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Practical finance guides for business owners.

Short, plain-language articles and checklists from our team on bookkeeping, tax, cash flow and growth.

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Featured guide · Cash flow

How to build a 13-week cash forecast in an afternoon

A step-by-step method to see cash shortfalls weeks before they happen, with a free template.

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Latest articles

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Tax6 min read

Quarterly estimated taxes: a simple calendar for owners

When to pay, how much to set aside, and how to avoid underpayment penalties.

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Bookkeeping5 min read

The monthly close checklist we use for every client

Twelve steps that turn a pile of transactions into numbers you can trust.

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Cash flow7 min read

Why profitable businesses still run out of cash

The four most common causes, and what to change in each case.

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Startups8 min read

Burn, runway and the metrics investors ask about first

How to calculate them correctly and present them in a board update.

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Bookkeeping4 min read

Catching up on months of late books: where to start

A realistic order of operations for getting current without losing a quarter.

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A team meeting around a boardroom table
Tax6 min read

Choosing a business entity: what changes for your taxes

A plain comparison of the common structures and when switching makes sense.

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