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Notes for people who run the numbers
Cash flow, invoicing, month-end, and how to actually read your reports. Plain English, real numbers, no jargon.
The bank reconciliation that takes 12 minutes
Reconciliation is one comparison, not a ritual. A real-shaped walkthrough — books and bank off by $235.43 — traced to the two culprits and tied out in twelve minutes.
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Short reads, long shelf life
Sales tax without the shoebox
Sales tax isn’t your money — it’s the state’s, passing through. How a small US business collects the right amount, tracks it as a liability, and remits it without the year-end panic.
Inventory margins: know what you make on every product
Your blended margin hides which products carry the business. COGS explained through a coffee roaster — from $4.20 green beans to the true cost of a $16 bag, and what to do with the answer.
Profitable on paper, out of cash at the bank
Your P&L says you made money. Your bank account disagrees. Here’s where the cash actually goes — and a ten-minute weekly check that catches trouble a month early.
The 15-minute month-end routine
Closing the month doesn’t need a lost Saturday. A minute-by-minute checklist — clear the feed, reconcile, chase what’s open, read three numbers — that gets it done in fifteen.
How to read your P&L without an accounting degree
Five lines, three questions, one monthly habit. Everything you need to read a profit and loss statement with confidence — no accounting degree required.
Invoice habits that get you paid faster
Late payment is friction, not malice. Five habits — from same-day invoicing to reminders that run themselves — that move money in one to three weeks sooner.
Ready to know your money?
We’re ready when you are. Free to start, up and running in minutes.