Guides and Tools for Growing Businesses
Practical material on keeping clean books, staying compliant, and using your numbers to make better decisions.
How businesses fixed their finances
Real situations we see across startups, agencies, and multi-entity businesses.
Multi-channel eCommerce
Reconciling Shopify, Amazon, and merchant deposits into one accurate set of books, with COGS that reflects real margin.
Read itAgency gross vs net billing
Separating client media budgets from agency revenue so the P&L shows what the business actually earns.
Read itCatching up a long backlog
Clearing a long backlog, rebuilding financial statements, and moving onto a steady monthly close.
Read itStep-by-step finance playbooks
The processes we use with clients, written out.
Month-end close checklist
What to reconcile, in what order, so the close is complete and repeatable every month.
Read itGetting tax-ready year-round
How to keep records in a state where filing is a review, not a reconstruction.
Read itFirst finance hire vs outsourcing
How to decide when a full-time hire actually beats an outsourced team.
Read itCalculators and templates
Quick tools for common finance questions.
Savings calculator
Compare the cost of an in-house finance hire against an outsourced team at your volume.
Read itChart of accounts starter
A clean account structure to build reporting on, by entity type.
Read itMonthly reporting pack
The statements and metrics to review every month, and what each one tells you.
Read itWhere these guides apply
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