What we would tell you on the call
No listicles and no news roundups. Each piece is one thing we end up explaining often enough that it was worth writing down properly — the checklist, the trade-off, the deadline that arrives sooner than people expect.
- CPA-supervised
- QuickBooks ProAdvisor
- Big-4 trained
Every article, in full.
Nothing here is gated, and none of it asks for an email address to finish reading.
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Month-end close5 min read
A month-end close checklist you can actually run
Most close checklists are written for a finance department of six. This one is written for whoever is doing it at eight in the evening on the third of the month — in the order the work actually has to happen.
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Working with an accountant5 min read
When to stop doing your own books
The signals that actually mean something, what handing the books over costs you beyond the invoice, and the options in between that nobody selling the service will mention.
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Tax and compliance5 min read
Sales tax and 1099s for e-commerce sellers
Where a sales tax obligation actually comes from, what your marketplace is and is not doing for you, and the vendor paperwork that is far easier to collect in March than in January.
Bring us the books you have.Not the ones you meant to keep.
Behind on reconciliations, mid-migration, or three years deep in a spreadsheet — the first call is the same either way. Show us what you have and you leave knowing what it would take to get current.
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence
Monday–Friday · 8am–6pm ET