Jonathan Reich 
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
As a CPA who works with small businesses every day, let me just tell you, it seems like most of the small businesses I come across are in shambles behind the scenes when it comes to their account payables and payment systems. Late invoices, high fees, clunky systems…these things eat into both profits and peace … Read more
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
If you’re thinking about an exit in the next 6 to 36 months, let’s talk about the big picture and the trade-offs of different strategies. As a CPA, I’ve helped many small business owners sell their business, and help them figure out what the business is worth, so I’ve ran into a whole bunch of … Read more
As a CPA who’s worked with businesses of all sizes, from tiny startups to growing mid-market firms, I’ve spent more time than I’d like to talk about inside accounting platforms. I’ve seen the best of what’s out there. I’ve also seen some clunky, outdated, overengineered systems still making the rounds because “that’s what everyone uses.” … Read more
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
Closing the books every month isn’t glamorous, but it’s one of the most important things a business can do. A clean close tells you where the money went, what’s working, and what isn’t. For management and finance leads, it’s the difference between making informed decisions or running your business into the ground. Over the years, … Read more
As a CPA who’s spent years DOWN IN THE WEEDS cleaning up financial records, I’ve seen firsthand how tech can make or break your business’s bookkeeping. Let me paint you a quick picture. It’s mid-2022 – Intuit is kicking tons of customers off their desktop version, so I am working to migrate about 6 clients … Read more
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
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
As a CPA, part of my job is guiding clients through choosing the best financial tools for their businesses. Stampli, a popular payment processor, frequently comes up as a favorite among my clients for its robustness, invoice management features, and feature rich platform. But every platform has strengths and weaknesses, and finding the best fit … Read more
Melio and Stampli are two payment processing platforms that have earned their stripes in the industry and offer compelling solutions. However, subtle distinctions might make one more suitable than the other, depending on the nature of your operations. My career as a CPA has meant I’ve learned—often the hard way—that choosing the right payment processing … Read more
As a CPA, I’ve spent the better part of my career untangling the complex web of payments, financial records, and international transactions for small to mid-sized businesses. If there’s one topic that consistently trips up business owners—regardless of industry—it’s the challenge of paying international vendors efficiently, securely, and affordably. Trust me, I’ve seen it all: … Read more
I’ve spent more late nights than I’d like to admit wrestling with bad imports, manual adjustments, and missing audit trails, and, therefore, I’ve learned to look at accounting software with a skeptical eye. While I care about slick dashboards and ease of use, I’ve also come to appreciate the tools that make my job easier: … Read more
Handling payments manually felt like a necessary evil at some point. But platforms like Melio and QuickBooks Online changed that. They made payments easier. They transformed how businesses managed cash. As a CPA who’s spent years drowning in invoices, ledgers, and every type of financial headache imaginable, I experienced these changes firsthand. So, let’s break … Read more
You know what I despise as a CPA and a small business owner? I absolutely can’t stand doing an entire day of work, half a day of administrative work, and then checking the mailbox to be handed a giant stack of bills and statements to work on. It just seems like more work! And something … Read more