Insights

Speaking Money: How to Read a P&L, Balance Sheet, and Cash Flow Statement

Ever opened a P&L and closed it right back up? Here’s how to read the three main reports, what each one tells you, and why profit isn’t cash.

Liz Ripoli

9 min read

The Miles Add Up: What Counts, What to Track, and How to Deduct It

Driving for your business? Those miles can lower your taxes. Here’s which trips count, what to write down, and how the mileage deduction works.

Liz Ripoli

7 min read

The Contractor Paperwork: W-9s, 1099s, and What to Do With Them

A client just asked you for a W-9? Here’s how to fill it out, send it safely, and what to do when a 1099 shows up.

Liz Ripoli

8 min read

The January Scramble: W-9s, 1099s, and Who Actually Needs One

1099s are due and you’re chasing W-9s? Here’s a plain-language guide to who needs a 1099, when to get a W-9, and how to skip the January scramble next year.

Liz Ripoli

8 min read

Don’t Cry Over Your Tax Return: Why Surprise Tax Bills Happen

Did a tax bill knock the wind out of you? Here’s why surprise tax bills happen, and how to see the next one coming instead of getting gut-punched.

Liz Ripoli

4 min read

Leveling Up Your DIY Bookkeeping: Red Flags to Watch For

Swiped the wrong card again? Here are five DIY bookkeeping red flags that quietly cost you money, and how to fix each one.

Liz Ripoli

3 min read