Practical articles on bookkeeping, tax deadlines, business structure and paying yourself, from the CPA-led team at Catching Numbers.
Bookkeeping & Cloud Accounting
Shopify and Amazon pay you net, so holiday deposits never match your sales. Here is how to record payouts gross, handle refunds and chargebacks, and close November and December cleanly.
Fintech & Business Banking
Ramp and Brex both offer free plans, but they differ on accounting integrations, eligibility and where your cash sits. Here is how they compare for your books and month-end close now that Capital One owns Brex.
Bookkeeping & Cloud Accounting
A fractional controller gives you controller-level oversight of the close and your financial statements part-time, for a fixed monthly fee. Here is what they do, what it costs and the signs you need one.
News & Analysis
Valley National Bancorp agreed on September 28, 2026 to buy Bluevine, with closing expected in early 2027. Here is what changes for Bluevine business customers, how FDIC coverage works today, and seven steps to protect your books and cash before the switchover.
Bookkeeping & Cloud Accounting
The year-end close steps we finish before a client's tax CPA starts: reconciliations, accruals, payroll and 1099s, inventory, fixed assets, and the 2027 deadlines that set the timeline.
Tax Planning & Deadlines
For payments made in 2026, the 1099-NEC and most 1099-MISC thresholds rise to $2,000, and forms are due February 1, 2027. Here is how to collect W-9s, clean up vendors and get set up on IRIS before January.
News & Analysis
Apollo’s chief economist warns AI agents could drain banks’ cheap deposits by chasing yield automatically. Here is what the data shows, how real the risk is, and six steps to take with your business cash now.
Business Structure & Owner Pay
Is an owner’s draw an expense? How draws, salary and distributions work and are taxed in LLCs, partnerships, S corps and C corps.
Tax Planning & Deadlines
Form 4868 gives an automatic six-month extension: April 15 and October 15, 2027 deadlines for 2026 returns, why tax is still due in April, and rules abroad.