Accounting

How to Find the Best Accounting Software & Tools

I guess you’ve witnessed how ecommerce has been growing exponentially over the past couple of years.

This trend, as a matter of fact, is expected to continue picking up steadily- at a rate that will see ecommerce retail sales in the U.S hitting $735 billion by 2023.

Quite remarkable, I must say. But, in case you haven’t heard the news yet, it’s not just the online sales process that has been transforming progressively. Ecommerce, combined with modern tech, has also triggered increased growth of what’s reportedly recognized as the world’s oldest professional field- accounting.

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Puzzle vs. NetSuite: Which One Fits Your Company Right Now

As a CPA, I’ve spent a lot of time inside NetSuite, and it’s definitely a love-hate relationship. I’ve built saved searches at 6 AM, untangled intercompany eliminations that nobody had touched in quarters, and sat through renewal calls where the number went up for reasons nobody could quite explain. I like NetSuite. I also know ... Read more

How Founders Can Spot Bookkeeping Mistakes Before They Cost You: A CPA’s Checklist

Most bookkeeping mistakes don’t announce themselves. They sit quietly in an account called “Uncategorized Expense” or inside a Stripe deposit that nobody broke apart, and they wait. Patiently. Then a lender asks for a balance sheet, an investor asks for gross margin, or your tax preparer asks why revenue on the P&L is $40,000 higher ... Read more
AI Invoicing Software

Rounding Up 5 of the Best AI Invoicing Software for SMBs

When done manually, invoicing can be a drain on your time and resources, especially as your business grows. Between entering customer details, double-checking prices, and calculating taxes, an invoice can take a while to finalize. Then, there’s the process of actually sending the invoice and following up on late payments.  However, AI has unlocked more ... Read more
Campfire Alternatives

Campfire Alternatives: A Buyer’s Guide for Founders and Finance Leads

Campfire has earned plenty of attention as an AI-native ERP for fast-scaling software companies, and for finance teams managing multiple entities and complex revenue contracts, it’s a contender. But its demo-led sales process, quote-only pricing, and annual contracts assume a level of complexity that many businesses shopping for new accounting software simply don’t have yet. ... Read more
Best Accounting Software for Medium-Sized Business

The Best Accounting Software for Medium-Sized Business

A solopreneur and a business with 100 employees might both fit the definition of a small or medium-sized business (SMB), but their needs couldn’t be more different, and accounting is one area where this becomes glaringly obvious as you grow. There’s no universal definition of a “medium-sized business,” with much of it coming down to ... Read more
AI general ledger automation

What AI General Ledger Automation Actually Does: What I’ve Seen as a CPA

Ask three accounting vendors what their AI does to the general ledger, and you will get three answers that sound identical but mean entirely different things. One means a categorization model that guesses the account based on a bank feed line. Another means a chat interface that drafts an invoice when you describe it in ... Read more
How to Negotiate the Sale Price of Your bUSINESS!

How to Negotiate the Sale Price of Your Business!

Selling a business is not like selling a car where you agree on a number, hand over the keys, and move on. It’s a process. Obviously, price is a factor. But once a buyer is serious, you are negotiating much more than just a number. How much are you getting at closing? Is there seller ... Read more
Rillet Alternatives

The Best Rillet Alternatives for Accounting Automation

Lately, Rillet has been making a lot of waves across accounting, and for good reason. It’s a powerful, AI-native ERP that uses agents within the ledger to generate journal entries and schedules, streamlining month-end close. Plus, it can automate AP and AR management, perform bank reconciliations, and work with complex revenue recognition models, with multi-entity ... Read more
Best Mobile Accounting App for Founders

The Best Mobile Accounting Apps for Founders: A CPA’s Guide

Most accounting software was built for someone sitting at a desk with two monitors and an afternoon to spare.  However, most founders don’t work that way. They get hard questions when they’re in an Uber, in a hallway between meetings, or at 10 p.m. when the laptop is already closed. The answer to those questions ... Read more
Accounting Software for Shopify Sellers

The Best Accounting Software for Shopify Sellers

Shopify makes it deceptively easy to sell but deceptively hard to account for what you sold. What’s not immediately clear to new sellers is that a single payout hitting your bank account is not revenue — it’s gross sales, minus discounts, minus refunds, plus shipping income, plus sales tax you collected on behalf of a ... Read more
The Top Accounting Software That Works with AI Tools

The Top Accounting Software That Works with AI Tools

In recent years, the million-dollar question being asked of accounting software has been “does it have AI?” Most vendors these days have an easy “yes” answer waiting, so in my opinion, there are two narrower questions that are more important to ask.  First: Can the AI tools your team already opens every morning reach your ... Read more
How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

Stop me if this sounds familiar: Somewhere on a shared drive, there’s a spreadsheet that controls a significant, material line on your balance sheet. It has a tab for each month, a formula column that’s archaic nonsense that no one currently employed understands, and a hard-coded cell from the quarter you closed a deal mid-month ... Read more

How to Improve Cash Flow for an E-commerce Business: What Merchants Need to Know

Your business might be profitable on paper, but if you don’t have enough cash on hand to pay your suppliers, you’re going to wind up in a tight spot. There are healthy cash management practices that every business can follow to keep a strong cash flow, like strategically utilizing credit or speeding up payment collection. ... Read more

Payment Gateway vs. Payment Processor: Understanding the Differences

Payment gateways and payment processors might sound similar, but each plays a distinct role in the payment collection process.  If you’re collecting card payments from customers, you already have both systems in place, even if you’re unaware of it. Here’s what you need to know.  Bottom Line Up Front If you want the short version, ... Read more
Best Vendor Payment Tool for Bookkeepers and Accounting Firms

A CPA’s Take on the Best Vendor Payment Tools for Bookkeepers and Accounting Firms

Bill pay platforms sit between your client’s vendor invoices and the money that pays them. They capture the bill, route it for approval, move the funds by ACH/check/card, and push the entry back into the ledger so no one is keying it twice. For a business owner paying their own vendors, picking one is a ... Read more
Best Accounting Software for E-Commerce Founders

The Best Accounting Software for E-Commerce Founders: My Experience As a CPA

Most accounting software was built for a business that sends an invoice and waits to get paid. As we all know, e-commerce does not work that way. You sell through a storefront, a marketplace, a social channel, and maybe a wholesale portal, and each one settles on its own schedule, nets its own fees, and ... Read more

Puzzle vs. NetSuite: Which One Fits Your Company Right Now

How Founders Can Spot Bookkeeping Mistakes Before They Cost You: A CPA’s Checklist

Rounding Up 5 of the Best AI Invoicing Software for SMBs

Campfire Alternatives: A Buyer’s Guide for Founders and Finance Leads

The Best Accounting Software for Medium-Sized Business

What AI General Ledger Automation Actually Does: What I’ve Seen as a CPA

How to Negotiate the Sale Price of Your Business!

The Best Rillet Alternatives for Accounting Automation

The Best Mobile Accounting Apps for Founders: A CPA’s Guide

The Best Accounting Software for Shopify Sellers

The Top Accounting Software That Works with AI Tools

How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

How to Improve Cash Flow for an E-commerce Business: What Merchants Need to Know

Payment Gateway vs. Payment Processor: Understanding the Differences

A CPA’s Take on the Best Vendor Payment Tools for Bookkeepers and Accounting Firms

The Best Accounting Software for E-Commerce Founders: My Experience As a CPA

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