Blog
Guides for owners who’d rather be working.
Bookkeeping, getting paid, and sales tax, written for people who run a small business and don’t want a second job doing the paperwork.
Hiring a QuickBooks Bookkeeper: What They Do and What It Costs
What a QuickBooks bookkeeper does each month, what freelancers, firms, ProAdvisors and Intuit Experts cost in 2026, and what to ask before you grant access.
Read the guideQuickBooks AI in 2026: What Intuit's AI Agents Do and Don't
QuickBooks AI in 2026, from Intuit's own pages: what Intuit Intelligence and each AI agent does, which plans and countries get them, and what's still on you.
14 min readQuickBooks Cleanup: How to Catch Up When You're Months Behind
A QuickBooks cleanup in the order that works: clear the Pending list, fix Uncategorized and Ask My Accountant, remove duplicates, reconcile, set bank rules.
16 min readCan AI Do Your Bookkeeping? What ChatGPT Can and Can't Do
Can AI do bookkeeping? What ChatGPT, Claude and Gemini can do for your books, what they can't, what their data pages say, and what still needs your accountant.
13 min readHow AI Is Changing Accounting in 2026: What It Means for Owners
How AI is changing the accounting industry in 2026: what it automates, new BLS job projections, whether it will replace accountants, and what it means for you.
12 min readGetting Your Books Ready to Sell Your Business: A 12-Month Plan
How to prepare your financials to sell a business: a 12-month plan for clean books, tax return matching, add-back support, and what SBA lenders now check.
12 min readWhen Do I Need to Start Charging Sales Tax? US and Canada
When a new business has to start charging sales tax: US home-state permits and economic nexus, Canada's $30,000 GST/HST small supplier test, and provincial PST and QST.
8 min readBookkeeping for HVAC Contractors: A Guide for 1 to 20 Techs
Bookkeeping for HVAC contractors who run small shops: a simple chart of accounts, job costing, parts receipts, maintenance agreements, financed installs, and sales tax.
10 min readHow to Follow Up on an Overdue Invoice: Scripts by Day
How to follow up on an overdue invoice without losing the customer: a day-by-day timeline, email templates, a phone script, and when to stop work or escalate.
11 min readWhat to Do After Forming an LLC: Your First 30 Days
What to do after forming an LLC, week by week: EIN, business bank account, books, sales tax, 1099s, and estimated taxes, with 2026 IRS rules and sources.
13 min read