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Author: Kelli Lewis

Small Ecommerce Bookkeeping: Five Fixes That Reveal True Margins

Ecommerce owner reconciling payout records

A practical SOP driven setup for small ecommerce stores. Implement a clearing account, reconcile platform payouts, track landed cost, and get SKU margins…

3.5 Day Expense Approval Workflow: KPIs for Small Businesses

Manager reviewing expense approval workflow

Practical playbook for small-business finance teams: build and automate an expense approval workflow, enforce policy, track KPIs, and speed reimbursements.

Pay 90% or 100%: 2026 Estimated Tax Safe Harbor for U.S. Taxpayers

Hands calculating estimated tax payments

How U.S. individuals and self-employed taxpayers can use the 90%/100% safe-harbor rules, withholding, and bookkeeping tactics to avoid a 2026 underpayment…

Accounting Policies Manual: Adopt in Five Steps with Ready Snippets

Accounting policies binder arranged for review

Adopt an accounting policies manual in five steps. Includes editable policy snippets, an adoption checklist, and optional virtual support.

Cut Business Tax Prep Costs 30–60% for U.S. Small Businesses

Organized business tax preparation materials

See typical U.S. small-business tax prep fees ($200–$2,500+) and learn how reconciled books, early filing, or a virtual accounting department cuts fees…

Registered in 3+ States? When to Outsource Sales Tax Filing Frequency

Accountant organizing sales tax filing dates

See how U.S. states set your sales tax filing frequency, check or change your cadence, file zero returns, spot $75,000 EFT triggers, and know when to…

Avoid Data Loss When Migrating to QuickBooks Online for Owners and Accountants

Accountant reviewing an online accounting migration

Tested by accountants: how to move QuickBooks Desktop to QuickBooks Online without data loss. Includes a pre-migration checklist, verification steps, and…

Avoid an April Tax Shock: Set Payroll and Draws for Your U.S. LLC

Business owner reviewing an LLC draw transfer

Practical U.S. guide to paying yourself from an LLC. Match tax status to draws, distributions, or S corp payroll, set up payroll, and meet quarterly tax…

Avoid the $100,000 Trap: Payroll Taxes for U.S. Small Businesses

Owner reviewing payroll withholding calculations

U.S. payroll tax guide for small businesses: know first hire duties, the $50,000 lookback, the $100,000 next day rule, deposit deadlines, and a setup…

1099 vs W-2: 9 Steps to Classify Correctly for U.S. Small Businesses

Hands reviewing worker classification records

Compare 1099 and W-2 in the U.S., avoid misclassification penalties, and follow a nine step checklist that covers IRS and DOL tests, SS-8, and VCSP.

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