Insights
Notes from the practice
Short, practical articles about bookkeeping, payroll and Indiana tax compliance. Written by the people who do the work, published when a question comes up often enough to be worth answering properly.
A month-end close checklist that actually gets used
June 18, 2026 · by David Jones
Most small businesses do not have a closing process — they have a habit. Here is the checklist we run for every client, in order, and why each s…
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1099 contractor or W-2 employee? The Indiana view
May 6, 2026 · by David Jones
Classifying a worker wrongly is one of the few bookkeeping mistakes that can cost more than the wages themselves. Here is how the question is actually…
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Indiana sales tax basics for small retailers
March 24, 2026 · by David Jones
Indiana keeps sales tax simpler than most states — one statewide rate, no local add-ons. That simplicity is exactly why owners get complacent ab…
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Month-end close and reconciliation · payroll and worker classification · Indiana sales tax · job costing for the trades · cash flow forecasting · choosing accounting software.
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