounts in QuickBooks: What They Are and When to Investigate
A practical guide to clearing accounts in QuickBooks, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.
A Reliable Month-End Close Checklist for Small Businesses
A practical guide to small business month-end close, covering the records, reporting questions, deadlines, and decision points business owners should review with a CPA.