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LEARNING CENTER

Patrick Accounting Resources

From beginner guides to advanced insights, our resources are designed to help you understand complex financial concepts and apply them to your small business. 

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Accounting for small businesses resources
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How Miscommunication With Your Accountant Costs You Money

Struggling to understand your accountant? This communication gap is costing your business. Learn how to turn confusion into financial clarity.
Articles

Q4 Tax Moves Every Service-Based Business Should Know

Are you waiting to “see how the year ends” before making tax decisions? That’s how small business owners get hit with tax bills they didn’t see...
Podcast

Budgeting with Intention: Your 2026 Business Planning & Forecasting Guide

Learn how to build a smarter business budget, set better goals, and forecast for 2026, with practical steps that help you plan with purpose.
Articles

Do You Need Monthly Accounting? 8 Signs Annual Bookkeeping Isn’t Enough

Wondering if your business needs monthly accounting? Here are 8 signs that annual bookkeeping is holding you back, and how switching can help.
Articles

Your Business Is Successful. So Why Does Paying Yourself Feel So Wrong?

Your business is thriving, yet paying yourself still feels wrong. Learn why success can trigger guilt and how to take money out with confidence.
Articles

What You Need to Know About State Taxes When Hiring Remote Employees

Hiring remote employees in another state? Learn what tax obligations you may trigger and how to stay compliant as a business owner.
Articles

From Crappy Books to Clarity with Monthly Accounting

Are your business books a mess, and you don't even know it? Monthly accounting reveals the problems and gives you financial clarity fast.
Articles

The Real Cost of Splitting Accounting and Payroll

Splitting payroll and accounting creates hidden costs, tax issues, and wasted time. Learn what goes wrong and how to fix it by bundling the two...
Articles

Best Retirement Plans for S-Corp Owners and How to Choose Yours

What’s the best retirement plan for S-Corp owners? We break down your 4 main options and show you how to choose the one that fits your business.
Articles

Is Monthly Accounting Worth the Cost? Here’s How to Calculate the ROI

Wondering if monthly accounting is worth it? Learn how to calculate ROI, avoid costly mistakes, and uncover what it could save your business.
Articles

Why Accounting Prices Vary So Much and How to Compare Quotes

Why does accounting pricing vary so much, and why is it so confusing? Learn how to compare quotes, spot hidden fees, and understand what you’re...
Articles

Year-End Tax Planning for Service Businesses: October-December Guide

Avoid tax season surprises with this October-December planning guide for service-based business owners. Learn what to do now to reduce your tax bill.
Articles
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