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Job costing, retainage, surety bonds

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Multi-entity consolidated reporting

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Practice accounting + EBP audits

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Integrated tax + estate planning

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IOLTA + partner allocations

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Project-based accounting + S-Corps

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1031s, cost seg, depreciation

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Image rights + multi-state tax

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Digital-asset reporting + tax

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SaaS 10

ARR, deferred revenue, R&D credit

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Runway, fundraise prep, modeling

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Insights · Page 7

Practical perspectives on tax, finance, and business — written by the people who work in it every day. 88 articles in the archive.

  • Money-Saving Tax Strategies for Small Business Owners
    Taxes Jan 3, 2024

    Top 11 Money-Saving Tax Strategies for Small Business Owners

    Tax strategies for small business owners help you protect as much of your business income as possible so that you can achieve your financial goals. Reducing your tax burden strategically should therefore be a high priority.

    Read more
  • s-corp reasonable salary
    Resources Dec 27, 2023

    What Is a Reasonable Salary for an S Corp?

    S-corp shareholder-employees must pay themselves a reasonable salary and remit the corresponding federal self-employment taxes or risk heavy penalties from the IRS.

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  • why are financial statements important
    Accounting Dec 19, 2023

    Importance of Financial Statements

    Every business knows that reporting your company’s financial position is an obligation, but why are financial statements important? Essentially, your company’s financial statements provide insight into the business’s financial health and report critical information about…

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  • Best Business Structure for a Construction Company
    Entity Structuring Dec 15, 2023

    Best Business Structure for a Construction Company

    The best business structure for your construction company will depend on many factors. The answer will also vary from business to business. That’s why it’s essential to get professional advice on the different business structures and which might be more suitable for you.

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  • Benefits of Having a Fractional CFO
    Outsourced Services Dec 11, 2023

    12 Benefits of Having a Fractional CFO

    A fractional CFO (chief financial officer) offers many benefits to small to mid-sized businesses, including improved financial health and streamlined cash-flow management.

    Read more
  • ERP vs accounting software
    Tools Dec 5, 2023

    ERP vs Accounting Software – Key Differences Explained

    Choosing between ERP vs accounting software for your business is an important decision both logistically and financially. While some business owners are drawn to the flashy features offered by ERP systems, accounting software may be enough to handle the everyday operations of…

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  • Top Financial Statements
    Accounting Nov 29, 2023

    Top 4 Financial Statements Every Business Needs

    The four basic financial statements every business needs are the income statement, balance sheet, cash flow statement, and statement of retained earnings. Taken together, these four financial statements provide an accurate representation of the company’s overall financial status.

    Read more
  • What Is a Fractional CFO?
    Outsourced Services Nov 21, 2023

    What Is a Fractional CFO?

    In today’s dynamic business landscape, small and large companies seek innovative ways to optimize their financial strategies while maintaining flexibility and cost-effectiveness. This has led to the rise of fractional Chief Financial Officer (CFO) as a service.

    Read more
  • Pros and Cons of Outsourcing Accounting Services
    Accounting Nov 15, 2023

    Pros and Cons of Outsourcing Accounting Services

    Many smaller businesses are opting for outsourced accounting services and enjoying the advantages that were once exclusive to mid-market and large enterprises.

    Read more
  • What Is an Accounting System?
    Accounting Nov 7, 2023

    What Is an Accounting System?

    An accounting system provides the framework for managing the financial activities of a business, encompassing income, expenses, and various other financial transactions.

    Read more
  • Passive Activity Loss Rule in Real Estate
    Real Estate Accounting & Taxes Oct 31, 2023

    Understanding the Passive Activity Loss Rule for Real Estate

    One key tax rule that every real estate investor should be familiar with is the passive activity loss rule. This rule has become particularly pertinent due to the growing prevalence of Florida-based short-term rentals on platforms like Airbnb and Vrbo®.

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  • s corp vs llc
    Entity Structuring Oct 23, 2023

    S Corp vs LLC – Which is the Right Entity for You?

    When starting a business, one of the crucial decisions you’ll face is choosing the right legal structure for your company, and two popular options for entrepreneurs and small business owners are S corporations (S corps) and limited liability companies (LLCs).

    Read more