Insights
Notes from the close.
Practical guides on tax, cash and growth, written by the accountants and CFOs who do the work.
All articles
Cash Flow
The month-end close, explained in nine steps
What actually happens between the last day of the month and the report in your inbox, and why day five is realistic.
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6 min read
Tax
Five tax credits growing companies leave on the table
The R&D credit is only the start. Four more credits most owners never hear about, and how to know if you qualify.
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8 min read
Growth
What a fractional CFO actually does in month one
Forget the board deck for now. Month one is about trust in the numbers and a 13-week view of cash.
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5 min read
Compliance
Sales tax nexus: a plain-English guide for online sellers
Selling into a new state can create a tax obligation you didn't plan for. Here is how to check your exposure.
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7 min read
Cash Flow
How to read a 13-week cash forecast
The one report every growing company should look at every Monday, explained line by line.
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6 min read
Compliance
Preparing your company for its first audit
A first audit doesn't have to take six months. The checklist we give every client facing one.
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7 min read
The Monthly Close