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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

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

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

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·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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