Skip to content
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.
-
Investing in Human Capital: A Service Business Guide
You're probably feeling this in the business already. Revenue is decent. Clients keep coming in. Your calendar is full. But growth doesn't…
-
The 5 Step Decision Making Process: A Financial Guide
A service firm can feel busy and profitable at the same time, then hit a cash squeeze two payroll cycles later. The…
-
How to Define Arm’s Length Transaction: Tax & Books Guide
An arm's length transaction is a deal where both sides act independently and in their own self-interest, like two strangers negotiating in…
-
Credit Card Reconciliation: Step-by-Step Business Guide 2026
You open the card statement meaning to “just review a few charges,” and an hour later you're still staring at vendor names…
-
Professional Services Accounting: 2026 Guide
You're doing the work. Your team is busy. Clients are getting billed. Money is coming in. But when you ask simple management…
-
How Does Payroll Work: A 2026 Guide for Businesses
You've probably had this moment already. Someone joins your team, they ask when they'll get paid, and what seems like a simple…
-
Allowance for Credit Losses: CECL Guidance 2026
You sent the invoice weeks ago. The work is done, the client approved it, and the revenue is already in your books.…
-
Understand What Is I 9 Form: A Guide for Employers
You hire someone on Monday. They accept the offer, sign payroll forms in Gusto or QuickBooks, and start meeting the team. Then…
-
Customization in ERP: A Guide for Service Businesses
Your accounting software worked fine when you had a small team, a simple service offering, and one person who knew where every…
-
How to File Sole Proprietor Taxes: A 2026 Guide
If you're a sole proprietor, tax season often arrives the same way. You know you earned money. You know you spent money…
