Bookkeeping guides
Plain answers to small business bookkeeping questions (page 4)
Short guides from the MCC Solutions desk for New Jersey business owners. General information, not tax or legal advice.
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Keeping your own books? Tallyfinch does invoices, bank import and reports on your computer. See Tallyfinch
More guides (page 4)
- How Fractional CFO Pricing Works: Models and Cost Drivers
- When to Hire a Fractional CFO: Signs Your Business Is Ready
- How to Build a 13-Week Cash Flow Forecast Step by Step
- How to Prepare a Lender-Ready Financial Package
- KPI Dashboard for Small Business Owners: What to Track
- Budget vs Actual: How to Run a Monthly Review Meeting
- Pricing and Margin Analysis for a Small Business
- Financial Planning Before Selling or Adding a Partner
- New Jersey's New Independent Contractor Rule: What Small Businesses Need to Do
- Moved Between NJ and NYC Mid-Year? How Taxes Work
- NYC Earned Income Credit: Who Gets It and How
- W-2 With Two States: NJ and NY Boxes 15 to 20
- NJ Resident Working in NYC: Do You Owe City Tax?
- Mid-Year Move Tax Checklist for New Jersey and New York
- Earned Income Credit With No Children: Age and Rules
- New Jersey Earned Income Tax Credit: How It Works
- W-2 Boxes Explained: What Each Number Means
- Got a 1099-K or 1099-NEC? What an Individual Should Do
- Which Filing Status? Single, Head of Household, Married
- Standard Deduction or Itemizing: How to Decide
- What to Include on an Invoice: A Simple Checklist
- How to Calculate Days Sales Outstanding (DSO)
- How to Set a Freelance Hourly Rate That Covers Everything
- Inventory Turnover Explained: Formula and Examples
- How to Calculate Sales Commission: Flat and Tiered
- How to Calculate a Business Loan Payment and Interest
- How to Add or Remove Sales Tax From a Price
- Working Capital Explained: Formula, Example and Uses
- Current Ratio and Quick Ratio Explained With Examples
- Gross Profit vs Net Profit: What Each One Tells You
- How to Set Prices for a Small Business: 3 Methods
- How to Calculate ROI and Payback on a Business Purchase
- How to Read an Accounts Receivable Aging Report
- Deferred Revenue for SaaS Companies, Explained
- MRR vs Recognized Revenue: What Is the Difference?
- Annual vs Monthly Billing: What It Does to Cash and Books
- SaaS Month-End Close: A Checklist for Software Companies
- SaaS Metrics a Bookkeeper Can Hand the Founder
- Chart of Accounts for a SaaS Company: A Practical Setup
- Which Sales Channel Is Actually Profitable? A Method
- Was That Craft Fair or Pop-Up Worth It? How to Tell
- Are My Books Ready for My CPA or a Lender? A Checklist
- How to Explain Month-Over-Month Variances in Your Books
- Occupancy vs Net Per Night: What Makes a Rental Profitable
- Contractor Offer vs Salary: What the Hourly Rate Is Worth
- A Client Onboarding Process for a Solo Bookkeeper
- A Lead Follow-Up System for a Solo Service Business
- Early Warning Signs a Job Is Losing Money Before It Ends
- HOA Treasurer Bookkeeping Basics for Volunteers
- HOA Reserve Fund Explained: Operating vs Reserve
- Collecting Delinquent HOA Dues: A Treasurer's Process
- HOA Treasurer's Monthly Board Report Checklist
- How to Build an Annual HOA Budget Step by Step
- Special Assessment Bookkeeping for Associations
- Rental Property Numbers Small Landlords Should Run
- Gig Driver Bookkeeping Mistakes to Avoid
- Journal Entry Practice Problems With Answers
- Adjusting Entries Practice Problems With Answers
- Trial Balance Practice Problem With Answers
- Accounting Equation Practice Problems With Answers
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Bookkeeping by type of business
- Bookkeeping for notaries and loan signing agents
- Get your books ready for a mortgage
- Bookkeeping for short-term rental hosts
- Bookkeeping for small landlords
- Bookkeeping for online sellers
- Bookkeeping for process servers and field contractors
- Years behind on your books? Start here
- Books that won't reconcile
- Your bookkeeper left a mess
- A tax notice arrived and your records are a mess
- Payroll records that have gone sideways
- Sales tax records that don't add up
- Get your books ready for a bank or SBA loan
- Books for selling (or buying) a business
- Partners disagree about the numbers
- Switching accounting software without losing your history
- Cash flow crisis? Find out where the money goes
- In-depth bookkeeping for restaurants, contractors and the trades
- Bookkeeping for Jersey Shore seasonal businesses
- Bookkeeping for New Jersey farms and farm stands
- Bookkeeping for medical, dental and therapy practices
- Bookkeeping for landscaping and snow removal companies
- Bookkeeping for trucking and delivery owner-operators
- Bookkeeping for salons, barbershops and booth renters
- Bookkeeping for small nonprofits and community groups
- Bookkeeping for New Jersey consultants with New York clients
- Bookkeeping for freelancers and solo service providers
- Bookkeeping for contractors and trades
- Bookkeeping for restaurants, caterers and food businesses
- Bookkeeping for small law firms
- Bookkeeping for auto repair shops and garages
- Bookkeeping for cleaning companies
- Bookkeeping for food trucks
- Bookkeeping for child care centers
Unsure of a term? Browse the bookkeeping glossary. Not sure where your books stand? Take the free bookkeeping health check. Looking for help with a specific program? See bookkeeping by software. Want a monthly view of your numbers, including 1099 contractors? See bookkeeping dashboards.
Reach small business owners, freelancers and bookkeepers who read this guide: advertise here.
Tallyfinch
Books you keep on your own computer
Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.
See Tallyfinch Download it free Compare the three apps