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Insights, Updates, and Advice to Power Your Business Forward

Explore key announcements, financial best practices, and strategic guidance from our experts.

Cash Flow Forecast Template: Free 12-Month Excel, Direct Method
Free 12-month cash flow forecast template in Excel, built on the direct method. Plus the five rows where DIY forecasts go wrong and when to hand it off.
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Job Costing: How to Build a Rate You Can Quote From
A job quoted at 35 percent margin comes in at 12, and nothing went wrong on the job. The labor rate was the wage. Here is the fully burdened rate built in five layers, and why you should not job cost everything.
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HVAC Bookkeeping: Install, Service, and Agreements
An HVAC company is two businesses sharing a bank account, and most books treat them as one. Split install, service and maintenance agreements into three margins, book plan money as deferred revenue, and treat truck parts as inventory.
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Accounting for Trucking Companies: Get Cost Per Mile Right
A fleet average cost per mile cannot tell you which truck is losing money. Here is how to build books that produce cost per mile per unit, how owner-operator settlements should be handled, and the two trucking tax items carriers routinely leave on the table.
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Medical Practice Accounting: Net Revenue and Payer AR
Your practice management system and your general ledger will never agree, and trying to force them to is the wrong goal. Here is the three-way monthly reconciliation that explains the gap, and why booking gross charges as revenue breaks every ratio on your P&L.
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Dental Practice Accounting: Overhead, Owner Pay, Value
Two questions decide a dental practice owner's financial life: what is my overhead really, and what would somebody pay me for this. Most dental P&Ls answer neither. Here is the four-line restructure that fixes both.
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Nonprofit Accounting Services: What to Buy and When
The board, the Form 990 and your funders each want a different view of the same money. Most nonprofit books are built for one of the three and the other two get rebuilt in a spreadsheet every year. Here is the coding structure that serves all three.
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Construction Bookkeeping: Job Costing, WIP, and Bonding
A contractor can run profitable jobs and still be told the bonding line is staying where it is. Construction bookkeeping has one real output: a WIP schedule a surety will accept. Here are the five inputs it needs.
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Exact Partners Ranks No. 152 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

This marks Exact Partners’ second consecutive year on the Inc. 5000. BUFFALO, NEW YORK, August 11, 2026: Exact Partners today announced it has been ranked No. 152 on the 2026 Inc. 5000 list, the annual ranking of the fastest-growing private companies in America. The list is the most prestigious ranking

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