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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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SEP IRA vs SIMPLE IRA vs Solo 401(k): Which Retirement Plan Is Right for Your Small Business?
If you’re a small business owner or self-employed professional, no one is automatically enrolling you in a retirement plan. That responsibility —…
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The Small Business Owner’s Guide to Hiring a Financial Advisor
Running a small business is one of the most financially complex things a person can do — and most business owners don’t…
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Retirement Income Planning Strategies for Your 50s: Make Every Year Count
Your 50s are a financial inflection point. You’re close enough to retirement to see it clearly, but far enough away that the…
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12 Best Questions to Ask a Financial Advisor Before Hiring (And What Their Answers Should Tell You)
Hiring a financial advisor is one of the most consequential decisions you’ll make for your financial future. Yet most people spend more…
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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…
