Notes on keeping the books honest.
Short, practical writing on the monthly close, reading your numbers, and the tax and payroll rules your books run on.
Recent articles
US federal tax and payroll in 2026: brackets, FICA and filing dates
The 2026 federal brackets and standard deduction, Social Security and Medicare rates, and the return, deposit and year-end form dates a small business books around.
Canada tax and payroll in 2026: brackets, CPP, EI and GST/HST dates
Federal brackets for 2026, CPP, CPP2 and EI rates and maximums, the GST/HST small supplier threshold, and the remittance and return dates for individuals and corporations.
Why your month-end close keeps slipping (and the fix)
Most late closes are not an accounting problem. They are a calendar problem. Here is the short checklist that gets a month closed by the 10th.
Get paid on time, pay on time: a weekly AP / AR routine
Late invoices and missed bills are rarely a cash problem at first. They are a routine problem. One hour a week keeps both sides of the ledger moving.
Reading a cash flow statement without a finance degree
Profit and cash are different things. A quick tour of the three sections of a cash flow statement and the one line that matters most.
What tax-ready books actually look like
Tax season is only stressful when the year's records are assembled in a hurry. A short list of what your tax preparer hopes to receive, and how to have it all year.
Want the numbers behind these posts?
We run the books, the close, and the analysis for founder-led companies.