AUG 12, 2026
Q3 estimated taxes are due September 15 Our take: If your last payment stung, your books are telling you something. A mid-year projection beats an April surprise.
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News that matters to owners, with our honest take on what it means for you.
AUG 5, 2026
IRS raises the standard mileage rate to 76 cents for the second half of 2026 Our take: If you or your crew drive for work, update your tracking app today. This is one of the easiest deductions owners leave on the table.
JUL 28, 2026
1099-K threshold goes back up to $20,000 — but your income is still taxable Our take: Fewer forms does not mean less tax. You only get the form once you cross $20,000 and 200 transactions, but if apps pay you, the income is reportable whether a form shows up or not.
JUN 12, 2026
QuickBooks Online prices increase effective August 1, 2026 Our take: Increases vary depending on service subscription. Before you shop alternatives, make sure the problem is the software and not the setup. It usually is the setup.
Guides from PMB
Deeper answers to the questions owners actually ask us, from the PMB team.
In the works
The first guides are being written now. Check back this fall.
Have a question that can’t wait? Ask us directly and we’ll answer it personally.
Questions owners ask us
Do I really need a bookkeeper if I use QuickBooks?
QuickBooks is a tool, not a bookkeeper. The software records what it is told; a bookkeeper makes sure what it is told is right. Most cleanup work we do is on books that were kept in QuickBooks the whole time.
What does the IRS actually require me to keep?
The IRS requires you to keep records that clearly show your income and expenses, plus the supporting documents behind them, and you must be able to back up what goes on your tax return. Clean books are the foundation every business stands on, not a nice-to-have.
What is a Financial Health Check?
A free, no-pressure look at where your business stands. We review your numbers, tell you what we see in plain language, and if there is a fit we talk about what makes sense. No charge, no pitch.
What is the difference between a bookkeeper and a fractional CFO?
A good bookkeeper records your transactions so your books reflect what actually happened. A fractional CFO uses those records to look forward: cash flow projections, pricing, which parts of the business actually make money, and what to do next.
When is my business big enough for a CFO?
Sooner than most owners think. If you are making real decisions on gut feel because the numbers are stale or confusing, you are ready for CFO-level help, even part-time.
Still have a question?
Start with a free Financial Health Check, or just send us the question.