Sharper finance. Clearer decisions.
CPA-reviewed guidance on tax planning, audit readiness, accounting operations, federal compliance, and international development finance — written by the practitioners doing the work.
The 2026 Small Business Tax Planning Checklist (CPA-Reviewed)
A practical, CPA-reviewed 2026 tax planning checklist for U.S. small businesses — covering entity elections, QBI, bonus depreciation, R&D, retirement plans, and year-end moves that actually reduce your tax bill.
Latest articles
Single Audit Readiness: Surviving Uniform Guidance Without Findings
A field guide for nonprofit CFOs and federal grant recipients: how to prepare for a Single Audit under 2 CFR 200, build a clean SEFA, manage subrecipients, and avoid the most common audit findings.
Outsourced CFO vs. Controller vs. Bookkeeper: Which Does Your Business Actually Need?
Bookkeeper, controller, or fractional CFO? A practical breakdown of scope, cost, and the revenue stages where each role unlocks the next inflection point for growing businesses.
DCAA-Compliant Accounting: What Federal Contractors Must Actually Have in Place
What DCAA actually looks for in a compliant accounting system — SF 1408 walkthrough, indirect rate structure, timekeeping, and the controls that pass a pre-award survey on the first visit.
Financial Management for International Development Implementers: Lessons from the Field
Lessons from a decade of USAID, World Bank, and donor-funded implementation: multi-currency accounting, sub-recipient capacity, FX exposure, and the controls that hold up to donor audit.