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Financial Checklist

Q4 2025 Financial Checklist: 6 Tasks Every Business Should Tackle Before Year-End

Accounting, Bookkeeping /

Q4 2025 Financial Checklist: 6 Tasks Every Business Should Tackle Before Year-End Can you believe it? It seems like yesterday you were spring cleaning your finances, and today, we’re talking about an end-of-year financial checklist. What you do today to close out the year strong will help guide you in 2026. We have a lot […]

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Man smiling about tech startup accounting

Tech Startup Accounting: Scaling Your Team from Bookkeepers to CFOs

Uncategorized /

Tech Startup Accounting from Hiring a Bookkeeper to Outsourced CFOs Tech startup accounting moves fast. You work hard on expense management to lower overhead and keep your runway as long as possible, but one of the best decisions you can make is working with a financial professional. Accounting for startups often goes something like this:

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figuring out cash flow problems on a calculator

How to Predict Cash Flow Problems Before They Happen (And Fix Them)

Bookkeeping /

How to Spot Cash Flow Problems and Fix Them Struggling with your cash flow? You’re not alone. An estimated 60% of business owners have cash flow problems.  The truth is that the majority of business owners will face this dilemma at some point. It’s how you react and adapt that matters.  Knowing the early warning

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Person fixing their accounting while prepping for investor due diligence.

How to Prep for Due Diligence Before You Raise Capital

Accounting, Bookkeeping /

What Founders Must Know About Investor Due Diligence Founders raise capital to help fuel product development, scale operations, attract talent and even gain a competitive advantage in the market. Average seed investment rounds are $3 million, but intense due diligence takes place from: Founders Investors Investors will assess the company, market traction, product and other

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Woman going over her QuickBooks Online setup mistakes

The Biggest QuickBooks Online Setup Mistakes Business Owners Make

Accounting, Cloud-based accounting software /

8 QuickBooks Online Setup Mistakes to Avoid Your QuickBooks Online setup may be holding you back. Small mistakes cause business owners to miss out on the power of QBO’s best features and may cause inaccurate financial insights. We’ll explain how to fix a few errors in your QBO setup that may be sabotaging the platform’s

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Trust accounting

Accounting for Pro Bono Expenses and Discounted Legal Services

Accounting, Bookkeeping, Expense Management /

Accounting for Pro Bono Expenses and Discounted Legal Services Over the course of an attorney’s career, there’s a 75% chance that they’ll offer some form of pro bono legal services. You may or may not fall into this category, but if you do, you’ll know that there are still some expenses you incur. Traveling costs,

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Best Practices for Reimbursable Client Costs for Lawyers

4 Best Practices for Reimbursable Client Costs for Lawyers

Accounting, Bookkeeping /

4 Best Practices for Reimbursable Client Costs for Lawyers Law firms often incur expenses on behalf of their clients, particularly when working on a contingency fee basis. These costs, known as reimbursable or advanced client costs, can impact the firm’s financial reporting and overall profitability. Proper categorization and tracking are key to minimizing the risk

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two people discussing top accounting problems IT companies face

Top Accounting Problems IT Companies Face (And How to Fix Them)

Accounting /

Top Accounting Problems IT Companies Face (And How to Fix Them) Streamlining your workflows, systems, and workforce is part of being a cutting-edge tech company that focuses on efficiency and profitability. Accounting problems can strain your business, causing: Poor cash flow Disorganization Potential costly oversights Avoiding accounting problems as a tech company is crucial at

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