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From Holiday Hustle to January Calm: A Smarter Way to Manage Cash Flow
The holiday rush can bring plenty of business, but January often tells a different financial story. Learn how a practical 13-week cash forecast can help you plan for inventory, customer payments, payroll, and taxes while keeping your business finances on track through the changing seasons.
Jeremy Springer
Oct 296 min read


When “Required” Business Notices Are Really Sales Pitches
Official-looking notices can make business owners feel pressured to pay for documents or compliance services they may not need. Learn how to slow down, verify the requirement, and avoid paying for something that may be free or already in hand.
Jeremy Springer
Aug 313 min read


Oklahoma Charities: A Registration Requirement That Is Easy to Miss
Oklahoma nonprofits may have a state registration requirement that is easy to overlook. A recent notice from the Oklahoma Attorney General is reminding charitable organizations to review whether they are properly registered before soliciting contributions—and to understand that nonprofit or 501(c)(3) status alone may not be enough.
Jeremy Springer
Aug 124 min read


FinCEN Makes BOI Reporting Relief Permanent for U.S. Small Businesses
FinCEN has finalized its rule ending Beneficial Ownership Information reporting requirements for U.S. companies and U.S. persons. Here’s what the permanent change means for small-business owners—and what happens to BOI information that was already submitted.
Jeremy Springer
Aug 123 min read


When a New EIN Is Required for an Established Business
An EIN is tied to the legal entity behind a business, not just the name on the door. This article explains when an established business truly needs a new EIN, which changes usually do not trigger one, and where owners can get tripped up during restructures, ownership shifts, and payroll changes.
Jeremy Springer
Jul 275 min read


Messy QuickBooks Files Don’t Always Need a Fresh Start
Messy books do not always mean you need to start over in QuickBooks. In many cases, the smarter path is to protect the financial history, clean up the problem areas, and build a monthly process that keeps the same issues from coming back.
Jeremy Springer
Jun 304 min read


Bookkeeping Basics for Brand New Business Owners
Starting a business comes with enough guesswork already. This article breaks down the bookkeeping basics every new business owner should understand, from separating finances to tracking expenses, reconciling accounts, and building better habits from the start.
Jeremy Springer
Jun 296 min read


Starting Strong: How to Get an EIN for Your New Business
Starting a new business? Learn what an EIN is, when you need one, and how to apply without delays. A simple, practical guide to getting it right the first time.
Jeremy Springer
May 113 min read


Small Business Benefit Trends: 2026 Edition
For small employers, you don’t need a Fortune-500 budget to offer Fortune-level value. We've done the research to help you get and retain employees with your benefits program in 2026.
Jeremy Springer
Mar 25 min read


The 50 Accounting & Tax Terms Every Taxpayer Should Know
Whether you file a simple return or run a growing business, a shared vocabulary makes taxes and money decisions faster, clearer, and less stressful. Below is a quick-read glossary—plain English, no fluff—covering both personal and small-business concepts you’ll see on returns, in bookkeeping, and in everyday decisions.
Jeremy Springer
Feb 233 min read


Why Employee Timekeeping Matters (and It’s Not About the Software)
Accurate timekeeping is often treated as a technical chore—another app to roll out or a setting to tweak. But at its core, timekeeping is a people process. It protects workers, keeps paychecks correct, and gives managers a reliable picture of staffing needs.
Jeremy Springer
Feb 164 min read


5 Tips for a Practically Perfect Payroll Process
Getting payroll right isn’t flashy—but it is foundational. Reliable, compliant payroll protects cash flow, keeps employees’ trust, and reduces audit risk. Here are five practical improvements—rooted in current guidance from labor, tax, and payroll authorities—that you can implement with minimal technology and no jargon-required.
Jeremy Springer
Feb 93 min read


IRS Issues Fact Sheet on Electronic Refunds and Payments
The IRS has issued a Fact Sheet that provides answers to frequently asked questions
(FAQs) about the implementation of Executive Order 14247, Modernizing Payments To and From America’s Bank Account.
Jeremy Springer
Feb 711 min read


Top 5 Accounting Tips for Nonprofits
Nonprofits are mission first—but mission needs money to move. Strong accounting gives your board, staff, and donors the confidence that every dollar is used as intended. Below are five field-tested tips to help your organization tighten controls, tell a clearer financial story, and spend more time on impact—not paperwork.
Jeremy Springer
Feb 35 min read


5 Accounting Essentials for Small Municipalities
Small towns (≤5,000 citizens or less) run on trust. With lean staff, tight budgets, and neighbors holding you accountable, the way you handle money is as important as the services you provide. The good news: you don’t need a big-city finance department to get the fundamentals right.
Jeremy Springer
Jan 125 min read


Oklahoma Tax Tune-Up: Winners, Watch-Outs & Next Steps
We've got a quick rundown of Oklahoma income-tax changes that kick in for tax year 2026 (returns filed in 2027). Where it helps, we compare 2025 vs. 2026 so you can spot the difference fast.
Jeremy Springer
Jan 93 min read


5 Tips to Make Your A/P Sparkle
Here’s a pragmatic playbook for tightening your accounts payable (AP) operations—designed for finance leaders who want stronger controls, cleaner processes, and fewer surprises. The emphasis is on proven internal-control mechanics, not flashy tech.
Jeremy Springer
Jan 54 min read


Small Business Trends for 2026
Small businesses are heading into 2026 with a mix of opportunity and pressure: consumers remain value-driven, compliance is shifting at the federal and state levels, and “do-more-with-less” operating models are hardening into the norm. We've got our insights and some helpful info — light on hype, heavy on what to watch, and what to do next.
Jeremy Springer
Dec 30, 20255 min read


Nonprofit Trends for 2026
We are seeing donor trends, management styles, and general opertions shift. Of course, shifts are nothing new in the world of fundraising and telling impactful stories. Taking what we see -- and don't' see -- we've got ten trends we see coming for 2026.
Jeremy Springer
Oct 31, 20254 min read


Wait a (Corporate Meeting) Minute!
You've just started your company or maybe you are twenty years into business. One thing that is often overlooked as part of many business tax needs are corporate meeting minutes. Just like your local municipal government, your business is required by law to keep written records of decisions made during your yearly - yes, yearly - corporate meeting.
Jeremy Springer
Oct 20, 20254 min read
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