All Blogs

By Dan Gertrudes April 23, 2026
Cannabis accounting isn’t just clean books. It’s defensible positions: on federal tax, on what goes into inventory and cost of goods sold (COGS), on cash controls, and on whether your financial activity matches your licensed activity.
Using AI in Accounting
By Gonzalo Alvarez de Toledo April 13, 2026
AI is transforming accounting—but it also increases risk. Learn how to use AI responsibly, implement controls, and maintain ownership of your financials.
A person works at a desk with a calculator, with an arrow pointing from the word
By Dan Gertrudes April 1, 2026
Switching from cash to accrual accounting can transform how you measure performance and make decisions—learn when it makes sense and how to do it right.
CAS - Client Advisory Services
By Dan Gertrudes March 9, 2026
AI is automating accounting tasks. The firms that win will turn CAS into a repeatable system for decision-making and client advisory.
the most common year-end HR compliance mistakes
By Abigail Church February 3, 2026
Some of the most common year-end HR mistakes rarely come from December itself. They’re the result of small payroll, benefits, and compliance gaps that compound.
Man analyzes growth chart, red arrow, and gold coins.
By Dan Gertrudes January 27, 2026
Why AI ROI in small businesses is real but rarely immediate—and why most owners measure it wrong. A practical framework for cost, growth, and resilience.
Person with laptop, looking stressed, sitting in a small room with yellow cushions.
By Dan Gertrudes January 21, 2026
The real risk of small business ownership isn’t failure—it’s debt. How leverage affects your decisions, mental health, and long-term strategy.
An Annual Budget
January 2, 2026
If your annual budget feels outdated just a few months into the year, the problem usually isn’t effort or discipline. It’s how the budget was built.
Woman using laptop and smartphone, looking at a stock chart. Indoors, relaxed setting.
By Dan Gertrudes December 29, 2025
Navigating today’s economy requires financial discipline, AI adoption, and strong FP&A. Learn how businesses can plan, forecast, and stay resilient.
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