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.
Quarterly Briefs
Short quarterly reads on capital, lending conditions, valuation, and regulation in the industries we work in most. Each issue is published in full on the site — no gate, no signup.
July 8, 2026
What to look for, the questions to ask, and the red flags to avoid.
June 24, 2026 · 6 min read
How the two compare on cost, scope, and the right stage to hire each.
June 17, 2026
What actually drives the timeline — and how to make it go faster.
June 10, 2026
Yes — through missed deductions, penalties, and audit risk. Here is exactly how.
June 3, 2026
When accurate books stop being enough — and why it is usually add, not replace.
May 27, 2026
A plain-English guide to what cleanup is, how to know you need one, and what the process involves.
May 20, 2026 · 6 min read
They solve different problems — here's which one your business needs, and when you need both.
May 13, 2026 · 6 min read
In-house, DIY, or outsourced — how to tell which makes sense, and the signs you've outgrown doing it yourself.
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 29, 2026 · 6 min read
The difference, which one fits your business, and when you're required to switch.
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 15, 2026 · 6 min read
The clear signs your finance support has stopped serving you — and how to switch cleanly.
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.
April 1, 2026 · 6 min read
How to tell if your business actually needs CFO-level help yet — and what they do.
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 18, 2026 · 7 min read
How to tell which fits — and when electing S-corp status actually saves money.
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.
In-depth reference guides
The month-end close, chart of accounts, and 13-week cash forecasting — the processes we run, written down.