Jonathan Reich 
Toast Payroll does a lot right for restaurant-native workflows but it’s not the only way to get clean hours, clean tips, and compliant filings without tying yourself to a single POS stack. As a CPA, I’ve spent a lot of time surfing around SMB payroll software, and I’ve come to learn what works, and what … Read more
It’s more important than ever before for accountants to have a clean bill pay workflow that moves money, reconciles perfectly every time, and doesn’t light their cash flow on fire. Wise and Melio are two excellent, popular choices, so it’ll be a tough comparison that will likely come down to what best fits your specific … Read more
Have you ever woken up at 4:30 AM on the 1st business day of the month absolutely dreading the next 14 hours because you know you have to reconcile 64 bank accounts? Well, I have, and let me tell you it’s something I wouldn’t wish upon anyone. If you’re like me, you already know the … Read more
Alright y’all, it’s time to roll up the sleeves and get practical. If you’re shopping alternatives to Zoho Books, then you’ve come to the right place. You’re probably feeling one of three pains: you’ve outgrown the SMB tier, you want more automation and less month-end grind, or your stack needs to plug into a specific … Read more
I’m sure the book keepers and SMB owners that are present in my nook of the internet today share a similar view as me on this. Payroll shouldn’t feel like defusing a bomb with oven mitts, but here we are on Thursday afternoon, three coffees deep, entering timesheets, tips, and surprises while Quickbooks freezes up. … Read more
Let’s be honest: most start-ups don’t die from competition, they bleed out from spreadsheet paper cuts for things like mistimed revenue, mystery COGS, and data tables that live in a Dropbox labeled “final_final(3).xlsx.” These issues don’t stem from being bad at math, they’re from not keeping a leash on your accounting. And when the dollars … Read more
Let’s be honest: most startup’s finance stack probably looks like a junk drawer: Plaid dongles next to Ramp cards next to a mystery Excel file named “final_FINAL_cash”. Puzzle is where we cut the crap and get down to running a business’s books the way that it’s actually supposed to be: Plaid for clean bank connections, … Read more
Alright, y’all, it’s time to put two very real-world tools on the line and see which one actually makes weekly payroll less of a fire drill for SMBs like restaurants, service-based businesses, or anyone else that’s running an hourly team. Homebase and Toast Payroll both promise a litany of things, such as clean hours, clean … Read more
Alright, guys, believe it or not, I wasn’t always a CPA. Before I spent my days surfing spreadsheets, I spent a period of my life doing something I think most people can relate to, which is waiting tables. While I worked at a couple of different restaurants, one thing always kind of stuck with me, … Read more
You may be asking yourself what’s a Digit and a Pilot? And why are we comparing them? Well, they’re not phalanges or ocean-faring vessel drivers, nope, you’re wrong there. They’re something way less engaging; yup, you guessed it, they’re accounting softwares! After all, why else would a CPA who’s certified in all things nerd ever … Read more
Alright y’all, let’s put two very different philosophies under the same light: Digits (AI-native, “autonomous GL” energy) vs Wave Accounting (the freemium crowd-pleaser for soloists and micro-teams). Both claim they’ll save you hours. Both can get your books into fighting shape. But they were built for different jobs and that’s totally acceptable. But today’s comparison … Read more
waiting for! We’ve got a new guy on the block who has a bone to pick with the legacy accounting platforms, and from what I’ve seen of the platform, Digits means business. Digits is not an overlay or a dashboard bolted onto somebody else’s ledger, it is the ledger, and it runs under a litany … Read more
What The Heck is Digits Anyway? Digits calls itself “accounting software for the AI era,” and unlike bolt-on “AI features” slapped onto legacy systems, the AI is the engine here. At the core is the Autonomous General Ledger (AGL going forward because that is indeed a mouthful) is purpose-built to automate categorization, reconciliations, invoicing, A/P, … Read more
Alright y’all, here’s the matchup everyone’s been waiting for: the entrenched incumbent vs. the AI-native upstart. Intuit’s QuickBooks Online is the 600 lb gorilla in the room, and is the most widely used small-business accounting platform in the U.S., and for good reason. It’s flexible, familiar, and can be configured for just about any industry. … Read more
As a CPA who spends a lot of time with owners at major crossroads, I’ve often helped guide business owners on what to do with their life’s work. Some arrive in my office with a tired look and a shoebox of receipts ready to toss in the towel, and others bring dashboards, excel sheets, and … Read more
As a CPA, I find myself advising clients on things I would’ve never even thought of as a possibility. One of those things is, “What do I do with my business now that I’m ready to hang up the mantle? Sell it? Shut it down? Piece meal it out?” The business owners are often tired … Read more