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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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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

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

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

Business Operations·Guide

Vendor Management and the Purchase-to-Pay Process: A Practical Guide

Purchase-to-pay isn’t just a workflow - it’s the backbone of every vendor relationship you have. How to select vendors well, keep the process moving, and pay on time without losing control of spend.

10 min readUpdated Intermediate

Vijay Patel · Head of Product, Accountdesq

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

Invoicing·Article

Invoicing Best Practices: Get Paid 2× Faster

The invoice itself is a collections tool. How the fastest-paid businesses design, time, and follow up on theirs.

8 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

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

Payroll·Guide

Hiring Your First Employee: Payroll Without Panic

Registrations, withholdings, payslips and deadlines - everything that changes the day someone else depends on your payroll.

11 min readUpdated Beginner

Pranjal Hedge · Small Business Finance Writer

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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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