Financial insights
Tax, bookkeeping and CFO insights for growing businesses
Practical guidance from a CPA-led team: deadlines, deductions, industry tax rules and the financial decisions that matter most.
Latest articles
S Corporation Salary for Doctors and Dentists: Setting Reasonable Compensation
How medical and dental S corporation owners set a defensible salary, how it affects payroll tax and the Section 199A deduction, and where a cash balance plan fits.
Amazon and Shopify Bookkeeping: Finding Your True Profit Margin
Why marketplace deposits are not revenue, how to reconcile Amazon and Shopify settlements, cost inventory at landed cost and read margin by SKU and channel.
RSU, ISO & NSO Tax Planning for Startup Employees & Founders
2026 Tax Year Document Checklist for Individuals and Business Owners
Everything to gather for your 2026 tax return, from W-2s and 1099s to business books and crypto records, plus the new 2026 1099 thresholds.
LLC or C Corporation? Choosing a U.S. Entity as a Foreign Founder
How an LLC and a C corporation differ for non-U.S. owners: tax classification, effectively connected income, withholding, Form 5472 and investor fit.
Crypto Taxes for U.S. Businesses: What to Track in 2026
A practical look at how U.S. businesses report digital asset activity, what the new Form 1099-DA means for 2025 and 2026, and how to keep basis records that hold up.
CPA-Prepared Personal Financial Statement: Net Worth Guide
Delaware C-Corp for Foreign Founders: Tax & Compliance
Business Tax Strategy Guide: Cut Liability, Boost Cash Flow
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