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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 Services for Small Businesses: A Simple Guide
Think of bookkeeping services for small businesses as your financial co-pilot. They take the jumbled mess of receipts, invoices, and bank statements…
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What is financial statement analysis? A Practical Guide to Financial Health
Financial statement analysis is just the process of reviewing your company’s financial reports so you can make better, smarter business decisions. Think…
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How to Setup QuickBooks Online for Service Businesses
Getting your financial house in order starts with a solid foundation, and for a service business, that foundation is almost always QuickBooks…
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How to Prepare Financial Statements: A Practical Guide for Service Businesses
Turning raw transaction data into a clear financial picture is a straightforward process. First, you close your books for the period. Then,…
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Mastering the Accrual to Cash Adjustment for Service Firms
An accrual to cash adjustment is the process of converting your financial records from accrual-basis accounting over to a cash basis, or…
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A Staffing Plan Template Built for Scaling Your Business
Hiring without a plan is just guessing with your payroll. A strategic staffing plan template transforms that guesswork into a financial blueprint,…
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What Is the Basic Accounting Equation Explained for Business Owners
At the very heart of all accounting is a surprisingly simple, yet incredibly powerful formula: Assets = Liabilities + Equity. This is…
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A Simple Guide to Understanding Debit and Credit in Accounting
To understand debits and credits in accounting, you have to get one thing straight: it’s all about tracking where money comes from…
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What Is a General Ledger? General Ledger, Explained
At its heart, the general ledger is the master financial record for your entire business. Think of it as the central hub…
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What is accounts payable process? A Practical Guide to the AP Workflow
The accounts payable process is simply the system your business uses to manage and pay its bills. But it’s so much more…
