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Insights

Notes on running the numbers

Plain-language writing on bookkeeping, business strategy and tax planning — for owners who want to understand what their numbers mean.

Business owner reviewing financial paperwork at her desk
Bookkeeping

What your profit and loss statement is actually telling you

The bottom line is the least interesting number on the page. What to read first — and the one thing a P&L will never tell you.

Colleagues discussing and reviewing a financial report together
Business Strategy

Four numbers to check before you hire your first employee

The first hire is where guessing gets expensive. Four numbers worth knowing before you write the job description.

Tax forms and financial paperwork on a desk
Tax

Why quarterly tax planning beats a March scramble

Filing looks backward. Planning looks forward. The difference is which decisions are still yours to make.

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