Guides
Straight answers about running your numbers
Practical guides on bookkeeping, tax readiness and job profitability. Each one starts with the short answer, then walks through the details.
- Tax Readiness7 min read
How to Prepare Your Books for Tax Season: A Small Business Checklist
To prepare your books for tax season, reconcile every bank, credit card and loan account through December 31, separate any personal spending, confirm contractor names and tax IDs, match payroll reports to your books, and review your profit and loss and balance sheet for anything unusual. Then send your CPA the year-end reports and supporting documents. Starting in the fall, rather than in March, gives you time to fix problems before deadlines.
Read guide - Construction8 min read
Job Costing for Contractors: How to Know What Each Job Really Earns
Job costing means tracking the revenue and every cost of each project separately, including labor, materials, subcontractors, equipment and permits, so you can see the profit on each job instead of only the company total. To set it up, create a job or project for every contract in your accounting software, tag every bill, receipt and timesheet to a job, and compare actual costs with your estimate each month while the job is still running.
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