Resources

Plain-language answers to the questions owners actually ask.

Short, practical writing on bookkeeping, reporting, and cash flow. No jargon for its own sake, and no advice that only works on a spreadsheet.

The 1099 rules changed for 2026. What to fix before December.

The reporting threshold moved for the first time in decades. What changed, what didn't, and four things to do before year-end.

What the IRS expects you to keep, and for how long.

Three years, six, seven, or forever, depending on the record. The actual rule, and what counts as adequate documentation.

Utah sales tax for service businesses: what's taxable and what isn't.

Utah taxes some labor and not other labor, and the line runs straight through the trades. Here's where it falls.

Can you afford the next hire? Here's the arithmetic.

The wage is about three-quarters of the answer. Here's the rest of it, and the two tests worth running first.

A 13-week cash flow forecast you'll actually maintain.

Far enough ahead to do something about a problem, close enough that the numbers are still real.

Bookkeeper, controller, or CFO: what you actually need at your size.

Three roles, three different jobs, and the gap in the middle where most growing businesses sit for years.

Nine months behind: how catch-up bookkeeping actually works.

What the cleanup involves, in what order, what it costs to wait, and how to keep it from happening twice.

Cash vs. accrual: which basis your books should be on.

One basis tells you what happened to your bank account, the other what happened to your business. Most owners need both.

What a monthly close should actually include.

The checklist behind "your books are done monthly," the review step most people skip, and the date it should land.

How to read a P&L without glazing over.

Four passes down the page, in order. What each line actually answers, and why profit isn't cash.