Building a 100% Digital Accounting Workflow
The Death of the Paper Receipt: Building a 100% Digital Accounting Workflow That shoebox full of faded thermal paper isn’t just an eyesore; it’s a liability. In a world where business moves at the speed of a click, manual data entry and physical filing are the...
The “Right to Cure”: A Small Business Guide
The “Right to Cure”: A Small Business Guide to Avoiding Labor Penalties How New Reforms Allow Employers to Fix Payroll Errors and Prevent Costly PAGA Lawsuits In California, 2026 marks a turning point for small business owners facing labor lawsuits....
Start 2026 with a Plan for Success!
Start 2026 with a Blueprint for Success: Mastering Your Financial Strategy In the rapidly shifting economic landscape of 2026, staying ahead isn’t just an advantage; it’s a necessity. With your 2025 financials now finalized and your CPA focused on tax season, it is...
Beat the January 31st Deadline: A Comprehensive Filing Checklist
Beat the January 31st Deadline: A Comprehensive Filing Checklist. January 2026 presents unique challenges due to the “One Big Beautiful Bill” (OBBB) Act and recent IRS changes. Most notably, because January 31, 2026, falls on a Saturday, many of your major...
New California Record-Keeping Requirements for 2026
Beyond the Paystub: New California Record-Keeping Requirements for 2026 While the paystub has long been the gold standard for California record-keeping, a wave of new legislation effective January 1, 2026, has moved the goalposts. Employers must now track everything...
Confirm Your Sales Tax!
New Year, New Rules: Confirm Your 2026 Sales Tax! Sales tax compliance remains a major hurdle for businesses in 2026. With several states moving toward simplified revenue-based nexus rules and the massive federal tax overhaul, the One Big Beautiful Bill Act (OBBBA)...
Using Your 2025 Data to Predict This Year’s Cash Flow
Forecasting 2026: Using Your 2025 Data to Predict This Year’s Cash Flow As a small business owner, looking at your bank balance can sometimes feel like looking at the weather: you know what it is now, but you aren’t always sure when a storm might roll in. As we step...
When Should You Upgrade from a Bookkeeper to a Fractional CFO?
Scaling Secrets: When Should You Upgrade from a Bookkeeper to a Fractional CFO? Many small business owners start their entrepreneurial journey by handling the financials themselves or by engaging a bookkeeper to manage the day-to-day transactions. And for a while,...