Jonathan Reich 
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
If you run a growing company, your accounting stack is either your secret weapon… or the reason you’re thinking about throwing in the towel at the end of every month. You have payroll over here, card spend over there, bills in someone’s inbox, and a bank feed that drops data on its own schedule. Then … Read more
If you still picture the notarization process as a bored UPS Store clerk who’s stamping paper behind the counter, you’re at least a half-decade behind. These days, notaries live inside your browser: They join your loan closing from a laptop, verify your signer over video, pass KBA checks, log the whole thing, and send an … Read more
If you’ve raised a little money and your startup has graduated from a side project to a real company, you’ve probably had the late-night anxiety of “I really need to get my administrative work under my thumb.” After all, if you don’t have trued-up and accurate financials, you’re a rudderless ship that doesn’t know how … Read more
Digits and Fincent both sit somewhere between DIY and old-school, outsourced bookkeeping. They both pitch AI and promise clean books and clear dashboards. They both want to be your one-stop shop… but under the hood, they make some very different bets on how the work gets done, who’s in the driver’s seat, and what your … Read more
If you’re reading this, odds are you already know that Puzzle.io is not just “Excel with a bank feed.” It’s a modern, AI-leaning general ledger that does a great job on revenue recognition, variance analysis, and real financials without the month-end circus. But no tool is perfect for every stack. Maybe your firm wants an … Read more
Today, we have a cage match for you: On one side, Zeni shows up with an out-of-the-box, AI-powered finance team. On the other hand, Digits brings an AI-native ledger that wants to run your books while you sleep. Both promise clean categorization, fast closes, and dashboards that don’t need a PhD to take advantage of. … Read more
As a CPA, many of my SMB clients run on razor-thin margins, and processing fees feel like a silent partner that never lifts a finger. Understandably so, my clients are obsessed with how to save money and get around these never-ending fees. The good news? You can push them down if you compare pricing models … Read more
Stripe and Luqra both promise to move money from your shopper’s cart to your bank account with no fuss. But what about when the going gets tough? When your volume spikes, when a chargeback cluster hits, or when a bank’s risk team gets nervous? How they perform when the stakes rise can be the difference … Read more
Managing payments in 2026 feels like picking a pit crew for your checkout. You need speed, clean handoffs, and a support team that won’t panic when a fraud or chargeback spike hits when you least expect it. The platform with the best rates might seem more important, but what really saves margin is the boring … Read more
If you run an online store in 2025, there’s a good chance that Stripe is running your checkout. But as a CPA, I see many of my clients asking the same question: “Is Stripe still worth the headaches… or is it time to move on?” As it turns out, many merchants are quietly moving off … Read more
Payments sometimes feel like plumbing: invisible and seamless when it works, but a flood of problems when it doesn’t. Luqra wants to change that by bundling up all the messy bits into one interface that puts you in the driver’s seat — a single pane of glass that contains the payment gateway, merchant services, chargebacks, … Read more
I don’t know why, but tons of business owners, bank officers, investors, and other people who should know better simply don’t understand revenue recognition. It’s something that drives me up the wall as a CPA, because it can easily cause financials to be materially misstated. So today, let’s clear the air and see what tools … Read more