What Are The Best Payment Gateways for Small Businesses? A CPA’s Perspective

Best Payment Gateways for Small Businesses

As many small business owners know, when you run a small business, money movement (and management) is one of the most important, and most stressful, parts of operations. Over the years, as a CPA, I’ve worked with countless clients across many industries: retail shops, restaurants, online merchants, contractors, and service providers. If there’s one thing … Read more

OneNotary vs. Notarize.com: A CPA’s Perspective on Online Notary Platforms

OneNotary vs. Notarize

As a CPA, I’ve spent an embarrassing amount of time chasing down signatures, notarized forms, and legal paperwork for clients. It’s just part of the job. Whether it’s loan documents, business contracts, or compliance forms, notarization is a necessary but often time-consuming step in the financial world. Or, at least it used to be.  In … Read more

Pilot Bookkeeping Alternatives: A CPA’s Thoughts

Pilot Bookkeeping Alternatives (1)

Over the years, I’ve worked with countless small businesses, startups, and growing companies. I’ve been asked about Pilot, because management wants to be hands off and has absolute disdain for maintaining their own books. In my opinion, Pilot is just the bookkeeping service that pairs software with outsourced accountants. It’s carved out a strong reputation, … Read more

How to Pay Independent Contractors: A Practical Guide from a CPA

How to Pay Independent Contractors

As a CPA, I’ve spent a long time advising small business owners, contractors, and entrepreneurs on the ins and outs of paying employees, vendors, and independent contractors. What sounds straightforward, writing a check for services, quickly becomes complicated when you factor in compliance, cash flow, taxes, and the practical reality of running a business. The … Read more

The Best Alternatives to GoCardless: A CPA’s Perspective

Best Alternatives to GoCardless

Part of running a successful business means getting paid efficiently and reliably. Over the years, I’ve seen countless clients struggle with payment processing systems that are either too expensive, too rigid, or simply not aligned with the way they operate. There are many platforms out there that can aid in Accounts Receivable, and GoCardless is … Read more

A CPA’s Review of OneNotary: The Modern Way to Get Documents Notarized

CPA’s Review of OneNotary

As a CPA, paperwork is part of my daily life. Like at this point, I am REALLY good at pushing paper, and that’s good because it pays my bills. Tax filings, financial statements, loan documents, you name it, I’ve probably seen it. However, occasionally I run across documents that need to be notarized, and that’s … Read more

What Are The Best Credit Card Processors for Small Businesses? A CPA’s Perspective

The Best Credit Card Processors for Small Businesses

As many small business owners know, credit card payments are no longer optional. If you don’t take cards, you’re not going to stay in business long. If your business doesn’t accept cards, you’re leaving money on the table and likely irritating your customers. But not all processors are created equal. Some specialize in brick-and-mortar retail, … Read more

Best Audit Trail Software for Startups and Small Businesses: By a CPA Who’s Lived Through the Chaos

Best Audit Trail Software for Startups and Small Businesses

Audit trails are the backbone of clean books. If you’ve ever tried to untangle a transaction mess with no breadcrumb trail, you know the pain. I’ve spent years cleaning up after rushed journal entries, misposted payments, and disappearing data, and I’ve come to rely heavily on audit trail software especially for startups and small businesses, … Read more

How to Automate Credit Card Reconciliations (Without Losing Your Mind) By a CPA Who’s Spent Too Many Nights Losing His Mind

How to Automate Credit Card Reconciliations

I’ve been doing this a long time. I’ve reconciled accounts manually when there were no better options, and I’m talking about accounts that get over 1500 transactions a month. It took HOURS. I’ve cleaned up messes left by “automated” systems that promised more than they delivered. And I’ve had those 10 p.m. moments where I … Read more

Melio vs. Airbase: My Experience as a CPA with Modern Bill Pay Solutions

I’ve been a CPA for years, running my own firm and helping businesses of various sizes manage their financial operations. In that time, I’ve seen bill pay platforms evolve from clunky bank portals and manual checks to sophisticated, user-friendly digital solutions. Two platforms I regularly work with—and frequently recommend to my clients—are Melio and Airbase. … Read more

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