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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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A Complete Guide to the Invoice to Pay Process
The invoice to pay process is the entire journey a vendor bill takes inside your company, from the moment it lands on…
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A Guide to Accounts Receivable Management Services
Think of your unpaid invoices as a reservoir of cash just waiting to flow into your business. Accounts receivable management services are…
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Double entry bookkeeping in accounting: A Clear Beginner’s Guide
At its heart, double-entry bookkeeping is the simple idea that every single financial transaction has an equal and opposite effect in at…
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Bookkeeping Cleanup Services A Guide to Restoring Financial Order
A bookkeeping cleanup is a one-time project designed to get your business’s historical financial records corrected, reconciled, and properly organized. Think of…
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A Guide to Internal Controls for Small Business
Internal controls are the unsung heroes of a healthy business. Think of them as the policies and procedures you set up to…
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A Guide to Setting Up QuickBooks Online for Service Businesses
Getting your QuickBooks Online account set up involves a lot more than just plugging in your company name and calling it a…
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How to Generate 1099 for Contractors: The Complete Guide
When tax season rolls around, generating 1099s for your contractors can feel like a daunting task. It’s not just about filling out…
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Mastering the Cash Flow Statement Format in Excel
It’s easy to get lost in a sea of spreadsheets, but a well-built cash flow statement in Excel cuts through the noise.…
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Mastering the Accounts Payable Aging Report for Your Business
It’s time to stop seeing the accounts payable aging report as just another boring accounting document. Think of it more like your…
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Bookkeeping for small business: Master Your Finances with Easy Steps
For most small business owners, bookkeeping isn’t exactly the most exciting part of the job. It often feels like a chore you…
