Practical articles on bookkeeping, tax deadlines, business structure and paying yourself, from the CPA-led team at Catching Numbers.
Fintech & Business Banking
Moving from Brex to Ramp is mostly a bookkeeping project. Here is the order to do it in, from coding rules and recurring charges to Brex points, the final reconciliation and 1099s in the year you switch.
Fintech & Business Banking
Spark Cash Plus pays a flat 2% for a $150 fee; Ramp is a free card with spend software and a direct QuickBooks and Xero sync. Here is how they compare for your books, and what Capital One owning Brex changes.
Bookkeeping & Cloud Accounting
Monthly bookkeeping cost depends on accounts, transaction volume, payroll, processors, entities and cash vs accrual books. Here is how we price it, from $199 a month, with a worked example.
Bookkeeping & Cloud Accounting
Months or years behind on your books? Here is the step-by-step catch-up process we use: pick a start date, gather statements, categorize, reconcile every account and lock each period before your tax CPA starts.
Fintech & Business Banking
Buildium vs AppFolio compared by a CPA firm: published pricing and minimums, payment fees, trust accounting, owner statements and what each means for your month-end close.
Bookkeeping & Cloud Accounting
How gyms, fitness studios and personal trainers should keep their books: membership and class-pack revenue, payout reconciliation, trainer pay, sales tax on dues and the numbers to review every month.
Fintech & Business Banking
A CPA firm’s comparison of Rillet and QuickBooks Online for SaaS companies: what each does well, revenue recognition, multi-entity, pricing, migration time and the signs it’s time to switch.
Business Structure & Owner Pay
How an LLC becomes an S corp, how much payroll tax it can save in 2026 and 2027, when the election makes sense and when it doesn't, and the compliance steps that come with it.
Fintech & Business Banking
A CPA firm's guide to the best accounting software for small businesses in 2027, comparing QuickBooks Online, Xero, Digits, NetSuite, Sage Intacct and Rillet by company stage, price and what changes at month-end close.