Insights
Thinking out loud about numbers and the people who own them.
Articles, guides, and observations from running a finance practice.
Insights
Articles, guides, and observations from running a finance practice.
June 3, 2026 · 6 min read
Pricing models, what drives the price, and what a complete engagement should include for HVAC, plumbing, electrical, and other trades.
May 20, 2026 · 7 min read
Vehicles, tools, equipment, home office, Section 179, and the deductions field services businesses most often miss.
May 6, 2026 · 6 min read
Most board financial reports are overwhelming or useless. Here's what a board genuinely needs to govern well — and what to leave out.
April 22, 2026 · 6 min read
A nonprofit can have money in the bank and still can't pay rent. The reason is fund restrictions — explained simply.
April 8, 2026 · 6 min read
Practice finances feel complicated, but profit comes down to a handful of levers. Here's what moves the needle — and what's noise.
March 25, 2026 · 6 min read
The gap between earning revenue and collecting it can be brutal. Here's how the revenue cycle works and why it strains cash.
March 11, 2026 · 6 min read
Running several locations means managing cash across units that don't all perform the same. Here's how operators stay liquid.
February 25, 2026 · 6 min read
Before you open a second location, you need to know whether the first truly makes money. Franchise unit economics in plain English.
February 11, 2026 · 6 min read
Three finance roles solve three different problems. Here's how to tell which one your business needs right now.
January 28, 2026 · 6 min read
You don't need an MBA to run by the numbers. Here are the five metrics every owner should watch every week.
January 14, 2026 · 5 min read
A practical guide to the building blocks of clean books — chart of accounts, reconciliations, statements, and the habits that keep finances clear.
December 31, 2025 · 3 min read
What professional bookkeeping services include, how they help you grow, and what to look for when choosing the right partner.
December 17, 2025 · 2 min read
Advisory-focused bookkeeping turns numbers into strategy — helping growing businesses plan, forecast, and act.
December 3, 2025 · 5 min read
A clear guide to nonprofit tax compliance: Form 990, UBIT, donations, payroll, and protecting your tax-exempt status.