Why Your QuickBooks Reports Look Fine — Until Your CPA Asks Questions

QuickBooks • Tax Season Why Your QuickBooks Reports Look Fine — Until Your CPA Asks Questions This is one of the most common things we hear during tax season: “Everything looked fine… until our CPA started asking questions.” Quick answer QuickBooks can be accurate and still not ready. Tax season doesn’t usually create problems — […]

Why Bookkeeping Usually Falls Behind (And What Actually Fixes It)

Bookkeeping Why Bookkeeping Usually Falls Behind (And What Actually Fixes It) Most bookkeeping doesn’t fall apart because business owners don’t care. It falls behind quietly. A few receipts don’t get uploaded. A question sits unanswered. A report shows up, but no one really looks at it — or knows how to interpret it. Nothing feels […]

How to Calculate Cash Runway (Months) for a Small Business

How to Calculate Cash Runway (Months) for a Small Business Know your months of runway and your next step—without more dashboards. How to Calculate Cash Runway (Months) for a Small Business What is cash runway? Runway formula Instant check Interpret results QuickBooks sanity check Weekly 30-minute routine Fast fixes Owner-ready templates Where FinalyzeIQ helps Free […]

QuickBooks Business Network: Connect Once, Automate AP/AR

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QuickBooks Business Network: Should Your Business Connect with Bookkeeping Express? What is QBN? Why it matters Who benefits How it works What BKE handles Proof Pricing Get started Answer Box: Connecting with BKE in the QuickBooks Business Network lets invoices and bills post directly in QuickBooks, reducing manual entry by ~30–50% in early pilots and […]

From Reports to Real Insight: Why SMBs Don’t Need Another Dashboard

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From Reports to Real Insight: Why SMBs Don’t Need Another Dashboard Small business owners are drowning in data. Every accounting system, point-of-sale tool, or banking app promises “real-time dashboards” and “better reporting.” And yet — most SMB owners admit they don’t open them, or if they do, they walk away more confused than before. The […]

Why Did Bench Accounting Shut Down and What Should You Do Now?

In a shocking turn of events, Bench Accounting, once a prominent player in the bookkeeping space, has ceased operations, leaving many small business clients scrambling to figure out what to do next. While the exact reasons for Bench’s closure are still unfolding, early indicators suggest financial instability may have played a significant role. For thousands […]

Interview with AI: How useful is it

As Artificial Intelligence (AI) moves to the top of the buzzwords in today’s business world, we decided it was time to take it out for a spin and test its insights. We asked ChatGPT, Google’s free AI engine, some of the more pertinent questions for business owners. See some of those questions and answers below, […]

The Importance of Accounts Receivable Analysis

Accounts receivable and cash flow are intimately intertwined. For many businesses, accounts receivable are the primary source of cash flow, so it is critically important that they are managed rigorously and proactively.

Fixed, Variable and Semi-Variable Costs Explained

Cost accounting or “costing” is a key tool to achieve those goals and many more. Detailed, accurate costing can provide valuable insights, but many business owners struggle to account for their costs or don’t fully understand the numbers their accountants or bookkeepers present to them in costing reports.

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