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Learn the money side of running a business

Insights, guides and practical resources on accounting, tax, cash flow and automation - written for operators, not accountants.

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Tax & Compliance·Guide

Year-End Accounting Checklist for Small Business

Reconcile, review receivables and payables, gather documentation, talk to your accountant before December ends, not after. The full year-end checklist.

14 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

Financial Reporting·Guide

How to Read a Balance Sheet: A Beginner’s Guide

A balance sheet isn’t as intimidating as it looks. Once you know what the three sections mean and why they always balance, you can read any company’s financial position.

11 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

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Master the Sales Workflow

From setting up a customer to reconciling the cash - exactly what each stage of a sale does in AccountDesq, and every exception along the way.

  1. 1The Complete Sales Workflow in AccountDesq: From Customer to Cash
  2. 2Invoicing Best Practices: Get Paid 2× Faster
  3. 3Recurring Billing and Subscription Invoicing: A Complete Guide
  4. 4Customer Credit, Refunds and Reversals: Which One, When
  5. 5Invoice Still Shows Unpaid After You Recorded the Payment
  6. 6Bank Reconciliation Doesn't Balance? Here's How to Find the Difference

6 steps · ~63 min total

Configure & Administer AccountDesq

Approval limits, the audit trail, journal entries, and every Settings screen - how the controls that keep your books honest actually work.

  1. 1Settings, Approvals & Admin in AccountDesq

1 steps · ~12 min total

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