Guide 01
The 10-minute weekly money check-in
A simple Friday routine: check cash, unpaid invoices and upcoming bills. Write three numbers on a sticky note. That habit alone catches most problems early.
Resources
Practical guides for owners.
Short, useful reading from our desk. General information only, not tax or legal advice.
Guide 02
Receipts: what to keep and for how long
The IRS generally expects records that support income and deductions for at least three years. Snap photos the day you buy and store them in one folder.
Guide 03
Owner draws vs. payroll
How you pay yourself depends on your entity type. Track draws separately and ask your CPA which method fits your situation.
Guide 04
Getting paid faster
Send invoices the same day work is finished, offer card and ACH payment and use clear due dates. Net-15 usually beats Net-30.
Guide 05
Separate your accounts
One business checking account and one business card make bookkeeping cheaper, faster and far more accurate.
Guide 06
Getting ready for tax season
By January 31, have reconciled books, 1099 contractor info and your payroll reports ready for your tax professional.