The 5 numbers every owner should know
You don't need to be an accountant — but these five figures tell you almost everything about your business's health.
Read the guide →Home / Resources
Free for ownersPlain-language guides to your numbers.
Practical, jargon-free reading for owners who want to understand their finances a little better — whether or not you ever work with us.
QuickBooks vs. spreadsheets: which is right for you?
Both can work. Here's an honest look at when a spreadsheet is plenty and when it's time to upgrade.
Read the comparison →Tax-season prep checklist for small business
Walk into tax season organized. A simple, printable list of what to gather and when.
Get the checklist →Signs it's time to hire a bookkeeper
If any of these sound familiar, your books may be costing you more than a bookkeeper would.
Read the article →How to read a profit & loss statement
A line-by-line walkthrough of the report that shows whether your business is actually making money.
Read the guide →Catching up when you're behind on the books
Months behind? Years? It's fixable. Here's how clean-up works and what to expect.
Read the article →
We work in
QuickBooks
Excel
Google Sheets
Wave
Stay in the loop
A little financial clarity, in your inbox.
Occasional tips, deadlines, and plain-English explainers for small business owners. No spam — unsubscribe anytime.
Thanks — you're on the list! Watch your inbox for the next issue.
Have a question about your books?
You don't have to figure it out alone. Reach out and we'll point you in the right direction — free of charge.