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Small Business

Financial management strategies and tools for small business owners

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Profits Interests, Explained: How LLCs Can Grant Equity Without Triggering a Tax Bill
·mike

Profits Interests, Explained: How LLCs Can Grant Equity Without Triggering a Tax Bill

A profits interest lets an LLC or partnership grant a service provider real equity with no tax at grant or vesting under Rev. Proc. 93-27 and 2001-43 — provided the distribution hurdle equals fair market value at grant, the interest is held two years, and the recipient accepts K-1 partner status. Here is how the safe harbor works, how the hurdle math is set, and the six mistakes that break the tax-free treatment.

equity-instruments
llc
partnerships
QuickBooks Turns Off Intuit Expert Upsells for Accountant-Attached Clients: What Changed on July 29, 2026
·mike

QuickBooks Turns Off Intuit Expert Upsells for Accountant-Attached Clients: What Changed on July 29, 2026

As of July 29, 2026, Intuit disabled Expert services by default and suppressed upsell prompts for every accountant-attached QuickBooks Online file, giving firms role-based controls and read-only Expert Hub visibility. Here is what changed, why accountant backlash forced the reversal, and what business owners should check in their own files.

quickbooks
accounting-software
bookkeeping
Return on Net Assets (RONA): How to Tell If Your Equipment and Inventory Are Earning Their Keep
·mike

Return on Net Assets (RONA): How to Tell If Your Equipment and Inventory Are Earning Their Keep

Return on Net Assets (RONA = Net Income ÷ Fixed Assets + Net Working Capital) measures whether the equipment, vehicles, and inventory a business owns are actually generating profit. Includes a worked example, rough benchmarks (above 5% acceptable, above 20% outstanding), and how RONA differs from ROA and ROE for capital-intensive small businesses.

financial-ratios
financial-analysis
small-business
Your Business Partner Has a Green Card? Your SBA Loan Just Got a Lot Harder to Get
·mike

Your Business Partner Has a Green Card? Your SBA Loan Just Got a Lot Harder to Get

As of March 1, 2026, SBA 7(a), 504, and microloan applicants must be 100% owned by U.S. citizens or nationals — green card holders are excluded from any direct or indirect ownership stake. Existing loans are grandfathered; new applicants with a permanent resident anywhere in the ownership chain must turn to CDFIs, state loan programs, or USDA B&I financing instead.

sba
sba-loans
small-business-loans
The Self-Employed Health Insurance Deduction in 2026: Navigating the Return of the ACA Subsidy Cliff
·mike

The Self-Employed Health Insurance Deduction in 2026: Navigating the Return of the ACA Subsidy Cliff

The enhanced ACA premium tax credits expired January 1, 2026, restoring the 400% FPL subsidy cliff — about $60,240 for a single filer — and roughly doubling net premiums for the average subsidized enrollee. Here's how self-employed workers can use the 100% above-the-line health insurance deduction, Form 7206, HSA contributions ($4,400 individual / $8,750 family), and MAGI timing strategies to soften the hit.

health-insurance
self-employment
tax-deductions
FDIC Coverage for Business Accounts: Lessons from the Small Business Bank Failure in Lenexa, Kansas
·mike

FDIC Coverage for Business Accounts: Lessons from the Small Business Bank Failure in Lenexa, Kansas

On July 18, 2026, regulators closed Small Business Bank of Lenexa, Kansas — the fourth U.S. bank failure of 2026 — with $73M in assets and $69M in deposits assumed by Farmers State Bank of Oakley. Here's how the $250,000-per-depositor, per-ownership-category FDIC limit really applies to business accounts, and how to extend coverage with multiple banks or insured cash sweeps.

banking
small-business
treasury-management
Towing Company Bookkeeping: Tow Truck Depreciation, Impound Lot Revenue, and the Compliance Costs Most Owners Underprice
·mike

Towing Company Bookkeeping: Tow Truck Depreciation, Impound Lot Revenue, and the Compliance Costs Most Owners Underprice

A tow truck over 14,000 lbs GVWR can often be fully expensed under Section 179 the year it's placed in service — but only if the depreciation schedule starts that year. How towing companies should separate tow, impound, and lien-sale revenue, reconcile lot logs monthly, and price compliance costs into every job.

bookkeeping
small-business
depreciation
HMRC's April 2026 Umbrella Company Rules: Agencies and End Clients Now Liable for Unpaid PAYE
·mike

HMRC's April 2026 Umbrella Company Rules: Agencies and End Clients Now Liable for Unpaid PAYE

From April 6, 2026, HMRC can recover a UK umbrella company's unpaid PAYE and NICs directly from the recruitment agency — or the end client if no UK agency exists — with no reasonable-care defense. Here's who is in scope and the due diligence steps to take before the deadline.

tax-compliance
payroll
compliance
Selling Your Business to Your Employees: What the New SBA Worker Cooperative Lending Pilot Means for Retiring Owners
·mike

Selling Your Business to Your Employees: What the New SBA Worker Cooperative Lending Pilot Means for Retiring Owners

Six million U.S. businesses are expected to change hands by 2035, yet over 58% of owners have no succession plan. The National Worker Cooperative Development and Support Act, reintroduced in December 2025, would create an SBA pilot guaranteeing $60 million in loans over ten years for worker cooperative conversions — solving the 20%-owner personal guarantee problem that blocks most co-op financing. Here's how the pilot, Section 1042 capital gains deferral, and clean bookkeeping fit into an employee-ownership exit.

small-business
sba-loans
business-acquisition
AI Shopping Agents Are Buying Things Now: A Small Seller's Guide to UCP, ACP, and the 2026 Protocol Land Grab
·mike

AI Shopping Agents Are Buying Things Now: A Small Seller's Guide to UCP, ACP, and the 2026 Protocol Land Grab

Four competing agentic commerce protocols — Google's UCP, OpenAI's ACP, Alibaba's trust protocol, and Stripe's MPP — launched within months of each other in early 2026. What small online sellers should actually do about machine-readable catalogs, automatic enrollment, and reconciling revenue across four new checkout channels.

ai
e-commerce
payments
Billboard and Outdoor Advertising Bookkeeping: Yield, Volume, and Why Your Ground Lease Is COGS
·mike

Billboard and Outdoor Advertising Bookkeeping: Yield, Volume, and Why Your Ground Lease Is COGS

A bookkeeping guide for small billboard and out-of-home (OOH) operators — why yield and volume must be tracked separately, why ground leases belong in COGS tagged by board, how static and digital faces differ on depreciation and revenue recognition, and the five KPIs worth reviewing, including 85%+ utilization targets and a ~2.5-year payback benchmark on new digital builds.

bookkeeping
small-business
cost-of-goods-sold
Business Meals in 2026: What Is 50% Deductible After the Temporary 100% Expired and How to Document Business Purpose
·mike

Business Meals in 2026: What Is 50% Deductible After the Temporary 100% Expired and How to Document Business Purpose

Restaurant meals are back to 50% after the 2022 100% boost expired — the real test is whether each meal has amount, time, place, purpose, and business relationship plus your presence.

tax-compliance
small-business
finance
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