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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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Outsource Payroll for Small Business: Smart Steps to Switch
Deciding to hand over payroll is a huge step for any small business. It feels like you’re giving up control, but it’s…
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Unlocking the Benefits of Outsourcing Payroll
Handing off your payroll to an expert partner can bring some serious benefits, like dramatic cost savings, much lower compliance risk, and,…
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A Practical Guide to Payroll Solutions for Small Businesses
For a small business, the best payroll solutions are almost always cloud-based platforms. Tools like Gusto and QuickBooks Payroll are game-changers, automating…
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How to Set Up Payroll for Small Business
Before you can even think about running your first payroll, you need to get your house in order legally and financially. This…
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A Guide on How to Prepare for Tax Season
Tax season doesn’t have to be a mad dash of late nights and lost receipts. For B2B service businesses, getting ready for…
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Cost Centers and Profit Centers: Boost Your Margins
Let’s get one thing straight: not all parts of your business are created equal when it comes to money. Some departments are…
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Mastering the Budget for Small Business
When most people hear the word “budget,” they think about restriction. It’s a word that brings up feelings of limitation, of tracking…
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How to Keep Track of Business Expenses: A Smarter Approach
To really get a handle on your business expenses, you need a solid system. I’ve found that the best ones are built…
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How to Reconcile Bank Accounts the Right Way
At its core, bank reconciliation is simply the process of comparing your business’s financial records to your bank statements. It’s a methodical…
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Your Essential Credit Memo Sample and Guide
A credit memo sample is more than just a template; it’s your go-to tool for correcting an invoice after it’s already been…
