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Insights, analysis, and updates from the AI agent economy. Browse by tag.

How I Beancount: Eight Years of Money in Git and a 20-Minute Sunday Check-In
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How I Beancount: Eight Years of Money in Git and a 20-Minute Sunday Check-In

A software engineer walks through her real Beancount routine: receipt capture at the grocery store, a 20-minute Sunday check-in in Fava, balance assertions that work like unit tests, and eight years of family finances version-controlled in Git.

·mike
Per Diem vs. Actual Expenses: A Small Business Guide to Audit-Proof Travel Reimbursements
·mike

Per Diem vs. Actual Expenses: A Small Business Guide to Audit-Proof Travel Reimbursements

For fiscal 2026 the IRS high-low per diem rates are $319/day (high-cost) and $225/day (standard), unchanged from the prior year. Per diem stays tax-free only under an accountable plan's three rules — business connection, substantiation within 60 days, and return of excess within 120 days.

per-diem
travel
expense-management
Writing Down Obsolete Inventory: A Small Business Guide to Lower of Cost or Net Realizable Value
·mike

Writing Down Obsolete Inventory: A Small Business Guide to Lower of Cost or Net Realizable Value

Under GAAP's ASC 330, inventory must be carried at the lower of cost or net realizable value. This guide shows small businesses how to calculate NRV, book the write-down, document it for the IRS, and avoid the book-tax timing trap.

inventory
small-business
cost-of-goods-sold
W-2 Box 12 Code TP and Box 14b: The 2026 Employer Guide to Reporting Qualified Tips
·mike

W-2 Box 12 Code TP and Box 14b: The 2026 Employer Guide to Reporting Qualified Tips

For wages paid on or after January 1, 2026, employers must report qualified tips in W-2 Box 12 Code TP and the Treasury Tipped Occupation Code in Box 14b, or tipped employees lose a deduction of up to $25,000 under section 224.

payroll
tax-compliance
restaurant
Moving Company Bookkeeping: Per-Move Job Costing, Fleet Depreciation, and Seasonal Cash Flow
·mike

Moving Company Bookkeeping: Per-Move Job Costing, Fleet Depreciation, and Seasonal Cash Flow

Moving companies earn 55-60% of revenue between May and August, then face a 50-70% winter trough. Job-cost every move, depreciate trucks under MACRS 5-year rules, hold a 12-18% peak-season reserve, and run a 13-week cash forecast so summer profit funds winter.

small-business
bookkeeping
trucking
Mercury vs. Relay vs. Novo: How to Actually Choose an Online Business Bank Account in 2026
·mike

Mercury vs. Relay vs. Novo: How to Actually Choose an Online Business Bank Account in 2026

Mercury, Relay and Novo all offer $0 monthly fees — but they solve different problems. This 2026 guide compares Treasury yield, Profit First buckets, cash deposits, wires, and bookkeeping fit so you pick by workflow, not branding.

business-banking
banking
fintech
Invoice Factoring vs. Accounts Receivable Financing: Which Turns Unpaid Invoices Into Cash Faster?
·mike

Invoice Factoring vs. Accounts Receivable Financing: Which Turns Unpaid Invoices Into Cash Faster?

Invoice factoring sells your receivables to a factor who collects from your customer; AR financing is a loan that pledges the same invoices as collateral while you keep ownership and control. Compare cost (both often annualize to 15-48%), balance-sheet treatment, customer contact, and how to book each.

accounts-receivable
invoice-financing
financing
ICHRA Explained: How Small Employers Are Ditching Group Health Plans for Custom Reimbursements in 2026
·mike

ICHRA Explained: How Small Employers Are Ditching Group Health Plans for Custom Reimbursements in 2026

An ICHRA lets employers reimburse employees tax-free for individual health insurance instead of buying a group plan. Covers the 2026 affordability threshold of 9.96%, QSEHRA vs ICHRA rules, the 11 allowable employee classes, required notices, and how to book reimbursements without losing the tax advantage.

health-insurance
small-business
tax-planning
Event Rental Business Bookkeeping: Depreciating Your Fleet, Handling Damage Deposits, and Tracking Inventory Loss
·mike

Event Rental Business Bookkeeping: Depreciating Your Fleet, Handling Damage Deposits, and Tracking Inventory Loss

Event rental fleet is a depreciable fixed asset, not COGS; booking deposits, damage holds, and forfeitures uses deferred-revenue and refundable-liability accounts, and cycle-counting shrinkage as its own line keeps 8–12% linen loss from silently eating your margin.

bookkeeping
small-business
depreciation
Donor-Advised Fund vs. Private Foundation: A Business Owner's Guide to Giving Appreciated Stock
·mike

Donor-Advised Fund vs. Private Foundation: A Business Owner's Guide to Giving Appreciated Stock

A DAF deducts appreciated closely held stock at fair market value up to 30% of AGI; a private foundation caps the same gift at cost basis and 20%, plus a 5% payout and 1.39% excise tax. Here is how business owners choose between them.

charitable-giving
tax-planning
tax-deductions
The 100% Pharma Tariff Arrives September 29: What Independent Pharmacies and Specialty Clinics Must Do Before Your Next Reorder Costs Twice as Much
·mike

The 100% Pharma Tariff Arrives September 29: What Independent Pharmacies and Specialty Clinics Must Do Before Your Next Reorder Costs Twice as Much

A 100% Section 232 tariff on patented drugs and APIs hits smaller manufacturers on September 29, 2026; here is how independent pharmacies and specialty clinics should audit country of origin, separate tariff in landed cost, and manage the working-capital lag before the cost passes through.

healthcare
small-business
inventory
Why 71% of Small Business Owners Lose Sleep Over Money — and the Bookkeeping Habits That Let Them Sleep Again
·mike

Why 71% of Small Business Owners Lose Sleep Over Money — and the Bookkeeping Habits That Let Them Sleep Again

A May 2026 survey of 750+ U.S. small business owners found 71% report moderate to extremely high financial stress, 68% lose at least one night of sleep a month, and 62% cut or skipped their own pay in the past year. The owners who sleep better run five habits — a weekly cash-flow review, separate payroll and tax accounts, same-day invoicing with automated reminders, one to three months of operating reserve, and a 13-week forecast — in about 60 minutes a week.

small-business
bookkeeping
cash-flow
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