Accounting6 min read
QuickBooks Setup Problems That Hide in Plain Sight
QuickBooks Online is easy to set up yourself, and easy to set up wrong. Five setup problems that hide in plain sight, why they matter, and…
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Insights & Resources
Practical guidance on tax, accounting, payroll, technology, and small business finance, written by Garrett Loughman, CPA.
Tax7 min read
Tax Preparation vs. Tax Planning: Why Most Small Business Owners Only Get Half the Picture
Tax preparation records what happened; tax planning influences what happens. Why small business owners only get half the picture, and how…
Read moreTax7 min read
Which Business Entity Should You Choose? What the Tax Code Actually Says
LLC, S-Corp, or C-Corp? What the tax code actually says about each, the self-employment tax math, and when it's worth revisiting your…
Read moreTechnology7 min read
AI Is Not Replacing Your Accountant. It's Replacing Your Old One.
AI is automating bookkeeping's mechanical work, not the judgment that matters. What that shift means for small business owners and CPAs,…
Read moreAccounting7 min read
4 Monthly Bookkeeping Habits That Keep Your Business Tax-Ready All Year
Four simple monthly bookkeeping habits (reconcile, categorize, capture receipts, and review your P&L) that keep your small business…
Read morePayroll9 min read
California Payroll Compliance: A Small Business Owner's Guide
A California payroll compliance guide for small business owners: the four state payroll taxes, EDD registration, filing deadlines, wage…
Read moreTax7 min read
LLC vs. S-Corp: Which Entity Structure Saves You More in Taxes?
How LLC vs. S-Corp taxation differs, a real $150K example, the California costs, and the income level where electing S-Corp actually saves…
Read moreTechnology7 min read
5 QuickBooks Setup Mistakes That Cost Small Businesses Money
Five common QuickBooks setup mistakes that quietly cost small businesses money: wrong entity type, bank feeds, commingling, chart of…
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