Guides
Accounting guides
for real businesses.
Plain-English guides to bookkeeping, taxes, and financial management for small business owners.
The Month-End Close Checklist
A complete month-end close checklist for small businesses. Review transactions, reconcile accounts, review reports, and lock the period in under an hour.
LLC Bookkeeping 101
Everything you need to know about bookkeeping for your LLC — separate finances, deductible expenses, paying yourself, quarterly taxes, and when to hire help.
How to Do a Bank Reconciliation
Step-by-step guide to bank reconciliation for small businesses. Learn how to match your records to your bank statement and catch errors every month.
How to Set Up a Chart of Accounts
A step-by-step guide to setting up a chart of accounts for your small business. Learn the 5 account types, numbering conventions, and common mistakes to avoid.
The Small Business Accounting Guide
A plain-English guide to small business accounting — bookkeeping basics, cash vs accrual, the three reports you need, AP/AR, bank reconciliation, and tax prep.