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#cash-flow

Cash Flow

Track and optimize cash flow for better financial health and stability

334 postsView all tags
Construction WIP Schedules: How Percentage-of-Completion Accounting Exposes Overbilling and Underbilling
·mike

Construction WIP Schedules: How Percentage-of-Completion Accounting Exposes Overbilling and Underbilling

A work-in-progress (WIP) schedule ties revenue to actual completion using the cost-to-cost percentage-of-completion method, exposing overbilling and underbilling before hidden losses reach year-end financials. Includes worked examples, a four-project sample schedule, and the signals bonding companies underwrite.

construction
job-costing
revenue-recognition
Gutter Cleaning Bookkeeping: Job Costing by Route, Second-Story Pricing, and Surviving the Off-Season
·mike

Gutter Cleaning Bookkeeping: Job Costing by Route, Second-Story Pricing, and Surviving the Off-Season

Gutter cleaners charge $0.75–$2.50 per linear foot, but healthy 35–50% residential margins depend on height-tier pricing, route-level job costing, and an off-season cash reserve. A practical bookkeeping guide covering second-story multipliers, revenue per route-hour, insurance costs, and Section 179 equipment deductions.

bookkeeping
small-business
job-costing
Pool Service Route Bookkeeping: Chemical COGS, Route Profitability, and the Seasonal Cash Flow Every Pool Company Owner Underbudgets
·mike

Pool Service Route Bookkeeping: Chemical COGS, Route Profitability, and the Seasonal Cash Flow Every Pool Company Owner Underbudgets

A pool route can look fully booked and still lose money on a third of its stops. Splitting chemical costs into their own COGS line, tracking loaded labor and per-mile drive costs, and building a seasonal cash reserve are what turn "busy" into a verifiably profitable pool service business.

pool-service
seasonal-business
small-business
FDIC Coverage for Business Accounts: Lessons from the Small Business Bank Failure in Lenexa, Kansas
·mike

FDIC Coverage for Business Accounts: Lessons from the Small Business Bank Failure in Lenexa, Kansas

On July 18, 2026, regulators closed Small Business Bank of Lenexa, Kansas — the fourth U.S. bank failure of 2026 — with $73M in assets and $69M in deposits assumed by Farmers State Bank of Oakley. Here's how the $250,000-per-depositor, per-ownership-category FDIC limit really applies to business accounts, and how to extend coverage with multiple banks or insured cash sweeps.

banking
small-business
treasury-management
Business Savings Accounts in 2026: What Idle Cash Actually Costs You
·mike

Business Savings Accounts in 2026: What Idle Cash Actually Costs You

With the Fed holding rates at 3.5%–3.75% through mid-2026, a business keeping $100,000 in a 0% checking account forgoes roughly $3,500–$4,000 a year. This guide compares top business savings APYs (Axos ~3.60%, Bluevine up to ~3.75%, Live Oak, Lili, Grasshopper), explains Insured Cash Sweep coverage beyond the $250,000 FDIC limit, and shows how to split operating, reserve, and surplus cash.

small-business
business-banking
banking
Dynamic Discounting for Small Suppliers: How C2FO and Taulia Early Payments Work — and When the Math Favors You
·mike

Dynamic Discounting for Small Suppliers: How C2FO and Taulia Early Payments Work — and When the Math Favors You

Dynamic discounting lets a small supplier trade a sliding, per-invoice discount for immediate payment from the buyer's own cash — no loan, no bank middleman — on platforms like C2FO and SAP Taulia. This guide explains how it differs from supply chain finance, why a 2/10 net 30 discount annualizes to roughly 36%, and how to record the discount as its own expense account in a plain-text ledger.

cash-flow
accounts-receivable
small-business
Freight Broker Bookkeeping: Factored Invoices, Carrier Payments, and the $75,000 Reserve
·mike

Freight Broker Bookkeeping: Factored Invoices, Carrier Payments, and the $75,000 Reserve

How freight brokers should structure their books — separate gross freight revenue from net margin, record factoring advances as loans (not income), track quick pay fees distinctly, and account for the FMCSA $75,000 bond or trust reserve that 2026 rules require replenishing within seven days of a claim.

bookkeeping
trucking
small-business
New Zealand Provisional Tax Explained: Standard, Estimation, and AIM Methods for Small Business
·mike

New Zealand Provisional Tax Explained: Standard, Estimation, and AIM Methods for Small Business

New Zealand provisional taxpayers with residual income tax over $5,000 choose between the standard uplift method (105% of last year's RIT), the estimation method, and AIM, with IRD charging use-of-money interest near 11% annually on shortfalls outside the safe harbour rules.

tax-planning
self-employment
small-business
QuickBooks Online Payroll Now Auto-Pays Taxes at Run Time: What Changed on July 1, 2026 and How to Protect Your Cash Flow
·mike

QuickBooks Online Payroll Now Auto-Pays Taxes at Run Time: What Changed on July 1, 2026 and How to Protect Your Cash Flow

As of July 1, 2026, QuickBooks Online Payroll automates all payroll tax payments and withdraws funds when you run payroll — not on the tax due date. Here's what changed, how it affects small-business cash flow, and a six-step checklist to avoid surprise withdrawals.

quickbooks
payroll
tax-compliance
Tuxedo and Formalwear Rental Shop Bookkeeping: Why the Real Profit Is in the Tenth Rental, Not the First
·mike

Tuxedo and Formalwear Rental Shop Bookkeeping: Why the Real Profit Is in the Tenth Rental, Not the First

A $1,000 tuxedo rented at $196 a night needs five-plus rentals just to cover its cost — which is why formalwear rental bookkeeping treats garments as depreciating fixed assets, damage deposits as liabilities rather than revenue, and seasonal cash reserves as a line item. Here's the chart of accounts and depreciation method that make cost per wear visible.

bookkeeping
small-business
seasonal-business
California and New York Cap Construction Retainage at 5%: What Contractors Should Do for 2026
·mike

California and New York Cap Construction Retainage at 5%: What Contractors Should Do for 2026

California's SB 61 caps private-project retention at 5% for contracts signed on or after January 1, 2026, and New York's S5655 voids any retainage clause above 5% on covered private contracts of $150,000+ as of December 19, 2025. Here's what changed, the carve-outs, and how contractors should track retainage receivable in their books.

construction
cash-flow
contracts
Pool Cleaning Route Bookkeeping: Chemical Costs, Revenue Per Stop, and Seasonal Cash Flow
·mike

Pool Cleaning Route Bookkeeping: Chemical Costs, Revenue Per Stop, and Seasonal Cash Flow

A bookkeeping guide for pool cleaning route businesses covering how to separate chemical costs from labor, calculate revenue per stop, segment revenue by service line, and forecast cash flow through algae season and the winter slowdown.

bookkeeping
small-business
cash-flow
Showing 49–60 of 334 posts