Tax Strategy8 min read
How Much Should You Set Aside in a Tax Reserve?
Calculate what to move into your tax reserve from each customer payment, then confirm the cash will be in place before your next tax payment comes due.
Oct 12, 2026Read more
Insights
Practical insights for running your business with clear financials
Straightforward guidance on your books, reporting, and tax process so you can understand your numbers and make better decisions.
S-Corp13 min read
What to Do If You Haven't Run S-Corp Payroll This Year
Missed S-Corp payroll this year? Learn how to review owner payments, handle remaining wages, and correct payroll taxes and required filings before year-end.
Oct 5, 2026Read more
Business Accounting9 min read
Can I Afford to Hire an Employee? Run These 3 Tests First
Can you afford to hire an employee? Calculate the true cost, see how much cash you need, and test whether the business can carry it through a slow quarter.
Sep 28, 2026Read more
Business Accounting12 min read
The 13-Week Cash Flow Forecast for Project-Based Service Businesses
Build a 13-week cash flow forecast that shows when payroll, taxes, and late client payments collide. Includes the rows, steps, and a worked example.
Sep 21, 2026Read more
Accounting Operating System11 min read
How Much of Your Profit Can You Take Out of Your Business?
There's no universal percentage for how much profit you can take out of your business. Run the four-claim withdrawal test to find your real ceiling this month.
Sep 14, 2026Read more
Accounting Operating System10 min read
The Six Questions Your Accounting Operations Should Answer Every Month
Six specific questions your books should answer every month — the operator diagnostic for reading your own accounting operations, at $400K–$2M in profit.
Sep 7, 2026Read more
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