Jonathan Reich 
In my years as a CPA, I’ve seen smart entrepreneurs lose hours every week to spreadsheets and tax calculations. I’ve seen even more lose money to penalties because they missed a filing deadline or miscalculated a withholding. The thing is, you don’t need to be a tax expert to pay your team correctly. You just … Read more
You’ve built something great after pouring your heart, soul, time, and money into it. And now, it’s a legitimate asset with cash flow, customers, and a life of its own. It’s at around this point that the same thought crosses every entrepreneur’s mind: “Is it time to sell and move on to the next big … Read more
If you’ve read my content before, you know my philosophy on accounting: it’s the vegetable eating of the business world. No one’s passionate about categorizing Uber receipts or reconciling bank feeds. They do it because they have to — for taxes, for investors, and to keep the lights on. These days, however, a lot of … Read more
Stripe is more or less the default payment processor for most businesses these days. It’s easy to set up, its third-party integrations are endless, and the documentation is beautiful (and useful). But as a CPA who has had to untangle the backend of a scaling SaaS business one too many times, I can tell you … Read more
As a CPA, I’ve watched countless entrepreneurs hit a six-month wall — not because of their product, but because of a back office built on a Frankenstein stack of disconnected software. They rely on separate gateways, fraud tools, and accounting systems that simply don’t talk to one another, creating a data silo that bleeds cash … Read more
If you like Helcim, you’re already ahead of most merchants. It shows that you care about interchange-plus pricing, clear margins, and not getting rinsed by mystery fees. Helcim does a lot right on that front, with transparent pricing, no monthly fee, and solid all-in-one tools for in-person and online payments. It’s a fine platform, and … Read more
Dext is what happens when you take the worst part of bookkeeping (chasing receipts, keying invoices, decoding random Amazon purchases, etc.) and hand it to software that actually knows what a chart of accounts is. For firms and growing businesses, this can give you hours back. For small teams or price-sensitive clients, the cost and … Read more
Comparing Dext and QBO is much like comparing a truck and a trailer. QuickBooks Online is a ledger, while Dext is the attachment that turns it into a proper workhorse for documents, expenses, and data quality. As a CPA who lives in QBO every day, they’re more like a stack rather than substitutes for each … Read more
If you run an eCommerce shop in 2025, your payment processor feels less like a vendor and more like a business partner you’re sort of stuck with. Square is the friendly neighborhood option: quick sign-up, clean hardware, and a website in an afternoon. Luqra walks in more like the quiet numbers nerd in the back … Read more
Let’s talk AP… the least sexy part of running a business. You have to pay your vendors, your contractors, your rent, your utilities — and it seems like all of this comes from your hard-earned cash. It’s also a headache that demands attention, because it’s where things can start to slip through the cracks and … Read more
If Ramp is your spend nerve center, your accounting system is the brain stem that either passes clean data or pure noise. The good news is that Ramp now plays well with a growing list of ledgers and ERPs. The better news (for founders and finance teams who like to sleep) is that some platforms … Read more
Mercury is a fintech platform that provides modern business banking without the branch. It’s not a bank itself; it simply works with partner banks to offer FDIC-insured checking and savings, corporate cards, and a growing suite of tools for bill pay, invoicing, treasury, and spend management. Overall, it’s pretty versatile and not a bad way … Read more
As a CPA, I typically advise my SMB clients on what business tools they can use to make their lives easier, save money, and reclaim precious time. And while I mainly focus on accounting software and back-office tools, I’ll occasionally recommend certain front-of-house platforms that are particularly good at flowing data to the financials — … Read more
On paper, revenue recognition is simple enough: It’s just recognizing revenue when you actually deliver value to the customer, rather than when the cash hits the bank. But in practice, it means: You can brute-force this with spreadsheets and generic ledgers for a while, but as you grow, your rev rec workbook turns into a … Read more
Online notarization has gone from a weird pandemic workaround to just how everyone signs stuff now. And if you handle real estate closings, loan docs, powers of attorney, or HR paperwork across state lines, you’ve almost certainly bumped into NotaryCam in that shift. To me, it’s like DocuSign, where everyone was originally super hesitant to … Read more
Most “easy” accounting software is lying to you. The login screen looks friendly. The demo video feels smooth. But once you get past the tour, you are three clicks deep in “Chart of Accounts” hell, trying to remember if this thing lives in Settings, Lists, or Some Random Gear Icon. Today, I want to put … Read more