Learning Center
Knowledge should be shared. Our blog is a place where we pass along the insights, strategies, and lessons we've gained from years of experience in accounting and people operations. From practical guides for small business owners to industry-specific tips and strategic HR advice, our goal is to empower you with the information you need to make confident, informed decisions for your small business.

Cash Flow Management Tips for Small and Mid-Sized Businesses
Learn practical cash flow management strategies to help small and mid-sized businesses improve financial health, boost stability, and plan for sustainable growth.

Bookkeeping Systems Every Remote Business Should Have in Place
Discover the essential bookkeeping systems remote businesses need to stay organized, compliant, and ready for growth. Ideal for startups, ecommerce, agencies, and more.

How to Build an Effective Employee Onboarding Process That Drives Retention and Engagement
Learn how to create a structured onboarding process that improves employee experience, reduces turnover, and supports long-term success.

How to Structure an Annual Performance Review Process
Learn how to design an annual and 360 performance review process that supports employee growth, business goals, and organizational development.

The Difference Between Bookkeeping and Accounting
Understand how bookkeeping differs from accounting, what services fall under each, and how a Fractional CFO builds on strong books to guide your business strategy.

Bookkeeping Catch-Up vs. Clean-Up: What’s the Difference?
Learn the difference between bookkeeping catch-up and clean-up, and find out which service is right for your small business.