Free guides & how-tos
Practical reads from our team. Use them to vet vendors, plan a close, or learn what to expect before hiring a Remote CFO.
Free calculators & templates
Run the numbers before your next hire, raise, or close. Every tool is free, works in your browser, and needs no signup.
Fractional CFO Cost Calculator
What does a fractional CFO cost compared with hiring full time?
S-Corp Tax Savings Calculator
How much would electing S-Corp status save you in self-employment tax?
Burn Rate and Runway Calculator
How many months of runway do you have at your current burn rate?
1099 vs W-2 Cost Calculator
What does a W-2 employee really cost compared with a 1099 contractor?
13-Week Cash Flow Forecast
What will your cash position look like over the next 13 weeks?
5 Reports Every Successful Business Monitors
A plain-English guide to the five financial reports every operator should review monthly. Learn what each report tells you, how to read it in under five minutes, and the red flags that mean you need to act now. Free, no signup wall beyond your email.
- Profit & loss
- Balance sheet
- Cash flow statement
- A/R aging
- A/P aging
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Bookkeeping fundamentals
Get the foundation right, what bookkeeping actually does, how to choose software, and the best practices that save you headaches later.
Top 12 Bookkeeping Best Practices for Achieving Business Success
The top bookkeeping best practices: separate finances, reconcile monthly, track cash flow, plan taxes year-round, and know when to hire a professional.
How to Choose Bookkeeping Software for a US Service Business
How to choose bookkeeping software for a US service business: map your workflow, then compare QuickBooks, Xero, FreshBooks, and Wave on what matters most.
Bookkeeping Basics for Beginners: 6 Essential Concepts
Learn bookkeeping basics for small businesses: double-entry accounting, chart of accounts, recording, reconciliation, financial statements, and software.
Remote CFO & financial strategy
What a Remote CFO actually does, when to hire one, and the financial planning playbook for growing businesses.
What Does a Remote CFO Do? A Practical Guide for US Small Businesses
A Remote CFO delivers outsourced, CFO-level strategy for US small businesses: cash forecasting, margin analysis, budgeting, and lender-ready reporting.
Remote CFO Services: Full-Time CFO vs Part-Time CFO for US SMBs
Compare full-time, fractional, and remote CFO services for US small businesses. Learn cost ranges, hiring triggers, and when outsourced CFO support is enough.
Financial Planning for Startups: A Blueprint for Success
A startup financial plan covers six parts: budget, cash flow forecast, revenue projections, cost controls, funding strategy, and a contingency reserve.
Industry deep-dives
Niche guides on the verticals where we have particular depth, construction, real estate, and ecommerce.
Construction Bookkeeping for Contractors: Job Costing, WIP, and Cash Flow
Construction bookkeeping tracks labor, materials, and subs by job so contractors see real profit. A guide to job costing, WIP, retainage, and cash flow.
Bookkeeping for Real Estate Investors: Tracking & Taxes
Real estate bookkeeping tracks each property's income, expenses, and depreciation separately so you see true ROI, 1031 exchanges, and short-term rental fees.
Real Estate Bookkeeping Services: Why Investors and Property Managers Need Them
Real estate bookkeeping tracks rent, mortgages, expenses, and depreciation by property so owners protect cash flow, stay audit-ready, and measure true ROI.
Monthly close & reporting
The five reports every operator should read, plus the close practices that keep books audit-ready every month.
How Expense Recognition Affects Your Financial Statements
Expense recognition records costs in the same period as the revenue they generate. Learn how the matching principle keeps your financial statements accurate.
Revenue Recognition: ASC 606 Guide and Examples for Small Businesses
Learn when to record revenue under ASC 606, with practical examples for service, ecommerce, subscription, and construction businesses.
How to Handle Multi-Entity Consolidations in Accounting
Multi-entity consolidation merges separate legal entities into one report set under ASC 810. Learn the steps and how to eliminate intercompany transactions.
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