The two‑week diagnostic
Three years of returns and a current trial balance, read properly. Fixed fee, written findings, yours either way.
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Law firms, architects, engineering practices and agencies: partner compensation, unbilled work in progress, and revenue that lands long after the effort.
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What changed, what it means for a private company, and what to do before the quarter closes. Nothing else, ever.
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Short notes on the rules that actually move money inside a private company. Published when something changes, rather than to satisfy a content calendar.
Twenty-two items to work through between October and December, ordered by how much they typically move the number: compensation, distributions, fixed asset elections, state registrations, retirement plan funding and the conversations that need to happen before 31 December.
14 min read · Updated annually
Roughly one a month. If a topic here is live for you right now, call rather than wait for the next one.
Capitalization of research expenditure catches far more businesses than the name suggests. A short test for whether yours is one of them, and what it does to your cash tax.
One salesperson in a new state can trigger registration, payroll and income tax filings. Voluntary disclosure almost always beats waiting to be found.
The five adjustments that surface in nearly every lower-middle-market deal, and how to settle them before diligence rather than during it.
Most companies closing in week six are not short of effort. They are short of a checklist, a cut-off discipline and someone who owns the date.
S corporation owner salary is one of the most commonly examined positions in a private company return, and one of the least frequently revisited.
Any provider willing to quote a credit before looking at your projects is selling risk. Here is the qualification conversation as we actually run it.
The most common structural finding in a private company, why it matters at exit, and the routes out that do not trigger a tax bill on the way.
State PTE elections are genuinely valuable and occasionally counterproductive. Modeling them annually is the only way to know which year you are in.
Covenant tests, borrowing base calculations and the three ratios that decide whether the next conversation with your bank is comfortable.
Federal deadlines for calendar-year filers. State dates vary, and clients receive a personalized calendar covering every jurisdiction they file in.
What changed, what it means for a private company, and what to do about it before the quarter closes.
