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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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Fee-Only Financial Planner vs. Commission-Based Advisor: Which One Should You Hire?
When you start shopping for a financial advisor, one of the first forks in the road is the compensation model. Specifically: should…
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How to Make a Personal Financial Plan Step by Step
Most people have a vague sense they should have a financial plan. Far fewer actually have one. If you’ve been meaning to…
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Account Management Interview Questions: Ace Your 2026 Hire
A client emails at 4:42 p.m. on payroll day. Their team is asking why hours look wrong in Gusto, the owner wants…
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Fractional Controller Services: Essential for Growth
Your business may be growing just fine on the surface. Revenue is coming in. Clients are happy. Payroll goes out. Taxes get…
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What Is a Fractional CFO: Your 2026 Guide
You're probably in a spot that feels oddly successful and uncomfortable at the same time. Revenue is coming in. Clients are paying.…
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Fractional Accounting Services: A Guide for Service Firms
Your calendar is full. Clients need answers. Employees need to get paid. QuickBooks needs cleanup. Gusto needs attention. Your bookkeeper can keep…
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Payroll Cards Pros and Cons: A 2026 Guide for Employers
Friday afternoon payroll is coming up. A few employees use direct deposit. One still wants a paper check. Another doesn't have a…
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Accounting Software Automation: Service Business Guide
You finish a client call, open QuickBooks, and realize the bank feed hasn't been reviewed in weeks. A contractor sent a receipt…
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Boost Cash Flow: Working Capital Optimization 2026
You can be profitable, busy, and still feel short on cash every month. That happens all the time in service businesses. Payroll…
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File Validation Utility Guide for QuickBooks & Gusto
You export a spreadsheet from your bank, payroll system, or point-of-sale tool. You clean up the columns, remove a few odd rows,…
