Process
A 12-step month-end close checklist for small businesses
The checklist we run internally, adapted so an owner or office manager can use it without accounting training.
May 18, 2026 · 8 min read
Resources
Notes from the practice
Short, practical pieces written by Elizabeth for the owners we work with. No gated downloads, no newsletter wall.
Cash flow
Profitable but broke: why your bank balance disagrees with your P&L
Six structural reasons a profitable business runs out of cash, and the report that shows the difference before it hurts.
April 7, 2026 · 7 min read
Compliance
1099-NEC: what small businesses need to collect before January
Who receives a 1099, what a complete file looks like, the deadlines, and the four mistakes that generate penalty notices.
February 11, 2026 · 6 min read
Free tools we point clients to
Month-end close checklist
The twelve steps we run internally, written so an office manager can follow them. Read it.
Cash vs profit explainer
Why a profitable quarter can leave you short of money, and the report that shows it early. Read it.
Vendor W-9 rule
The single habit that removes the January 1099 scramble. Read it.
Questions from owners
Eighteen answers about scope, pricing, security and cancellation. Read the FAQ.
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