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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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Product Walkthroughs·Guide

The Expense Workflow in AccountDesq: From Receipt to Reimbursement and Rebilling

Every step of an employee expense in AccountDesq - capturing receipts, expense reports and approval, what posts to the General Ledger, paying people back (including advances), recharging costs to customers, recurring bills, and the reports that tie it together.

14 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Product Walkthroughs·Guide

Receivables and Collections in AccountDesq: Aging, Settlements, and Promises-to-Pay

A walkthrough of AccountDesq’s receivables: live AR aging, the Settlement Engine for advances and credit balances, promises-to-pay as a real record, disputes as their own workflow, and the collections center that tells you who to follow up with next.

13 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Product Walkthroughs·Guide

Point of Sale in AccountDesq: Registers, Restaurant Mode, Gift Cards and Loyalty

A walkthrough of AccountDesq’s point-of-sale: register sessions, restaurant mode’s tables and kitchen display, and how gift cards, loyalty, and coupons each work end to end - plus the honest limits (no live camera barcode scanning, no native bank-feed for the register’s card payments).

12 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Invoicing·Guide

How to Write a Quote That Wins the Job

The quotes that get approved fast share a few traits that have less to do with price than you would think - here is how to write one that wins.

11 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

Business Operations·Guide

Petty Cash Management: Controls That Actually Prevent Shrinkage

Petty cash is small enough to feel low-risk and just informal enough to quietly go wrong. The fund structure, logging habit, and audit rhythm that keeps it under real control.

8 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

Invoicing·Guide

Recurring Billing and Subscription Invoicing: A Complete Guide

Recurring billing isn’t just for software companies - retainers, memberships, and service contracts all need the same discipline. Here is how to set it up right.

12 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

Business Operations·Guide

Accounting for Multi-Location Businesses: What Changes When You Grow

A second location doesn’t just double your bookkeeping - it changes how you track expenses, close the books, and see the real picture. Here is what changes and how to handle it.

12 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

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

Small Business Finance·Guide

Financial Metrics Every Small Business Owner Should Track

Revenue and profit lag. Cash runway, DSO, and gross margin lead - the financial metrics every small business owner should track weekly, not just at year-end.

14 min readUpdated Intermediate

Pranjal Hedge · Small Business Finance Writer

SaaS Finance Workflows·Guide

Finance Operations for SaaS and Subscription Businesses

Subscription revenue breaks a lot of default accounting assumptions. Here is how MRR, churn, dunning, and revenue recognition fit together for a SaaS finance function.

15 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

Product Walkthroughs·Guide

The Complete Sales Workflow in AccountDesq: From Customer to Cash

Every stage of a sale in AccountDesq, in order - what each status means, exactly what hits your General Ledger and when, and the honest gaps (some things you might expect to be automatic, aren’t).

19 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Bookkeeping·Guide

The Complete Accounting Guide for Small Businesses

From your first invoice to your first audit - the plain-English playbook for running clean books without an accounting degree.

20 min readUpdated Beginner

Sweta Oswal · Chartered Accountant

Tax & Compliance·News

E-Invoicing Mandates Are Spreading: What Changed in 2026

The 2026 wave of mandatory B2B e-invoicing: which jurisdictions, what formats count, and the phase-in dates worth calendaring.

5 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

Cash Flow·Article

Cash Flow Forecasting for Founders Who Hate Spreadsheets

Profit is an opinion; cash is a fact. Build a 13-week rolling forecast in 15 minutes a week - no spreadsheet heroics required.

10 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

Tax & Compliance·Guide

GST, VAT and Sales Tax, Explained Once and For All

Three names, one idea. How GST, VAT and Sales Tax actually work - registration, input credits, filing, and the mistakes that cost real money.

14 min readUpdated Intermediate

Sweta Oswal · Chartered Accountant

Bookkeeping·Template

The Monthly Close: A 90-Minute Checklist

Businesses that close monthly decide better weekly. The whole ritual - reconcile, review, lock - in one timed 90-minute checklist.

6 min readUpdated Beginner

Sweta Oswal · Chartered Accountant

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Curated sequences - read in order, finish with a working skill.

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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