Jonathan Reich 
In the modern financial ecosystem, the role of a corporate card has evolved far beyond a plastic rectangle used for office supplies and client dinners. For the contemporary startup, a platform like Brex serves as the primary nervous system for spend management, providing credit lines, expense tracking, and treasury services tailored to the needs of … Read more
Let’s face it…accounting has never been the flashiest, most cutting-edge profession. But as our world changes and Artificial Intelligence becomes more mainstream, even the most traditional industries are getting a digital upgrade—including accounting. AI is streamlining tedious tasks, catching errors before they snowball, and helping professionals make smarter decisions faster. The best AI accounting software … Read more
If you run a mid-market or enterprise-level business, you probably know the name Worldpay. For decades, they’ve been the 800-pound gorilla in the room as the default choice for businesses that outgrow basic aggregators like Square or PayPal. They have the legacy, the global footprint, and the ability to handle massive transaction volumes. But as … Read more
BigCommerce sits at the intersection of scale and flexibility. It handles high volume without the “plugin bloat” of WordPress, yet it remains more customizable than Shopify. But in my opinion, a store without a payment processor is just a fancy catalog. Businesses need a gateway that takes payments, settles cash quickly, and doesn’t eat margins … Read more
If you are an Independent Sales Organization (ISO) or a Merchant Services Agent, you know the reality of this industry: your portfolio is only as strong as the partner backing it. I’ve spent years looking over financials and working with and advising businesses on their operational stacks. In that time, I’ve seen ISO portfolios thrive … Read more
Fincent has made a name for itself by blending human bookkeepers with a sleek software layer, and for many founders, that sounds like the perfect middle ground. You get a dashboard, but you also have a human to message when things look wonky. However, the industry is shifting. In 2026, we’re seeing a massive divide … Read more
Launching a startup comes with countless responsibilities, and managing finances efficiently tops the list. As a CPA, I think good accounting software tailored specifically for startups can simplify complex tasks, enhance accuracy, and provide valuable insights for decision-making. After all, that’s really all accounting is; gathering information (typically finance-related) and organizing it in a way … Read more
In 2026, accounts payable is no longer a manual back-office chore. If you still have a team member keying in invoice dates and amounts by hand, you’re just burning money. The industry has already shifted toward automated systems, and they work extremely well. These tools don’t just scan documents; they understand context, flag discrepancies, and … Read more
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