Long-form guides for owners who want the full picture.
Deeper than a blog post, shorter than a textbook. The kind of thing you bookmark and come back to.
Closing the books each month
What it means, why it matters, and the standard checklist we use with every client. Reconciliations, accruals, and the month-end memo.
Real product margin for online sellers
How to actually calculate margin per product when Shopify and Amazon take their cuts. Landed cost, fulfillment, returns, all baked in.
Per-property bookkeeping for landlords
Set up a chart of accounts so each property reads like its own little business. Get net cash flow, real cash-on-cash, and capital reserve schedules.
Prime cost for restaurant owners
Food and labor as a percent of sales. How to calculate it, why 60 percent is the line that matters, and where to look when it creeps up.
Three-way trust account reconciliation
Bank, books, client subledger. What to check, what to document, and how to keep your IOLTA audit-ready every month.
Job costing without losing your mind
Code every cost to a job, track over and under billings, see real margin per project. The minimum setup that actually works.
Runway and burn for biotech founders
Net burn, runway in months, cash to next milestone. The board-ready package that should land in your inbox the second week of every month.
Cleaning up books that are years behind
Where to start, what to fix first, and how to scope cleanup so it doesn't drag on. The same process we run with new clients.
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