When it’s time to file, most people don’t lack software—they lack a plan. Feeling prepared isn’t about having the flashiest tools; it’s about doing the quiet, real-world work that makes filing smooth and low-stress. Here are five human-first tips to help you walk into tax season confident and organized, followed by one tech bonus that actually earns its keep.

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.

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.

Congress signed the “One Big Beautiful Bill Act” into law on July 4, 2025. The law reshapes several business-tax rules that will show up in the 2025 filing season and beyond. Here’s a plain-English walkthrough for common business return types—what changed, why it matters, and what to consider before you file.

What is The Public Policy Doctrine? Why does that matter to my small business?

The United States Treasury has been ordered to cease issuing and accepting paper checks.

Expense reimbursement isn't always as easy as providing a receipt. Know the pitfalls so you don't get taxed!

Learn the basics of how to sort your business expenses like a pro.

The IRS has revised the 2022 standard mileage rates for taxpayers.

Doesn't it feel great to be prepared and check essential things off your company's to-do list? While your organization's year-end date may not be December 31st, the long list of tasks to complete can seem daunting; but it doesn't have to be that way. Here are our five tips on how to prepare for a successful year-end! First Step - Organization As with any task these days, your first step is getting organized. Ensure you have reconciled all of your banking accounts for the year