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Topic

Bookkeeping

A client and his accountant going through his records

Bookkeeping · 4 min

The records a lender asks for

What a business lender usually asks to see, why each record matters, and how to have the file ready before you apply.

A couple reviewing their figures with their accountant

Bookkeeping · 4 min

Reading your own profit and loss

How an owner reads a profit and loss statement: gross margin, overhead, what the report leaves out, and the questions it answers each month.

A team closing the month around a shared table

Bookkeeping · 4 min

Closing the month by the tenth

A ten-day month-end close for owner-run businesses: the order of the work, who does what, and the reports that come out of it.