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7 tagged with "Adjusting Entries"

Create adjusting entries for accurate period-end reporting

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Prepaid Expenses Explained: Stop Letting Annual Insurance, Rent, and Software Bills Distort Your Monthly Profit
·mike

Prepaid Expenses Explained: Stop Letting Annual Insurance, Rent, and Software Bills Distort Your Monthly Profit

How small businesses should book prepaid insurance, rent, software, and retainers — the initial entry, monthly amortization schedule, IRS 12-month rule, and a written de minimis policy that keeps monthly profit comparable and unlocks year-end tax deductions.

accrual-accounting
adjusting-entries
journal-entries
small-business
+4
Accrued Payroll: The Month-End Journal Entry for Wages Earned but Not Yet Paid
·mike

Accrued Payroll: The Month-End Journal Entry for Wages Earned but Not Yet Paid

Accrued payroll records wages, taxes, and PTO employees earned before period-end but are paid after it. Learn how to calculate the accrual, post the month-end journal entry, and reverse it next month to avoid double-counting.

payroll
accrual-accounting
journal-entries
adjusting-entries
+3
Allowance for Doubtful Accounts: Keep Accounts Receivable Honest
·mike

Allowance for Doubtful Accounts: Keep Accounts Receivable Honest

The allowance for doubtful accounts estimates how much of your receivables won't be collected. This guide covers the percentage-of-sales and aging methods, the three journal entries, and the mistakes that distort financial statements.

accounts-receivable
bad-debt
accounting-basics
small-business
+4
From Three Weeks to Five Days: A Faster Month-End Close With Cut-Off Discipline and Smarter Reconciliations
·mike

From Three Weeks to Five Days: A Faster Month-End Close With Cut-Off Discipline and Smarter Reconciliations

A day-by-day close calendar that compresses a typical three-week month-end into five business days. Pre-stage recurring entries, reconcile cash on day one, tie sub-ledgers on day two, post accruals and prepaids on day three, run flux analysis on day four, and lock the period on day five.

month-end-close
reconciliation
bookkeeping
small-business
+4
How to Close the Books in Five Days: Checklists, Cut-Off Discipline, and Reconciliation Order
·mike

How to Close the Books in Five Days: Checklists, Cut-Off Discipline, and Reconciliation Order

A three-week close compresses into five business days through three habits—a written close checklist sequenced by dependency, firm cut-off procedures with accruals for late items, and reconciliation done high-risk-first in a consistent order.

month-end-close
checklist
reconciliation
accrual-accounting
+4
The Tax Professional's FAQ: Working with Bookkeepers Without the Friction
·mike

The Tax Professional's FAQ: Working with Bookkeepers Without the Friction

A practical FAQ for CPAs and tax preparers who inherit a client's books from a third-party bookkeeper—covering opening balance verification, year-end document checklists, 1099 ownership, cash-to-accrual conversions, and the handoff habits that prevent March surprises.

tax-preparation
bookkeeping
cpa
reconciliation
+4
Adjusting Entries in Beancount: Your Month-End Tune-Up
·mike

Adjusting Entries in Beancount: Your Month-End Tune-Up

Learn how to perform essential adjusting entries in Beancount for accurate financial reporting and a clearer view of your business's health at month-end.

accounting
beancount
adjusting-entries
financial-health
+1