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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Chart of Accounts Makeover: Turning Messy Categories Into Tax-Ready Insights
If your bookkeeping feels like a junk drawer—“Miscellaneous,” “Other,” “Uncategorized,” and three versions of “Office Supplies”—you’re not alone. Most growing…Strategic CapEx Planning for Senior Living: Aligning Depreciation with Investor Reporting in 2026
Senior living investors face a unique challenge: capital expenditures in this sector are substantial, ongoing, and directly tied to both…Ecommerce Inventory and COGS Accuracy: A Strategic Tax Planning Guide
Most ecommerce sellers think of inventory tracking as a bookkeeping task—something their accountant handles to keep the books clean. But…How to Track True Margin by Service Line for Marketing Agencies
Your agency's P&L says you're profitable, but your bank account tells a different story. The disconnect usually lives in how…SaaS Founder Tax Strategy: Cap Table and Financial Statement Essentials
Your cap table isn't just a legal document showing who owns what—it's a tax document that the IRS uses to…R&D Cost Mapping for SaaS: A Strategic Guide to Tax Credits and Runway Planning
Most SaaS founders know they're spending heavily on development, but few can tell you exactly how much qualifies for R&D…The SaaS Metric Stack: Building NRR, CAC Payback, and Burn Multiple on Clean Books
Your SaaS metrics are only as good as the books they're built on. A burn multiple calculated on miscategorized expenses…Cybersecurity Tool Sprawl: What Fractional CFOs Track to Protect Margins
Your security stack probably grew one "urgent" purchase at a time—a tool after a breach scare, another for a compliance…The CFO Guide to Cybersecurity Unit Economics for Recurring Contracts
Running a cybersecurity company with recurring contracts means you're sitting on predictable revenue—but predictability doesn't automatically translate to profitability. The…Real Estate CapEx vs. Repairs: How Coding Changes Your Tax Bill
That $12,000 you just spent on your rental property could save you $4,000 in taxes this year—or $145 per year…Placed-in-Service Date: Essential Bookkeeping for Real Estate Depreciation
Depreciation deductions can save real estate investors thousands of dollars each year—but only if you can prove exactly when your…Cost Segregation and Bonus Depreciation Strategies for 2026
Real estate investors often leave significant cash on the table by depreciating their properties the standard way—spreading deductions across 27.5…How Billing Lag Distorts Your Law Firm Financial Statements
Your law firm's financial statements might be telling you a story that doesn't match reality. When billing lag stretches out…Trust Account Reconciliation for Law Firms: Managing Financial and Tax Risk in 2026
A single trust account error can trigger bar discipline, IRS scrutiny, and personal liability for partners—all from the same underlying…Essential Partner Dashboards for Law Firm Financial Performance in 2026
Most law firm partners don't actually know how profitable they are until year-end—and by then, the decisions that shaped that…Audit-Proof Documentation: 8 Bookkeeping Habits That Protect Your Deductions
Every deduction you claim is only as strong as the documentation behind it. The IRS doesn't care what you spent…
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