Bookkeeping guides
Plain answers for getting a bookkeeping job done, from catching up to handing your CPA the year.
All guides
- How to Categorize Business Expenses: A Plain List for Small Businesses
The expense categories a small business really uses, with examples, and where owner draws, loans, equipment, refunds and card payments go.
- How to Turn Your Bank Transactions Into a Profit and Loss Statement
Turn bank transactions into a P&L: connect every account, categorize each row, take out transfers, draws and loan principal, reconcile, then run it by month.
- How to Catch Up on 6 to 12 Months of Bookkeeping With AI
Months behind on your books? Bring in every transaction, let AI post them, reconcile month by month. What catch-up costs, what to gather, how long it takes.
- What Your CPA Needs From You at Year End (and How to Hand It Over in One Message)
What your CPA needs at year end: reconciled books, a trial balance, the general ledger, statements and 1099 vendor totals. Plus the 2027 IRS due dates.
- From Idea to Launch: A Business Startup Checklist for Small Business Owners
A step-by-step business startup checklist covering entity structure, registration, bank accounts, bookkeeping, taxes, and a month-by-month plan for year one.
- Why Your Books Are Always Behind (And How to Fix It)
Most small business owners are weeks or months behind on their books. Here's why it happens, what it costs you, and what actually fixes it.
- What Small Business Owners Get Wrong About Bookkeeping
Most small business owners treat bookkeeping as a necessary evil they should do faster. The real problem is that they're doing it at all.
- Bank Feeds vs. Manual Entry: Why It Matters
Manually entering transactions is the single biggest waste of time in small business bookkeeping. Here's how bank feeds work and why they changed everything.
- How to Read a Profit and Loss Statement
A plain-English guide to reading a Profit and Loss statement. No accounting degree required, just the numbers that actually matter for your business.
- How Automated Transaction Categorization Works
A look at how automated transaction categorization works under the hood, from bank syncing to AI-powered pattern matching to rule-based automation.
- Bookkeeping for Service Businesses: What You Actually Need
Service businesses have different bookkeeping needs than product companies. Here's what actually matters, and what you can skip.
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