Steingard Insights
Practical financial education for owners responsible for running the business.
Three years of articles on bookkeeping, payroll, taxes, cash flow, and financial reporting — browse the latest below or jump into a topic from the Insights menu.
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Bookkeeping for Amazon FBA Sellers: A Practical Guide to Clean, Scalable Books
Bookkeeping for Amazon FBA Sellers: A Practical Guide to Clean, Scalable Books If you sell on Amazon FBA, you already know your…
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Pilot Alternatives for Small Business Bookkeeping: What to Compare Before You Choose
Pilot is one of the best-known online bookkeeping services for startups, and it shows up in almost every list of bookkeeping options.…
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Should You Hire a Bookkeeper or Just Use QuickBooks Yourself?
QuickBooks records what you tell it. The question is who checks it. Plenty of small business owners run their own books in…
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What to Look for When Hiring a Bookkeeper for Your Small Business
Eight questions I’d ask any bookkeeper before handing over your books — including me. I run Steingard Financial, a bookkeeping firm in…
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Quarterly Estimated Tax Payments for Small Business: A Complete Guide
Quarterly Estimated Tax Payments for Small Business: A Complete Guide to Staying Compliant and Cash-Flow Smart If you’re self-employed or run a…
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Small Business Payroll Tax Deadlines Calendar: A Month-by-Month Guide to Staying Compliant
Small Business Payroll Tax Deadlines Calendar: A Month-by-Month Guide to Staying Compliant Miss one payroll tax deadline and the IRS doesn’t send…
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How Many Years Should You Keep Small Business Financial Records?
Small business owners tend to fall into one of two camps: pack rats who keep every receipt since their doors opened, or…
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AI-Powered Financial Operations: Frequently Asked Questions
Every week, business owners ask us some version of the same question: “I keep hearing about AI in finance — what does…
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Executive Reporting and CFO Intelligence: Frequently Asked Questions
If you’re leading a growing business, you’ve likely felt the gap between your bookkeeping records and the financial clarity you actually need…
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Bookkeeping Cleanup and Catch-Up: Frequently Asked Questions
If you’ve landed here, there’s a good chance your books are somewhere between “a little behind” and “I genuinely can’t look at…










