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The Social Blog
All you need to know in Social media, Marketing and Digital trends
Scaling a Health Tech Startup? Here's What Your Financial Foundation Should Look Like
Health tech is one of the fastest-growing sectors in the economy, but it also sits at a uniquely complex intersection of healthcare regulation, technology development, and startup economics. Whether you're building a telehealth platform, a clinical decision support tool, or a healthcare data analytics company, your financial operations need to be as thoughtful as your product development. HIPAA Compliance Extends to Your Financial Systems When your product handles protected h
Jillian Plank, CPA
Mar 162 min read
Trust Accounting, Partner Draws, and Beyond: A Financial Guide for Growing Law Firms
Law firms operate under financial rules that most accountants never encounter. Between IOLTA trust accounts, complex partner compensation structures, and the ethical obligations that come with handling client funds, legal accounting is its own discipline. If your current bookkeeper treats your trust account like any other bank account, that's a problem waiting to happen. Trust Accounting: Where Mistakes Become Bar Complaints Every state bar has strict rules about how client f
Jillian Plank, CPA
Mar 162 min read
The Startup CFO Gap: Why Growing Software Companies Need More Than a Bookkeeper
You've built the product, landed your first customers, and maybe even raised a round. But somewhere between tracking MRR in a spreadsheet and wondering if you can actually afford that next hire, a familiar feeling creeps in: your finances have outgrown your current setup. This is what we call the startup CFO gap — and it hits most software companies somewhere between $500K and $5M in annual revenue. SaaS Revenue Recognition Isn't Simple If you're selling annual subscriptions,
Jillian Plank, CPA
Mar 162 min read
5 Financial Challenges Every Senior Living Facility Faces (And How to Solve Them)
Running a senior living facility means juggling resident care, staffing, regulatory compliance, and complex finances — often all at once. Whether you operate an assisted living community, a memory care facility, or a continuing care retirement community (CCRC), the financial side of your business has unique challenges that a general accountant might not fully understand. 1. Medicaid and Medicare Reimbursement Tracking Government reimbursement programs are the financial backbo
Jillian Plank, CPA
Mar 162 min read


How to Save For & Pay Estimated Taxes for Your Creative Business - Free Worksheet
As creators, we're often so busy building our offerings and our team that we end up overlooking some key financial areas of our...
Jillian Plank, CPA
Jul 20, 20233 min read


5 Tips to Stress-Free Business Finances: A Guide for the Savvy, Successful Entrepreneur
You know what they say: money doesn't define success. But let's be honest, having a healthy bank account while making waves in your...
Jillian Plank, CPA
May 1, 20232 min read


Quick Ways to Improve Your Business's Financial Performance
If you want to improve the financial aspect of your business, start with smart changes that will bring you big results. Even when a...
Jillian Plank, CPA
May 3, 20212 min read


How To Know If It's Time To Increase Your Prices
Selling your product on the cheap could be a significant detriment to your business. On the other hand, realistic pricing is a sure way...
Jillian Plank, CPA
Apr 7, 20213 min read


How to Quickly Pay Off a Business Loan
Now more than ever, businesses have been forced to take on loans to survive. Here are some simple methods to get a clean slate so you can...
Jillian Plank, CPA
Apr 5, 20213 min read


How To Make Sure Your Client Projects Are Making You Enough Money
From the outside looking in, a small agency bringing in over $1.5M each year with 80% growth should be killing it. But often owners of...
Jillian Plank, CPA
Mar 26, 20213 min read
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