Generated by All in One SEO v4.9.3, this is an llms.txt file, used by LLMs to index the site. # Ceterus The Leader in Franchise Bookkeeping ## Sitemaps - [XML Sitemap](https://ceterus.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Blog](https://ceterus.com/blog/) - From the starting line to finish line: Our blogs train you for financial success Managing a small business or franchise is like running a marathon. It requires careful planning, strategic thinking, and the ability to adapt to changing conditions. Our blog page is your personal trainer, providing you with the latest insights and advice for - [Net Income Mistakes Small Business Owners Must Avoid](https://ceterus.com/net-income-mistakes-small-business-owners-must-avoid/) - Struggling with business finances? Learn how to avoid common net income calculation mistakes and protect your business's health with tips from Ceterus. - [Seasonal Cash Flow Tips for Small Business Owners](https://ceterus.com/seasonal-cash-flow-tips-for-small-business-owners/) - Manage seasonal cash flow changes with practical tips and keep your business finances stable. Ceterus is here to support your bookkeeping needs. - [Your Guide to Tax Deductions & Business Travel Expenses](https://ceterus.com/your-guide-to-tax-deductions-business-travel-expenses/) - Maximize tax deductions by keeping personal and business expenses separate. Learn how to make business travel tax-deductible even with personal time. - [How Pro Bookkeeping Services Drive Small Business Success](https://ceterus.com/how-pro-bookkeeping-services-drive-small-business-success/) - Discover how Pro Bookkeeping Services by Ceterus drive small business success, with 70% of small businesses lacking an accountant. Get expert help today! - [Credit Card Refund Tips Every Small Business Owner Needs](https://ceterus.com/credit-card-refund-tips-every-small-business-owner-needs/) - Accurate bookkeeping is crucial for managing transactions. Mismanagement leads to discrepancies, affecting your business's financial health. - [Mid-Year Financial Review: A Guide for Small Business Owners](https://ceterus.com/mid-year-financial-review-a-guide-for-small-business-owners/) - Mid-year is the perfect time to review your financials, make adjustments, uncover hidden tax deductions, and ensure a stellar year-end finish. - [Financial Forecasting for Small Business Owners' Success](https://ceterus.com/financial-forecasting-for-small-business-owners-success/) - Financial forecasting is essential for small businesses. It gives them the insight needed to direct their operations toward growth and profit. - [Managing Cash Flow: The Importance of Knowing Your Gross and Net Income](https://ceterus.com/managing-cash-flow-the-importance-of-knowing-your-gross-and-net-income/) - We'll explore how both types of income affect cash flow management and why accurate calculations are essential for sustaining your business’s health. - [Cash vs. Accrual Accounting: A Guide for Small Business Owners](https://ceterus.com/cash-vs-accrual-accounting-a-guide-for-small-business-owners/) - As a franchise or small business owner, you’re in charge of making countless decisions, and how you handle your accounting is one of the most fundamental. - [How Business Credit Impacts Small Business Owners](https://ceterus.com/how-business-credit-impacts-small-business-owners/) - Getting a hold of your business finances is key to growing and there's one thing that it's crucial for your future: your business credit score. - [Small Business Owner Guide: Maintaining A Checking Account](https://ceterus.com/small-business-owner-guide-maintaining-a-checking-account/) - Managing finances in franchise or small businesses is a necessity. With this guide, you'll gain practical tips for managing your business finances effectively. - [Tax Preparation 101: Breaking Down Small Business Taxes](https://ceterus.com/tax-preparation-101-breaking-down-small-business-taxes/) - As a small business owner, understanding taxes can feel dreadful. But it doesn't have to be this way. Here's a guide to help you tackle your tax obligations. - [Debits and Credits Explained for Small Business Owners](https://ceterus.com/debits-and-credits-explained-for-small-business-owners/) - Understanding the fundamentals of accounting is no small feat, especially for small business owners and franchisees who wear many hats each day. However, learning the basics is essential for keeping your business's financial records straight and making informed business decisions. Central to these basic accounting principles are two elements: debits and credits. What Are Debits - [Navigating Missed Tax Deadlines for Small Business Owners](https://ceterus.com/navigating-missed-tax-deadlines-for-small-business-owners/) - Tax deadlines can be a major source of stress for many small business owners. The complexity of the tax code, coupled with the everyday duties of running a business, can make it challenging to file on time. However, missing the deadline can lead to serious consequences, including penalties and interest charges. Learn what to do - [Small Business Finances: Understanding Your Profit & Loss Statement](https://ceterus.com/small-business-finances-understanding-your-profit-loss-statement/) - Running a small business means wearing many hats, including understanding your company's financial health, which is crucial. A Profit & Loss (P&L) statement, also known as an income statement, is a vital tool in this process. About The Profit & Loss Statement This financial document captures your company's revenues, expenses, gains, and losses over - [Ceterus: Your Trusted Partner for Small Business Tax Preparation](https://ceterus.com/ceterus-your-trusted-partner-for-small-business-tax-preparation/) - Do you belong to the 80% of small business owners who experience stress during tax season? - [Understanding 1099s & New Tax Rules For Payment Apps](https://ceterus.com/understanding-1099s-new-tax-rules-for-payment-apps/) - As a small business owner, the intensity of 1099 season is not lost on you. With the January 31st deadline approaching fast, you may be frantically trying to collect accurate information from vendors to satisfy the IRS. Moreover, keeping up with the latest tax rule changes is an added challenge. Fortunately, you do not have - [Last-Minute Tax Filing Tips for Small Business Owners](https://ceterus.com/last-minute-tax-filing-tips-for-small-business-owners/) - Valuable insights on tax deadlines and last-minute tax filing tips, including crucial tax deductions, all aimed at helping you minimize your tax liability and file on time. - [Crafting an Effective Business Plan for Your Franchise](https://ceterus.com/crafting-an-effective-business-plan-for-your-franchise/) - So you want to run your own business. You may be gearing up to catch one of the exciting available franchise opportunities. Or maybe you want to expand your current franchise and need a roadmap to guide your business growth. Either way, there's one tool you'll need in your arsenal—a franchise business plan. - [14 Tax Deductions For Small Business and Franchise Owners](https://ceterus.com/14-tax-deductions-for-small-business-and-franchise-owners/) - As tax season approaches, it's the perfect time to strategize how to maximize savings for your small business or franchise through tax deductions. Learn more! - [DIY or Pro Small Business Bookkeeping](https://ceterus.com/diy-or-pro-small-business-bookkeeping/) - Learn the disparities between DIY and professional bookkeeping, and the benefits a professional like Ceterus can bring to your business. Keep reading for more! - [The 2023 Small Business Tax Season Prep Checklist](https://ceterus.com/the-2023-small-business-tax-season-prep-checklist/) - The 2023 tax season is almost here! If that sent a shiver down your spine, then you definitely need our comprehensive checklist, designed for small business owners like you. From understanding various business taxes and tax forms to organizing crucial documents, we've got you covered. We'll help you identify applicable tax deductions and credits - [Why Forecasting is Important for Franchise Owners](https://ceterus.com/why-forecasting-is-important-for-franchise-owners/) - Understanding the financial requirements for franchisees, like fees & loans, is just the beginning. But what about forecasting & reporting? We have you covered. - [The Essentials of Accounting & Bookkeeping for Franchisees](https://ceterus.com/the-essentials-of-accounting-bookkeeping-for-franchisees/) - Running a successful business as a franchise owner requires more than just a passion for what your brand is about; it demands a firm grasp on the financial aspects that drive its growth. Whether you're a seasoned franchisee or just starting, understanding the essentials of bookkeeping for franchisees will empower you to navigate the intricacies - [Understanding Inventory Management For Small Business Owners](https://ceterus.com/understanding-inventory-management-for-small-business-owners/) - Gain a better understanding of inventory management for small business owners with Ceterus. - [Your Must-Have Bookkeeper Collaboration Checklist](https://ceterus.com/your-must-have-bookkeeper-collaboration-checklist/) - We understand the stress that comes with being a franchise or a small business owner. We've got your back when it comes to making your bookkeeping less of a chore. - [The Recipe for Success: Effective Franchise Accounting Practices for Quick Service Restaurants](https://ceterus.com/the-recipe-for-success-effective-franchise-accounting-practices-for-quick-service-restaurants/) - Running a quick-service restaurant is no picnic. At Ceterus, we understand the unique challenges faced by QSR franchisors & can help drive better business results. - [How to Keep Your Franchise Financials in Top Shape](https://ceterus.com/how-to-keep-your-franchise-financials-in-top-shape/) - Keeping your financial records straight might not be the most glamorous part of running a franchise, but it’s one of the most important. Proper bookkeeping helps you understand how your business is doing, avoid compliance issues with your franchisor, and plan for long-term success. The good news? You don’t have to be a financial expert - [Future-Focused Exit Planning: How to Protect and Maximize the Value of Your Business](https://ceterus.com/future-focused-exit-planning-how-to-protect-and-maximize-the-value-of-your-business/) - Discover how proactive exit planning safeguards your wealth and enhances business value. Join Ceterus’ free webinar on Nov 11 to start your strategic exit plan. - [The Hidden Costs of Managing Shared Expenses](https://ceterus.com/the-hidden-costs-of-managing-shared-expenses/) - Franchise owners: eliminate manual spreadsheets and errors. Discover how Ceterus Bookkeeping automates shared expense allocation for accuracy and scale. - [Franchise KPIs: Track, Benchmark, and Grow with Ceterus](https://ceterus.com/franchise-kpis-track-benchmark-and-grow-with-ceterus/) - Learn which KPIs matter most for franchise success. Track revenue, margins, and benchmarks automatically with Ceterus Bookkeeping. - [IRS Audits: What Franchise Business Owners Need to Know](https://ceterus.com/irs-audits-what-franchise-business-owners-need-to-know/) - Learn the ins and outs of IRS audits: why they happen, the types of audits, and how to prepare. Knowledge is key to managing this rare but possible event. - [From Data to Decisions: Turning Insights into Action](https://ceterus.com/from-data-to-decisions-turning-insights-into-action/) - Learn how multi-unit owners turn financial data into action with reporting, benchmarking, and proactive strategies for growth. - [Smarter Reporting for Multi-Unit Owners](https://ceterus.com/smarter-reporting-for-multi-unit-owners/) - Managing financials for a single business can be daunting, but owning multiple locations multiplies the challenges and the opportunities. Multi-unit owners face a unique set of hurdles: tracking each unit’s profitability, handling expenses that cross location lines, and getting a true, consolidated view of the entire portfolio. When information is scattered across spreadsheets or disconnected - [What Is Franchise Bookkeeping and Why Does It Matter](https://ceterus.com/what-is-franchise-bookkeeping-and-why-does-it-matter/) - Running a franchise is no small feat. Between managing your team, meeting customer expectations, and staying compliant with franchisor requirements, your plate is full. One area that is often overlooked but can make or break your success is bookkeeping.If terms like “chart of accounts” or “franchisor submissions” make your head spin, you’re not alone. Franchise - [Why Top Franchisees Obsess Over These Income Statement Tricks Now](https://ceterus.com/why-top-franchisees-obsess-over-these-income-statement-tricks-now/) - "I'm paying my franchise fees and following the system, but my profits aren't what they should be. What am I missing?" This question echoes across franchise locations and small businesses nationwide. As a franchisee, you have the advantage of a proven business model, but that doesn't automatically translate to optimal financial performance. Even with brand - [Why Small Business Owners Should Prioritize Early Tax Preparation](https://ceterus.com/why-small-business-owners-should-prioritize-early-tax-preparation/) - For franchise and small business owners, the earlier you start, the better when it comes to tax preparation. January is the perfect time to get your tax season off on the right foot. Waiting until the last minute can lead to missed opportunities, errors, or even penalties, but by taking the time now to organize, - [Finding the Right Fit: Franchise Bookkeeping Services After Bench's Closure](https://ceterus.com/finding-the-right-fit-franchise-bookkeeping-services-after-benchs-closure/) - Former Bench clients: Struggling with bookkeeping after its shutdown? Ceterus offers free catch-up services to get your financials ready for tax season fast! - [The Ceterus App vs. Your Local Bookkeeper: Is Automation the Future of Franchise Accounting?](https://ceterus.com/the-ceterus-app-vs-your-local-bookkeeper-is-automation-the-future-of-franchise-accounting/) - “I’ve been using my local bookkeeper for years, but I’m starting to wonder: Is this the best way to run my franchise’s accounting?” This question echoes across franchises everywhere. As a franchisee, you have invested in a proven business model, but that doesn’t automatically mean your financial performance is optimized. You can follow the system perfectly, - [4 Things To Know About Cash vs. Accrual Accounting For Small Business Owners](https://ceterus.com/4-things-to-know-about-cash-vs-accrual-accounting-for-small-business-owners/) - Choosing between cash and accrual accounting can be tricky. Our guide clears up the confusion and helps you find the best fit for your bookkeeping strategy. - [Key IRS Forms Small Business Owners Should Know](https://ceterus.com/key-irs-forms-small-business-owners-should-know/) - Q4 is here! Time to prepare for tax season—get ahead on key IRS forms like W-2s, 1099s, Form 940, and 941 with January deadlines approaching. - [Guide to Financial Statements for Small Business Owners](https://ceterus.com/guide-to-financial-statements-for-small-business-owners/) - Your financial statements—comprised of three key reports—are essential tools for tracking your business's financial health and guiding your growth strategy. - [Entrepreneurs: You’re Worth More Than Your Lawyer](https://ceterus.com/entrepreneurs-youre-worth-more-than-your-lawyer/) - Small business entrepreneurs are busy. But many of them don’t know the true value of their own time. So, what is the value of a small business entrepreneur’s time? What is your time worth (in dollars)? Let’s look at the economics of a small business entrepreneur’s time. - [Tech In Charleston: Interview With Ceterus](https://ceterus.com/tech-in-charleston-interview-with-ceterus/) - Ceterus Featured on Silicon Harbor Radio's Tech Life Podcast Check out Silicon Harbor Radio’s Tech Life with Rich Conte. Rich interviews Ceterus Product Manager James von der Lieth. Hear what James and his team do to support our growth and catch up on what's new since Rich interviewed our CEO, Levi Morehouse. - [Ceterus: Our 5 Core Values](https://ceterus.com/ceterus-our-5-core-values/) - Ceterus’ Core Values serve as a compass that guides our decisions and actions on a daily basis. - [STOP: Don’t File A 1099 If You Don’t Have To](https://ceterus.com/stop-dont-file-a-1099-if-you-dont-have-to/) - The due date for 1099s is right around the corner. 1099s stress people out because the IRS has a heavy penalty if they are not filed right, which is a bummer because they can be a hassle. The good news is: you don’t have to file a 1099 for every vendor for your business! - [Done-for-you accounting and reporting](https://ceterus.com/done-for-you-accounting-and-reporting/) - By Levi Morehouse Millions of small businesses operate on sheer gut instinct. Often, the balance in their checking account and an annual tax return are the only real data they have on the financial health of their business. - [Solutions, Not Tools: The Next Generation](https://ceterus.com/solutions-not-tools-the-next-generation/) - Software-with-a-service, sometimes called “end-to-end” solutions, provide businesses with solutions to their problems, instead of tools to help them try to solve their problems. - [Ceterus: Bookkeeping for the 21st Century](https://ceterus.com/ceterus-bookkeeping-for-the-21st-century/) - Author: Levi Morehouse Our mission at Ceterus is to empower entrepreneurs. Every day, we do the work we do to empower our entrepreneur customers. So that begs the question, what is it that we do to empower them? - [How Ceterus Uses Quickbooks Online To Empower Thousands of Small Businesses](https://ceterus.com/how-ceterus-uses-quickbooks-online-to-empower-thousands-of-small-businesses/) - Ceterus empowers thousands of small businesses with a done-for-you accounting and benchmarked reporting solution--a team of professional accountants paired with a proprietary software that integrates directly with Quickbooks Online. - [Ceterus and Sandwich Math Deliver Value to Franchisees](https://ceterus.com/ceterus-and-sandwich-math-deliver-value-to-franchisees/) - Nick Olson founded Sandwich Math, a Jimmy John’s accounting and reporting solution to help empower Jimmy John’s franchisees after being a franchisee himself for many years. - [4 Tips from a Top Waxing Franchisee on How to Grow Your Business](https://ceterus.com/4-tips-from-a-top-waxing-franchisee-on-how-to-grow-your-business/) - Multi-unit waxing center franchisee Jens Kottke stays on top of his financials and key performance indicators, actively seeking to make his businesses more efficient, profitable, and growth-focused. - [Season 2 of Small Business Edge: Introduction with Levi Morehouse](https://ceterus.com/season-2-of-small-business-edge-introduction-with-levi-morehouse/) - Hear Key Success Tips From Franchise and Small Business Entrepreneurs - [Small Business Edge Season 2: Scaling A Fitness Franchise Portfolio With Jamie Weeks](https://ceterus.com/small-business-edge-season-2-scaling-a-fitness-franchise-portfolio-with-jamie-weeks/) - Jamie Weeks returns to Small Business Edge to give us a first hand account of scaling a fitness franchise portfolio. - [Building a Franchise in the Boutique Fitness Industry with Helaine Knapp, Founder and CEO of CityRow](https://ceterus.com/building-a-franchise-in-the-boutique-fitness-industry-with-helaine-knapp-founder-and-ceo-of-cityrow/) - Building one business at a time is hard enough, but building two different businesses at the same time is crazy. - [4 Quick Tips for QuickBooks (And What NOT To Do)](https://ceterus.com/4-quick-tips-for-quickbooks-and-what-not-to-do/) - It can be a drag, but every small business entrepreneur needs to make sure their books are done. - [What are the Major Benefits of Outsourced Accounting?](https://ceterus.com/what-are-the-major-benefits-of-outsourced-accounting/) - Outsourced accounting gives you the opportunity to focus on the rest of your business without worrying about the books. Here are some other benefits to consider. - [A Business Love Story: Steve and Lynn Biddle, McDonald’s Franchise Entrepreneurs](https://ceterus.com/a-business-love-story-steve-and-lynn-biddle-mcdonalds-franchise-entrepreneurs/) - Guests on the Small Business Edge Podcast, Steve and Lynn Biddle started as crew kids at McDonald's and eventually came to own several very successful franchises. Listen or read about their entrepreneurial journey. - [Will Accounting Be Replaced by AI?](https://ceterus.com/will-accounting-be-replaced-by-ai/) - Will accountants be replaced by robots? This is a question that weighs on the minds of many forward thinking professionals in the financial industry. Levi Morehouse discusses why accountants should embrace machine learning and AI. - [Empowering Franchisees with Former Jimmy John's Franchisee & Sandwich Math Founder Nick Olson](https://ceterus.com/empowering-franchisees-with-former-jimmy-johns-franchisee-sandwich-math-founder-nick-olson/) - A passionate former Jimmy John’s franchisee, Nick Olson, founded a company to empower Jimmy John’s franchisees just like him. Nick joined forces with Ceterus in late 2017 to bring a full done-for-you accounting and benchmarked reporting solution to Jimmy John’s franchisees. - [Restaurant Accounting for Franchisees](https://ceterus.com/restaurant-accounting-for-franchisees/) - We know restaurant accounting and bookkeeping is tough more than anyone. Here are a few key things to keep your eye on to make sure your businesses are performing well. - [Small Business Edge Podcast: Navigating the Surprises of Entrepreneurship with Liz Naber](https://ceterus.com/small-business-edge-podcast-navigating-the-surprises-of-entrepreneurship-with-liz-naber/) - This month on the Small Business Edge podcast, Liz Naber, multi-unit Pure Barre franchisee joins our host T.K. Coleman to discuss first-time franchise ownership and the surprises and rewards that come along with it. - [How to Choose the Best Outsourced Accounting Service](https://ceterus.com/how-to-choose-the-best-outsourced-accounting-service/) - Are you looking to hire an outsourced accountant? If so, check out this article to learn how to find the best outsourced accounting services. - [Why Cash Forecasting is So Important for Your Business](https://ceterus.com/why-cash-forecasting-is-so-important-for-your-business/) - You've heard that cash forecasting is important, but why? Read on to learn why cash forecasting is so important for your business. - [Announcing: The All-New Edge Mobile App](https://ceterus.com/announcing-the-all-new-edge-mobile-app/) - We’re excited to present the all-new Ceterus Edge Mobile app, designed to give small business and franchise owners daily insights, as well as access to their key monthly numbers for immediate access to data that can drive business decisions. - [Meeting a Community Need Successfully with Joe Zentmyer of First Ascent Climbing & Fitness](https://ceterus.com/meeting-a-community-need-successfully-with-joe-zentmyer-of-first-ascent-climbing-fitness/) - Joe Zentmyer realized that Chicago, a city with 10 million people in the metro area, was in dire need of a climbing gym to serve their many avid climbers. - [Our 6 Top Tips for Successful Restaurant Accounting](https://ceterus.com/our-6-top-tips-for-successful-restaurant-accounting/) - Don't skip out on one of the most important aspects of owning a restaurant! Check out these 6 top tips to help you achieve successful restaurant accounting! - [How to Choose the Right Franchise Accounting Service for Your Business](https://ceterus.com/how-to-choose-the-right-franchise-accounting-service-for-your-business/) - Your franchise is something that shouldn't be taken lightly. Read more to learn some tips on how to choose the best franchise accounting service possible now! - [Getting a New Franchise Concept Off the Ground with Jeremy Bollington of Blo Blow Dry Bar](https://ceterus.com/getting-a-new-franchise-concept-off-the-ground-with-jeremy-bollington-of-blo-blow-dry-bar/) - When I was looking for a business I wanted one that was scalable, but not a start up. - [7 Tax Tips for Small Business and Franchise Owners](https://ceterus.com/7-tax-tips-for-small-business-and-franchise-owners-2/) - This time of year comes with a lot of end of year wrap up work, holiday shopping, and the anticipation of closing out the year for your business and getting started on everyone's favorite thing: taxes. We’ve put together some end of year tax tips for small business and franchise owners. - [Owning a Successful Yoga Studio with Jane Banheman from Blue Nectar Yoga](https://ceterus.com/owning-a-successful-yoga-studio-with-jane-banheman-from-blue-nectar-yoga/) - Jane Banheman is the owner and founder of Blue Nectar Yoga and has been practicing and teaching yoga for nearly two decades. In this episode, Jane shares what makes Blue Nectar Yoga unique, how to run a successful business in a saturated industry, how she prioritizes self-care in her life, and much more. - [The Business of Yoga with Amanda Kingsmith from M.B.Om](https://ceterus.com/the-business-of-yoga-with-amanda-kingsmith-from-m-b-om/) - In this episode of the Small Business Edge Podcast, TK and Amanda talk about the business side of yoga, including how to go from a part-time yoga teacher to a full-time yoga teacher, how to get paid for your services, and the importance of self-care as an entrepreneur. - [Here's How to Handle Multi Site Management for Your Business](https://ceterus.com/heres-how-to-handle-multi-site-management-for-your-business/) - Multi site management can be a difficult task, but there are ways to make it easier to do. Find out how to manage your business here. - [9 Bookkeeping Tips for Gym Owners](https://ceterus.com/9-bookkeeping-tips-for-gym-owners-2/) - Bookkeeping is essential to understand your gym's financial success and losses. But how do you do it? Here are 9 bookkeeping tips, perfect for gym owners. - [[Case Study] Jay Park, Multi-Unit Jimmy John's Franchisee](https://ceterus.com/case-study-jay-park-multi-unit-jimmy-johns-franchisee/) - With so many existing and new projects on his plate, multi-unit Jimmy John's franchisee Jay Park needed efficient, reliable systems in place to keep his businesses running smoothly. - [Outsourced Accounting for Franchisees](https://ceterus.com/outsourced-accounting-for-franchisees/) - Ceterus CEO, Levi Morehouse, was interviewed by Franchise Direct to get his views on how outsourcing their accounting can help franchisees frow. Read the full article here. - [[Press Release] LBA Haynes Strand, PLLC Partners with Ceterus to Automate Dental Practice Accounting](https://ceterus.com/press-release-lba-haynes-strand-pllc-partners-with-ceterus-to-automate-dental-practice-accounting/) - Accounting technology company Ceterus announces a partnership to fuel the growth of North Carolina-based CPA and advisory firm LBA Haynes Strand, PLLC. Through this strategic partnership, LBA Haynes Strand will be better positioned to provide client accounting services, particularly for their growing client base in the - [The Importance and Purpose of Accountants in the Fitness Industry](https://ceterus.com/the-importance-and-purpose-of-accountants-in-the-fitness-industry-2/) - Accountants play an important role in the financial fitness of your business. - [[Case Study] Topher Smith, Multi-Unit Jimmy John's Franchisee](https://ceterus.com/case-study-topher-smith-multi-unit-jimmy-johns-franchisee/) - Topher Smith, multi-unit Jimmy John's franchisee, talks about how focusing on exceptional customer service opened the doors to a new career and an exciting entrepreneurial journey. - [[Podcast] From High Tech to Fitness Franchising with Steve Eddleston from Planet Fitness](https://ceterus.com/podcast-from-high-tech-to-fitness-franchising-with-steve-eddleston-from-planet-fitness/) - Steve Eddleston had a successful career in Customer Support for High Tech, working for Honeywell and Digital in New Zealand for 20 years before he decided to relocate to Boston in his mid-twenties. - [Small Business: Leveraging Accounting Analytics for Growth](https://ceterus.com/small-business-leveraging-accounting-analytics-for-growth/) - Recent data suggests that accounting analytics is an increasingly essential field in the world of modern business. - [Ceterus participates in Multi-Unit Franchising Conference](https://ceterus.com/ceterus-participates-in-multi-unit-franchising-conference/) - Ceterus attended the19th annual event convened 700 multi-unit franchisees looking for knowledge and resources to expand their businesses. Ceterus participated as both a - [I Bought...What? 7 Strategies to Organize Receipts like a Boss](https://ceterus.com/i-bought-what-7-strategies-to-organize-receipts-like-a-boss-2/) - Organizing receipts can be very time consuming, especially without a good strategy. Check out these clever strategies to organize receipts like a boss. Does the phrase "organize receipts" mean putting your receipts in a shoebox and then handing them over to your accountant? - [[GUIDE] The Ultimate Guide to Small Business Accounting](https://ceterus.com/guide-the-ultimate-guide-to-small-business-accounting/) - Accounting can feel daunting, especially if you are a new business owner. Check out this handy guide to small business accounting and stay on top of finances. - [Why You Need Accounting Software for Smart Multi-Location Franchise Management](https://ceterus.com/why-you-need-accounting-software-for-smart-multi-location-franchise-management/) - Accounting Software for Smart Multi-Location Franchise Management Organizing financials for a multi-location franchise business stretches you thin. Learn why you should use accounting software for better franchise management. - [The Hidden Cost of D.I.Y. Bookkeeping](https://ceterus.com/the-hidden-cost-of-d-i-y-bookkeeping/) - As an entrepreneur, your time is valuable. - [5 Problems Solved by Virtual Bookkeeping](https://ceterus.com/5-problems-solved-by-virtual-bookkeeping/) - Are you wondering how to handle multiple locations of your business in one simple, effective way? Here are 5 common problems solved by virtual bookkeeping. - [[FORBES ARTICLE] Becoming Iron Man: How Accounting Professionals Can Power Up With Automation](https://ceterus.com/forbes-article-becoming-iron-man-how-accounting-professionals-can-power-up-with-automation/) - If you read almost any article about the future of the accounting industry, you might be inclined to make a dramatic career shift. The statistics point to massive technological change. - [H.R. 6201, the ‘Families First Coronavirus Response Act’](https://ceterus.com/h-r-6201-the-families-first-coronavirus-response-act/) - The federal government’s second major act in what is expected to be a series of initiatives to address the coronavirus (COVID-19) public health emergency. - [What’s happening on Capitol Hill? How will stimulus benefit small business entrepreneurs?](https://ceterus.com/whats-happening-on-capitol-hill-how-will-stimulus-benefit-small-business-entrepreneurs/) - We think this article from Axios is the best summary of what has been enacted and what is on the horizon by way of federal relief to small business entrepreneurs (SBEs). - [UPDATE: Treasury Department has extended filing AND payment deadlines from 4/15 to 7/15](https://ceterus.com/update-treasury-department-has-extended-filing-and-payment-deadlines-from-4-15-to-7-15/) - This is an update to our original post: (3.17) The IRS tax payment (not filing) deadline has been extended from 4/15 to 7/15. - [Should I Retain or Lay Off My Employees During the Coronavirus Pandemic?](https://ceterus.com/should-i-retain-or-lay-off-my-employees-during-the-coronavirus-pandemic/) - The following provides our thoughts and opinions regarding the subject at hand. - [Stimulus Update](https://ceterus.com/stimulus-update/) - 3/23/20: Washington fails to reach consensus; SBE’s have reason to be confident that loans will be available - [Coronavirus Aid, Relief, and Economic Security (CARES) Act](https://ceterus.com/coronavirus-aid-relief-and-economic-security-cares-act/) - Title I - Keeping American Workers Paid and Employed Act - [Tax Details of the Coronavirus Aid, Relief, and Economic Security (CARES) Act](https://ceterus.com/tax-details-of-the-coronavirus-aid-relief-and-economic-security-cares-act/) - The CARES Act provides numerous business and individual tax changes that not only apply to the 2020 tax year but also apply retroactively to tax years 2018 and 2019. - [(4.6 Update) Implications of Force Majeure (Act of God) to contract adherence](https://ceterus.com/4-6-update-implications-of-force-majeure-act-of-god-to-contract-adherence/) - Implications of Force Majeure (Act of God) to contract adherence (lease payments and other commitments) - [Compare Details of COVID-19 Loans](https://ceterus.com/compare-details-of-covid-19-loans/) - Ceterus is committed to helping small businesses navigate the COVID-19 disaster. - [CARES Act Options: Decider Tool for Entrepreneurs](https://ceterus.com/getting-reports-for-lenders-landlords-or-other-parties/) - CARES Act Options: Decider Tool for Entrepreneurs - [Getting Reports Ready to Apply: Payroll Protection Program (PPP) Loan](https://ceterus.com/getting-reports-ready-to-apply-payroll-protection-program-ppp-loan/) - The operating data required when you submit an application for a PPP loan is entirely based on your payroll costs. - [PPP—Loan Forgiveness Updated Interpretation](https://ceterus.com/ppp-loan-forgiveness-updated-interpretation/) - We have received many questions related to how forgiveness calculations will work for the PPP Loan Program. - [PPP Payroll Cost Summary Tool](https://ceterus.com/ppp-payroll-cost-summary-tool/) - PPP Payroll Cost Summary Tool - [Payment Protection Program —You Got Funded, Now What?](https://ceterus.com/payment-protection-program-you-got-funded-now-what/) - The big rush to get in line for limited PPP funds ended two weeks after it began. - [Forgiveness Clarity—We Are Flying Blind](https://ceterus.com/forgiveness-clarity-we-are-flying-blind/) - Over the past couple weeks I have discussed the need for guidance related to how forgiveness of the PPP loans will end up being calculated. - [CPAs as Small Business Therapists](https://ceterus.com/cpas-as-small-business-therapists/) - Note: This post is part I of our short series on the value of CPAs as Small Business Therapists. - [Improve Rates, Retention, and Referrals](https://ceterus.com/improve-rates-retention-and-referrals/) - Our second in a series of posts emphasizing the value of embracing the role of serving as a therapist for small business entrepreneur clients. In this post, we discuss why taking a consultative approach is so important to the success of your business. - [[Tool] PPP Forgiveness Triggers](https://ceterus.com/tool-ppp-forgiveness-triggers/) - Based on accessible guidance from the SBA on 5.7.20, this chart outlines what we know about achieving 100% loan forgiveness. - [Loan Forgiveness Update](https://ceterus.com/loan-forgiveness-update/) - During our weekly PPP webinar yesterday, we received many questions regarding possible extensions of the 8-week covered period and the June 30 Rehire Exemption date. Let's revisit what we know as of today: - [Interim Final Rule Update](https://ceterus.com/interim-final-rule-update-2/) - Friday night (5.22), the SBA released the first interim final rule related to forgiveness. - [PPP Updates](https://ceterus.com/ppp-updates/) - As expected the House passed the Paycheck Protection Program Flexibility Act of 2020 this afternoon (5/28). - [Payment Protection Program Flexibility Act](https://ceterus.com/payment-protection-program-flexibility-act/) - The Senate unanimously passed H.R. 7010 on Wednesday. - [PPP Table: CARES Act v. Flexibility Act](https://ceterus.com/ppp-table-cares-act-v-flexibility-act/) - PPP Table: CARES Act v. Flexibility Act - [PPP Loan Forgiveness Update](https://ceterus.com/ppp-loan-forgiveness-update/) - The Small Business Administration (SBA) has been busy over the last couple days issuing significant new guidance. - [EIDL Refresher](https://ceterus.com/eidl-refresher/) - The number of questions I’ve gotten on the Economic Injury Disaster Loan (EIDL) Program has increased significantly over the past couple weeks. - [Interim Final Rule Update](https://ceterus.com/interim-final-rule-update/) - The Small Business Administration (SBA) released an interim final rule overnight on 6.22 that provides guidance on several very important forgiveness related topics. - [Managing Your Business Through Crisis: What A Global Pandemic Has Taught Us, So Far...](https://ceterus.com/managing-your-business-through-crisis-what-a-global-pandemic-has-taught-us-so-far/) - Small business owners have taken an emotional beating in 2020. - [A Look at COVID Support Programs for Small Businesses: As of July 9th, 2020](https://ceterus.com/a-look-at-covid-support-programs-for-small-businesses-as-of-july-9th-2020/) - We are over three months into the CARES Act being enacted. - [Twelve Years and One Pandemic: Accounting for Small Business Entrepreneurs in 2020](https://ceterus.com/twelve-years-and-one-pandemic-accounting-for-small-business-entrepreneurs-in-2020/) - A message to our customers: - [Your Financial Statements Are Trying To Tell You Something](https://ceterus.com/your-financial-statements-are-trying-to-tell-you-something/) - You know that health app on your phone or watch? The one constantly giving you updates on your health and fitness. Well that is basically what the financial statements are for your small business. - [Phase 4 Stimulus Update](https://ceterus.com/phase-4-stimulus-update/) - This week, Senate Republicans announced their version of “Phase 4” relief. - [Continuing Small Business Recovery and Paycheck Protection Program Act](https://ceterus.com/continuing-small-business-recovery-and-paycheck-protection-program-act/) - On July 27th, a bipartisan bill was introduced by Senators Rubio and Collins. - [Introducing Ceterus for Dental CPAs](https://ceterus.com/introducing-ceterus-for-dental-cpas/) - As we sit here in the middle of the Coronavirus pandemic, it is more clear than ever that small business entrepreneurs need their accountant to do more than the standard transactional or compliance-based services. - [[Press Release] Accounting Technology Firm Ceterus Announces Launch of Ceterus for Dental CPAs](https://ceterus.com/press-release-accounting-technology-firm-ceterus-announces-launch-of-ceterus-for-dental-cpas/) - Charleston, SC, July 30, 2020: Accounting technology company Ceterus announces an innovative, dental industry-specific product to help dentistry-focused accounting professionals enhance and scale their services. - [The Time Is Now](https://ceterus.com/the-time-is-now/) - Now is the time to act. - [PPP Forgiveness FAQ's](https://ceterus.com/ppp-forgiveness-faqs/) - Unexpectedly, the SBA and Treasury Department released 10 pages of FAQ’s related to PPP forgiveness. - [The Rise of the Small Business Financial Consultant](https://ceterus.com/the-rise-of-the-small-business-financial-consultant/) - The Coronavirus pandemic and economic crisis have truly brought to the surface a realization that’s been building over the course of my career as an accounting professional. When I chose Accounting as my college major, took an internship in public accounting, studied hard and earned the CPA designation, I had no idea that the - [PPP Forgiveness - Our Take](https://ceterus.com/ppp-forgiveness-our-take/) - The SBA is expected to open up their portal to lenders to begin accepting PPP forgiveness applications. - [3 Reasons Why Delivering Industry Specific Expertise Is The Way To Go](https://ceterus.com/3-reasons-why-delivering-industry-specific-expertise-is-the-way-to-go/) - The world of business is getting more complex and sophisticated by the day. - [Reopening & Operating In a COVID Environment](https://ceterus.com/reopening-operating-in-a-covid-environment/) - We know there are countless considerations when reopening your small business, so we narrowed it down to 3 factors we believe to be the most critical when reopening and operating successfully in a COVID environment. - [Use “The Right” Technology](https://ceterus.com/use-the-right-technology/) - You’ve probably heard for years that accountants need to adopt new technologies. - [The Cloud Accounting Inflection](https://ceterus.com/the-cloud-accounting-inflection/) - “Exponential inflections power massive breakthroughs. They resemble waves with a giant gathering force.” ~Mike Maples, Entrepreneur & Investor - [Payroll Tax Deferral - What Should I Know?](https://ceterus.com/payroll-tax-deferral-what-should-i-know/) - We’ve started to receive many questions regarding the President’s executive memorandum on deferring payroll taxes for employees. - [Revenue Recognition: The Ceterus Way](https://ceterus.com/revenue-recognition-the-ceterus-way/) - The most common questions our team receives from customers relate to revenue recognition. - [DentalTown Podcast: The Value of Having a Dental CPA](https://ceterus.com/dentaltown-podcast-the-value-of-having-a-dental-cpa/) - In working as a CPA and starting several small businesses, Levi Morehouse realized that the back-office is a distraction to most entrepreneurs and that they need done-for-you, cloud-based, accounting and reporting and he founded Ceterus in 2008. - [Yes, You Need A Budget](https://ceterus.com/yes-you-need-a-budget/) - Approximately 60% of small businesses operate without a formal budget. - [Delivering Immediate Relief to America’s Families, Schools and Small Businesses Act](https://ceterus.com/delivering-immediate-relief-to-americas-families-schools-and-small-businesses-act/) - [8.24.20] On August 18, republicans in the U.S. Senate released a COVID-19 stimulus proposal. - [Use Media To Build Recognition and Trust](https://ceterus.com/use-media-to-build-recognition-and-trust/) - As the next generation of small business entrepreneurs becomes a larger share of the economy, the traits they seek in consultants is changing from what the last generation appreciated most. - [It’s All In The Name: Ceterus](https://ceterus.com/its-all-in-the-name-ceterus/) - Our name, Ceterus, is something that is often mispronounced and always raises the question. - [So What If Nothing Happens?](https://ceterus.com/so-what-if-nothing-happens/) - Let me start by saying that I firmly believe a stimulus deal or multiple deals will get done. I think the deal or deals will be significant in nature and wide reaching with a major focus on small business. - [UPDATE: Employee Payroll Tax Deferral](https://ceterus.com/update-employee-payroll-tax-deferral/) - September 1 marks the day the President’s executive memorandum on payroll tax deferral is effective. - [Cash is King—Fraud Edition](https://ceterus.com/cash-is-king-fraud-edition/) - Overall businesses report losing approximately 5% of their annual revenue to fraud. - [Our Why: To Empower Small Business Entrepreneurs](https://ceterus.com/our-why-to-empower-small-business-entrepreneurs/) - In the towering stack of business books I’ve read, Simon Sinek’s Start with Why had by far one of the most profound impacts on my thinking. - [Your Peers Are Talking About Us](https://ceterus.com/your-peers-are-talking-about-us/) - Yes, you heard that right! Your CPA peers are talking about our new platform for dental focused CPA’s firms. - [[JIMMY JOHN'S EXCLUSIVE]: Weathering the Storm](https://ceterus.com/jimmy-johns-exclusive-weathering-the-storm/) - The restaurant industry is known for its strength and resourcefulness. - [[FORBES ARTICLE] All Heroes Need A Guide: How Accountants Can Be The Yoda Their Clients Need](https://ceterus.com/forbes-article-all-heroes-need-a-guide-how-accountants-can-be-the-yoda-their-clients-need/) - As the father of five boys, I am constantly surrounded by all things Star Wars and Marvel's Avengers. - [Taxability of Government Program Payments](https://ceterus.com/taxability-of-government-program-payments/) - The Internal Revenue Code (“IRC”) defines gross income as all income from whatever source. “Gross Income” is typically taxable subject to normal application of the IRC. - [PPP Forgiveness - What Should I Do Today?](https://ceterus.com/ppp-forgiveness-what-should-i-do-today/) - [10.1.20] The number of customers asking, “Should I apply for forgiveness?” has risen significantly over the past two weeks. - [[10.9.20] PPP Forgiveness Update](https://ceterus.com/10-9-20-ppp-forgiveness-update/) - Late yesterday, the SBA and Treasury Department released their latest Interim Final Rule (IFR). This IFR comes two months after the opening of the SBA Forgiveness portal. - [Ceterus Releases Jimmy John’s COVID-19 Financial Impact Report](https://ceterus.com/ceterus-releases-jimmy-johns-covid-19-financial-impact-report/) - Charleston, SC, Nov. 12th, 2020: Accounting technology company Ceterus announces a comprehensive look into the financial implications of COVID-19 on select Jimmy John’s franchisees with the release of the Jimmy John’s COVID-19 Financial Impact Report. - [4 Reasons Why You Should Keep Your Bookkeeping & Tax Services Under One Roof](https://ceterus.com/4-reasons-why-you-should-keep-your-bookkeeping-tax-services-under-one-roof/) - Bookkeeping services and tax services are under the same service agreement, allowing the experts to talk directly without the need for engagement with the business owners. - [IRS Clarifies PPP Related Expense Deductions](https://ceterus.com/irs-clarifies-ppp-related-expense-deductions/) - Back on April 30, 2020, the IRS issued Notice 2020-32, which clarified business expense deductions are disallowed when they are funded by PPP loans that are forgiven. - [COVID Relief Update](https://ceterus.com/covid-relief-update-2/) - We’ve been following all the talk out of DC this week related to progress being made on COVID Relief packages. - [Taxability of Government Programs](https://ceterus.com/taxability-of-government-programs-2/) - We are quickly approaching the end of the year and now seems like a good time to quickly revisit the taxability of the various programs put in place by the federal, state and local governments as everyone starts to talk to their tax preparers about 2020 tax returns. - [COVID Relief Update](https://ceterus.com/covid-relief-update/) - Finally we have answers! - [PPP2 Update: Interim Rule](https://ceterus.com/ppp2-update-interim-rule/) - Last night, the SBA issued two interim final rules related to the Economic Relief Act - [[1.8.21] What You Need To Know](https://ceterus.com/1-8-21-what-you-need-to-know/) - Each week, I will cover the top three things small business owners need to know as they head into the weekend. - [ERC 2020: Part One](https://ceterus.com/erc-2020-part-one/) - The Employee Retention Credit (“ERC”) has been the most asked about topic coming out of the Consolidated Appropriations Act, 2021 (“The Act”) per my inbox. The Act opened up the ERC program to PPP borrowers for the first time and also extended the program through July 1, 2021. The Act effectively split the ERC - [ERC 2021: Part Two](https://ceterus.com/erc-2021-part-two/) - The Employee Retention Credit (“ERC”) has been the most asked about topic coming out of the Consolidated Appropriations Act, 2021 (“The Act”) per my inbox. - [Automation Is Your Friend](https://ceterus.com/automation-is-your-friend/) - Cloud computing has been one of the biggest technology developments over the past ten years. - [[1.15.21] What You Need To Know](https://ceterus.com/1-15-21-what-you-need-to-know/) - Each week, I will cover the top three things small business owners need to know as they head into the weekend. - [[1.22.21] What You Need To Know](https://ceterus.com/1-22-21-what-you-need-to-know/) - Each week, I will cover the top three things small business owners need to know as they head into the weekend. - [[1.22.21] Resource Guide](https://ceterus.com/1-22-21-resource-guide/) - The SBA released a great deal of information this week. - [NEW! 1099 Manager](https://ceterus.com/new-1099-manager/) - 1099, a four “letter” word that puts a damper on the new year for every accountant and small business owner. - [Delivering Industry Specific Expertise v2](https://ceterus.com/delivering-industry-specific-expertise-v2/) - The world of business is getting more complex and sophisticated by the day. - [Be a Small Business Financial Consultant v2](https://ceterus.com/be-a-small-business-financial-consultant-v2/) - We want you to consider how you can innovate your accounting services and add value to your clients while also opening the door to new clients. - [Be Informed: ERTC](https://ceterus.com/be-informed-ertc/) - I get it, you are busy. You are trying to run your business in the midst of a global pandemic. - [Employee Retention Credit—Let’s Regroup](https://ceterus.com/employee-retention-credit-lets-regroup/) - The Employee Retention Credit (ERC) program was enacted March 27, 2020. Since then, the program has evolved a great deal. This evolution has led to the eligibility of many more small businesses, as well as the period of time the program runs extending through the end of 2021. At Ceterus, we have worked diligently - [Mid-February Small Business Update](https://ceterus.com/mid-february-small-business-update/) - Mid-February Small Business Update related to various government assistance programs that will impact small businesses going forward. - [Employee Retention Credit](https://ceterus.com/employee-retention-credit/) - On March 2 the IRS released guidance related to the interaction between the Payment Protection Program (PPP) and Employee Retention Credit (ERC) programs. - [Small Business Roundup](https://ceterus.com/small-business-roundup-2/) - Established government program with constantly changing rules. Guidance issued related to the program never seems to fully answer the outstanding questions. - [Small Business Roundup](https://ceterus.com/small-business-roundup/) - Last week, President Biden signed the American Rescue Plan Act. The Act, which we discussed on our webinar last week, pushed additional dollars to the small business community. - [Restaurant Revitalization Fund](https://ceterus.com/restaurant-revitalization-fund/) - The SBA announced more details on the Restaurant Revitalization Fund (RRF) grant program this week. - [[NEW FEATURES] Edge iOS Mobile App Provides “Done-for-you-accounting” Wherever YOU Are](https://ceterus.com/new-features-edge-ios-mobile-app-provides-done-for-you-accounting-wherever-you-are/) - Whether you need to check the status of your financial reporting, provide us with an important document, or want to manage your business’ finances on the go, you can do it all in the Ceterus Edge iOS Mobile app. Feel confident knowing that you can have a pulse on your “done-for-you accounting” anytime, anywhere! - [Undeposited Funds: Why Should You Care?](https://ceterus.com/undeposited-funds-why-should-you-care-2/) - I have been extremely fortunate to have worked with small business entrepreneurs for nearly ten years now. - [ERC2021—Part II—Update](https://ceterus.com/erc2021-part-ii-update/) - There is a great deal of activity going on now related to Employee Retention Credit (“ERC”). - [1099 Manager Streamlines Filing Process](https://ceterus.com/1099-manager-streamlines-filing-process/) - Benjamin Franklin famously said, “nothing is certain except death and taxes.” - [Economic Injury Disaster Loan (EIDL) Program Update](https://ceterus.com/economic-injury-disaster-loan-eidl-program-update/) - As of September 8, 2021, COVID policy changes around the EIDL loan program took effect. - [Employee Retention Credit Update](https://ceterus.com/employee-retention-credit-update/) - The IRS released guidance in mid-November (Notice 2021-65) on the repeal of the employee retention credit (ERC), effective as of September 30, 2021. - [Did You Know? Cash Basis vs. Accrual Basis Accounting](https://ceterus.com/did-you-know-cash-basis-vs-accrual-basis-accounting/) - Most entrepreneurs and small business owners use “cash basis accounting” for their books, both because of its simplicity and to comply with IRS tax rules. - [Ceterus Introduces Flexible Financial Reporting for Accounting Clients](https://ceterus.com/ceterus-introduces-flexible-financial-reporting-for-accounting-clients/) - In response to the need for CPA firms to efficiently and cost-effectively produce personalized reports for their clients, Ceterus has released Report Manager in Ceterus Assembly. - [Hurricane Ian Business Recovery Programs](https://ceterus.com/hurricane-ian-business-recovery-programs/) - Our thoughts are with all of the families who have lost loved ones and have incurred damage or loss of their homes or businesses due to Hurricane Ian. - [9 Bookkeeping Tips for Gym Owners](https://ceterus.com/9-bookkeeping-tips-for-gym-owners/) - Bookkeeping is essential to understand your gym's financial success and losses. But how do you do it? Here are 9 bookkeeping tips, perfect for gym owners. - [Maximizing Profit: The Importance of Benchmarking Accounting in Franchise Management](https://ceterus.com/maximizing-profit-the-importance-of-benchmarking-accounting-in-franchise-management/) - Learn why benchmarked accounting is critical for achieving financial success in the franchise industry with financial visibility, goal setting & compliance. - [I Bought...What? 7 Strategies to Organize Receipts like a Boss](https://ceterus.com/i-bought-what-7-strategies-to-organize-receipts-like-a-boss/) - Organizing receipts can be very time consuming, especially without a good strategy. Check out these clever strategies to organize receipts like a boss. - [The Importance and Purpose of Accountants in the Fitness Industry](https://ceterus.com/the-importance-and-purpose-of-accountants-in-the-fitness-industry/) - Accountants play an important role in the financial fitness of your business. Here's the importance and purpose of accountants—and why your gym needs one. - [How to Organize Receipts for Small Business Owners](https://ceterus.com/how-to-organize-receipts-for-small-business-owners/) - Manage your finances can be confusing and difficult for small business owners. Find out how organizing receipts can ease the process with the help of Ceterus. - [Five Essential Franchise Accounting Best Practices Every Owner Should Know](https://ceterus.com/five-essential-franchise-accounting-best-practices-every-owner-should-know/) - Learn the 5 essential franchise accounting best practices for successful ownership. At Ceterus, we help you with your finances so you can focus on your business. - [Tax Tips for Small Business Owners](https://ceterus.com/tax-tips-for-small-business-owners/) - Check out our small business tax services tips to make sure you have a stress-free tax season! - [Top 5 Tips for Tax Preparation for Small Businesses](https://ceterus.com/top-5-tips-for-tax-preparation-for-small-businesses/) - Make your favorite season a stress-free tax one. We know that your time and resources are valuable. It’s why we’ve compiled our top 5 tips for tax preparation for small businesses from the experts at Ceterus. Let’s be honest. Tax season can be overwhelming, especially if this is your first year filing taxes as - [Staying Ahead of the Game: Why Being Prepared for Tax Season is Critical for your Business Success](https://ceterus.com/staying-ahead-of-the-game-why-being-prepared-for-tax-season-is-critical-for-your-business-success/) - Get ahead of the game by staying organized & get peace of mind with Ceterus. We're here to help you skip the tax season scramble. - [Mastering the Fundamentals of Franchise Accounting](https://ceterus.com/mastering-the-fundamentals-of-franchise-accounting/) - Franchise ownership has become an attractive option for many but that means identifying an accounting solution specific to the needs of a franchise business. - [Small Business Tax Forms 101: A Guide to Tax Preparation for Small Business Owners](https://ceterus.com/small-business-tax-forms-101-a-guide-to-tax-preparation-for-small-business-owners/) - Do you find tax preparation for your small business daunting? Our guide can help you navigate tax season with ease & give you peace of mind. - [The Basics of Franchise Accounting](https://ceterus.com/the-basics-of-franchise-accounting/) - If you're just starting a franchise then you need to know all about franchise accounting before you even get started. Here are some basics to be aware of. - [7 Tax Tips for Small Business and Franchise Owners](https://ceterus.com/7-tax-tips-for-small-business-and-franchise-owners/) - It's almost that time of year! This time of year comes with a lot of end of year wrap up work, holiday shopping, and the anticipation of closing out the year for your business and getting started on everyone's favorite thing: taxes. We’ve put together some end of year tax tips for small business and - [Unlocking the Benefits of Automated Bookkeeping](https://ceterus.com/unlocking-the-benefits-of-automated-bookkeeping/) - Discover the benefits of automated small business bookkeeping with Ceterus. Learn how you can save time, reduce errors, and secure your financial information. - [Unlocking the Secrets of Financial Statements: A Comprehensive Guide](https://ceterus.com/unlocking-the-secrets-of-financial-statements-a-comprehensive-guide/) - Read our comprehensive guide to financial statement analysis for small business owners. Understand key elements like balance sheets, income & cash flow statements. - [The Difference Between Bookkeeping & Accounting for Small Businesses](https://ceterus.com/undeposited-funds-why-should-you-care/) - Are you confused about the difference between small business bookkeeping & accounting? Here we break it down & explain why hiring a professional is a good idea. - [Taxability of Government Programs](https://ceterus.com/taxability-of-government-programs/) - We are quickly approaching the end of the year and now seems like a good time to quickly revisit the taxability of the various programs put in place by the federal, state and local governments as everyone starts to talk to their tax preparers about 2020 tax returns. Before we get into that, I ## Pages - [Home](https://ceterus.com/) - Get more time to your franchise. Get more time to grow your franchise. Managing your books with Ceterus has never been easier. Anytime, anywhere access & control App-based automation solutions No more back-and-forth emails schedule a demo Less time counting beans, more time making them. Franchisees See the future with absolute clarity and accuracy. Franchisors - [Careers](https://ceterus.com/careers/) - Join our team. We are innovating and growing. What fuels us? At Ceterus, we take our mission to deliver “customer happiness” seriously. And this focus serves as the unifying element in our workplace culture. We all win when we make our customers happy.That takes a team with a diversity of experiences, skills, and locations. We - [Referral Program](https://ceterus.com/referral/) - Customer Referral Program Refer your peers to Ceterus and receive a $500 cash referral bonus For every successful referral, we’ll send you a $500 Visa gift card as a “Thank You!” Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Referral First Name *Referral - [FAQs](https://ceterus.com/faq/) - Step-by-Step Instructions for Enabling Multi-Factor Authentication Please read the FAQ’s below then choose between the Authenticator App or Text Authentication to enable MFA Authenticator App Text Authentication Premium Addons Modal Box Title × Close Premium Addons Modal Box Title × Modal Box Content Close Modal Design Modal Header Content × Lorem ipsum dolor sit amet, - [Bookkeeping 101 Resource](https://ceterus.com/bookkeeping-101-resource/) - See our suite of tools and resources designed to support the financial well-being of your small business. Whitepapers WHITEPAPER Chapter 1 Undeposited Funds WHITEPAPER Chapter 2 Sales Tax WHITEPAPER Chapter 3 Inventory WHITEPAPER Chapter 4 Payroll Allocations WHITEPAPER Chapter 6 Accrued Tips WHITEPAPER Chapter 6 Fixed Assets WHITEPAPER Chapter 7 Intangible Assets WHITEPAPER Chapter 8 - [AAFS Thank You](https://ceterus.com/aafs-thank-you/) - Your seat is saved! Here’s What To Expect Next: Keep an eye on your inbox. We’ll send you a confirmation email with all the necessary details, including the webinar link and additional resources from our knowledgeable Financial Sensei. If you don’t spot our email, please check your spam folder – sometimes, the best insights can - [Ceterus Appoints Chad Schneider as Financial Controller to Elevate Customer Financial Success](https://ceterus.com/ceterus-appoints-chad-schneider-financial-controller-elevate-customer-financial-success/) - Ceterus, a leading franchise & small business accounting & tax services provider, welcomes Chad Schneider as a Financial Controller serving small business owners. - [Ceterus Strengthens Customer Commitment with the Appointment of Jackie White as Manager of Customer Success](https://ceterus.com/ceterus-strengthens-customer-commitment-with-appointment-jackie-white-as-manager-of-customer-success/) - Ceterus Strengthens Customer Commitment with the Appointment of Jackie White as Manager of Customer Success Experienced Leader Jackie White to Spearhead Client Engagement Initiatives North Charleston, NC – September 1, 2023 – Ceterus, a leading provider of small business accounting and tax solutions, proudly announces the appointment of Jackie White as the Manager of Customer - [Ceterus Enlists Wild Coffee Marketing as Fractional CMO to Fuel Brand Evolution and Market Expansion](https://ceterus.com/ceterus-enlists-wild-coffee-marketing-fractional-cmo/) - Ceterus Enlists Wild Coffee Marketing as Fractional CMO to Fuel Brand Evolution and Market Expansion Strategic Collaboration Amplifies Ceterus' Market Presence Among Franchise & Small Business Owners North Charleston, NC – March 13, 2023 – Ceterus, the trailblazing provider of clear financial insights, tech-enabled bookkeeping, and tax preparation services, announces a pivotal partnership with Wild - [Ceterus Welcomes Brian Harrelson as Manager of Accuracy and Quality Improvement](https://ceterus.com/ceterus-welcomes-brian-harrelson-manager-accuracy-quality-improvement/) - Ceterus Welcomes Brian Harrelson as Manager of Accuracy and Quality Improvement Strategic Appointment Strengthens Ceterus' Commitment to Operational Excellence and Client Care North Charleston, NC – August 8, 2023 – Ceterus, a leading provider of clear financial insights, tech-enabled bookkeeping, and expert tax preparation services, is excited to introduce Brian Harrelson as the latest addition - [AAFS](https://ceterus.com/aafs/) - Transform Your Financial Management for Business Growth Our Ask A Financial Sensei webinar series provides immediate solutions Ceterus is simplifying access to expert financial guidance, so you have one less thing to stress about and one more thing to help your business succeed. Best thing? It’s free. Transform Your Financial Management for Business Growth Our - [Contact Us](https://ceterus.com/contact-us/) - Contact Us Let’s connect! We’d love to hear about your business and how we can help. Name * First Last Email * Phone Business Name * Franchise Industry Industry Type Quick Service Restaurant Fitness Wellness Home Service Other If Other, Please Specify: How many locations do you own? Submit - [Contact Us - arc](https://ceterus.com/contact-us-arc/) - Contact Us Let’s connect. We’d love to hear about your business and how we can help. Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *PhoneBusiness Name *Franchise Industry Industry TypeQuick Service RestaurantFitnessWellnessHome ServiceOtherIf Other, Please Specify:How many locations do you own? Single-Unit FranchiseMulti-Unit - [Resources](https://ceterus.com/resources/) - Level up your franchise with powerful insider knowledge and financial know-how. Running a franchise or franchises takes strategy, focus, and the ability to adapt. Our blog is here to help guide you with practical insights on tax planning, bookkeeping, and financial performance. Think of it as a personal coach, helping you build financial strength, avoid - [Mobile Privacy Policy](https://ceterus.com/mobile-privacy-policy/) - Mobile Privacy Policy Last modified: April 1, 2026 1. IntroductionCeterus (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use the Ceterus Bookkeeping mobile application (“App”).2. Information We CollectWe collect information you provide directly when you:Connect financial accounts via third‑party - [About Us](https://ceterus.com/about-us/) - We stand behind our products, values and you. Accuracy is the foundation of everything we do. We pay attention to every detail to ensure the work is right, every time. Our solutions are built to make financials as efficient and seamless as possible for both our team and our customers. And while automation drives much of - [2026 Partners](https://ceterus.com/partners/) - Strategic Partnerships That Drive Franchise Success. Franchise/Franchisor Partners Payroll Partners Retirement/401k Planning - [Insights](https://ceterus.com/ceterus-for-franchisors/) - Making money means understanding how it’s made. Ceterus Insights delivers real-time, franchise-wide reporting and analytics so you can identify opportunities, ensure compliance, and guide your brand’s future with absolute clarity. Collect and map franchisee financials Analyze and consolidate Gives franchisees unparalleled insights schedule a demo Features Ceterus Insights turns your financial data into clear, actionable - [RESOURCES](https://ceterus.com/resources-archived/) - [Franchisees](https://ceterus.com/ceterus-for-franchisees/) - Because doing your books shouldn’t feel like doing time. Ceterus Bookkeeping is a franchise-focused software solution that automates your accounting and gives you real-time insights to grow faster. Eliminates receipt reconciliation Accurate, real-time financials & expert support More time to grow your franchise schedule a demo Features Ceterus Bookkeeping gives franchisees everything they need to - [Pricing](https://ceterus.com/pricing/) - Ceterus. Powering Profitable Growth. Smarter bookkeeping. Clearer insights. Financial clarity year-round. Bookkeeping Insights Tax Reliable financials. Real visibility. $399/mo Includes: Ceterus Bookkeeping Subscription QuickBooks Online Subscription Automated Bank, Credit Card, and POS Reconciliation Consolidated Profit & Loss, Balance Sheet & Cash Flow Statement Franchisor Accounting & Reporting Requirements Dedicated Accountant Support 1099 Management & Filing - [2026 Contact](https://ceterus.com/2026-contact-test/) - [Pricing](https://ceterus.com/pricing-old-2/) - One Location or Many - We've Got Your Books Covered Essential Bookkeeping Ceterus Partner Brand? Reach out to see if your franchise qualifies for special discounted pricing. Support that Scales $399/mo Includes:✔ Fast, Accurate Bookkeeping✔ Real-Time Financials✔ Actionable Financial Reports✔ Dedicated Accountant Support Multi-Location Bookkeeping Built for Larger Portfolios Call for Quote Includes Essential, Plus - [Ceterus for Franchisors](https://ceterus.com/ceterus-for-franchisors-old/) - Turning Franchisee Financial Data into Actionable Insights Designed to meet the needs of Franchisors: simplified collection, compliance reporting, and data exporting AI insights to help Franchisors and Franchisees improve operations and analyze financials faster Collection & ComplianceFranchisors can track franchisee submissionsConvenient notificationsAutomatic submission for Ceterus Bookkeeping usersSimple loading for QBO usersFlexible file import supported for - [Ceterus for Franchisees](https://ceterus.com/ceterus-for-franchisees-old/) - A Better Way to Get Your Books Done A Better Bookkeeping Experience See all of your locations’ financials in one appNo more emails from your bookkeeper about bank credentials or unknown transactionsEliminate accounting software costs Need to recategorize a transaction? You can do it instantly.Have a question? Leave a comment for your dedicated accountant to review. - [Home](https://ceterus.com/home-old/) - Simplifying Franchise Bookkeeping The simplest and most affordable way to get your books done. For Franchisors – An AI-powered solution to collect franchisee financials, ensure compliance, and deliver performance insights. See your financials anytime, anywhere with Ceterus Bookkeeping backed by a dedicated accountant who knows your franchise business. Franchisor reporting made simple with AI-driven data Two products to deliver the financials and insights behind them - [Ceterus Insights - Coming Soon](https://ceterus.com/ceterus-insights-coming-soon/) - [Contact Us Old](https://ceterus.com/contact-us-old/) - Tell us a little about your business HOW MANY LOCATIONS DO YOU OWN? Single-Unit FranchiseMulti-Unit Franchise FRANCHISE INDUSTRY Industry TypeQuick Service RestaurantFitnessWellnessHome ServiceOther IF OTHER, PLEASE SPECIFY BUSINESS NAME Next Your contact information FIRST NAME LAST NAME EMAIL ADDRESS PHONE NUMBER* WHAT BOOKKEEPING STRUGGLES CAN CETERUS HELP YOU SOLVE? (Choose all the apply) Franchise BookkeepingCorporate - [Pricing Old](https://ceterus.com/pricing-old/) - Simple Pricing Ceterus alleviates financial stress by delivering your core financials every month or period, along with offering a range of tax, additional reporting (including multi-unit consolidated reports), and bill pay services. ESSENTIAL BOOKKEEPING $ 499 / mo Modified Cash Accounting - Statements by the 20th - Anytime, Anywhere Access - Franchisor/Industry Reporting - Brand/Industry - [AA1 - Bookkeeping](https://ceterus.com/solutions/aa1-bookkeeping-copy/) - We do your financials 500,000+ financial reports delivered to more than 10,000 franchisee locationsPowered by our proprietary tech platform and reviewed by your trusted accountant, Ceterus delivers your core financials on time and on budget.Reconciled with your bank and according to franchisor standards, your financials give you the numbers you need. Benefits of Ceterus Bookkeeping - [Bookkeeping](https://ceterus.com/solutions/bookkeeping/) - We do yourfinancials Accurate.Affordable.Less hassle. Powered by our modern tech platform and reviewed by the experienced accountant assigned to you, Ceterus ensures your core financials are delivered accurately, on time, and within budget. Reconciled with your bank and aligned with franchisor standards, your financials provide the essential numbers you need to succeed. Maximize Access. Minimize Hassle. - [Thank You](https://ceterus.com/thank-you/) - Thank You for Choosing Ceterus Our commitment to delivering bookkeeping and tax preparation services that are accurate and on time - every time - is unwavering. Within the next 24 business hours, you’ll hear from us, ready to help you get started. We’ll address your accounting pain points and discuss how our straightforward bookkeeping solutions - [Wellness](https://ceterus.com/industries/wellness/) - Industry Focus Wellness Where we got started with franchise bookkeeping Over the past 10 years, we have done the books for more than 1,000 Wellness franchise locations.As a partner to many of the largest Wellness franchisors, we understand the best way to set up your books to provide you with the financial perspectives to help - [Tax](https://ceterus.com/solutions/tax/) - We can do your taxes too Managing taxes for franchisees can be complex, but with Ceterus, it doesn’t have to be. As experts in franchise bookkeeping and financial reporting, we provide a full range of tax solutions. Available to our bookkeeping customers, our tax solutions are tailored specifically for single and multi-location franchise owners.By focusing - [Fitness](https://ceterus.com/industries/fitness/) - Industry Focus Fitness Our fastest-growing segment From memberships to labor tracking, we know this segment really well. Whether you are a single unit owner or have multiple locations, we know how to prepare your books that fuel the insights you need Financial fitness is our goal Franchisor Chart of Accounts Having worked with so many Fitness - [Home-Services](https://ceterus.com/industries/home-services/) - Industry Focus Home Service We help you keep your financial home in good shape An emerging industry for us, we’d love to simplify your Home Service business bookkeeping. We are expanding our customer base in the franchise Home Service industry, and our range of customers confirms that our automated platform delivers the best financials, most - [Quick Service Restaurant](https://ceterus.com/industries/quick-service-restaurant/) - Industry Focus Quick Service Restaurant One of our specialties! More than 40 QSR franchise concepts have trusted Ceterus with their bookkeeping.We know there are important differences in bookkeeping for the QSR industry, and whether you are serving burgers, bowls, doughnuts, subs, or slices, Ceterus knows how to track your financials. Quick Service Restaurants get Full - [Other Features](https://ceterus.com/solutions/other-features/) - More options available A range of add-on services to make the lives of franchisees easier Compliance and Bill Pay frequently come up as ancillary solutions our franchisee customers need.Because of our intimate knowledge of the financials, we are in a good position to efficiently deliver for compliance reporting and Bill Pay. Remove compliance reporting from - [Bill Pay](https://ceterus.com/solutions/bill-pay/) - Simplify how you pay your bills As a small business owner, your time is precious. Save time with our streamlined bill pay process. Talk to an Expert Benefits of Ceterus Bill Pay Ceterus Bill Pay is an add-on service that uses BILL to manage your bills. Our BILL Manager works with you weekly to process - [Other-Franchise-Concepts](https://ceterus.com/industries/other-franchise-concepts/) - Industry Focus Other Franchise Concepts Our automation drives efficiency and accuracy across many concepts.Single and multi-unit owners across franchise concepts in pet care, education, and retail are current customers, and we are always looking to partner with emerging franchise businesses. Revenue, expenses, debts, employees, assets, investors…we get it Franchisor Chart-of-Accounts Having worked with so many - [Other Franchise Concepts-archive](https://ceterus.com/industries/other-franchise-concepts-archive/) - Industry Focus Other Franchise Concepts Talk to us about your concept. Chances are we are a fit. Our automation drives efficiency and accuracy across many concepts. WHO WE WORK WITH How We Help You Grow Fitness and wellness franchises have a unique model with multiple revenue streams, ranging from memberships and packages to a la - [Home Services-archive](https://ceterus.com/industries/home-services-archive/) - Industry Focus Home Service We help you keep your financial home in good shape An emerging industry for us, we’d love to simplify your bookkeeping WHO WE WORK WITH How We Help You Grow Fitness and wellness franchises have a unique model with multiple revenue streams, ranging from memberships and packages to a la cart - [Fitness-archive](https://ceterus.com/industries/fitness-archive/) - Industry Focus Fitness Our fastest growing segment From memberships to labor tracking, we know this segment really well Premium Addons Video Test × Close Financial fitness is our goal Franchisor Chart-of-Accounts Having worked with so many QSR concepts, we know how important getting the COA right is. Not only are we experts at this, our - [Wellness-archive](https://ceterus.com/industries/wellness-archive/) - Industry Focus Wellness Where we got started with franchise bookkeeping Over the past 10 years, we have done the books for more than 1,000 Wellness franchise locations. We understand your business. Running a business is tough, especially when you’re passionate about helping others. We understand that profitability is important to keep your doors open. Let - [Tax-backup2](https://ceterus.com/solutions/tax-backup2/) - We can do your taxes too We understand that taxes for franchisees are complicated. We are experts. For our bookkeeping customers, we offer a full range of tax solutions relevant to single or multi-location franchisees.With our year-round focus on your financials, we are able to plan to minimize your current and future tax obligations. Using - [Tax-backup](https://ceterus.com/solutions/tax-backup/) - Reduce your tax burden and remove stress from your tax vocabulary. Year-round planning linked to your financial results leads to reducing your tax obligations. Talk to an Expert Maximize Your Savings with Ceterus Tax Our top-of-the-line technology and team of tax experts will ensure you save money on your taxes while remaining fully compliant with - [Other Franchise Concepts - Backup](https://ceterus.com/industries/other-franchise-concepts-backup/) - Grow your one location or go beyond with stronger financial insights We keep the financial side of your business in good health with dedicated experts who understand the nuances of your industry. Talk to an Expert WHO WE WORK WITH How We Help You Grow Fitness and wellness franchises have a unique model with multiple - [FAQs - Copy](https://ceterus.com/faqs-copy-2/) - Step-by-Step Instructions for Multi-Factor Authentication Please read the FAQ’s below then choose between the Authenticator App or Text Authentication to enable MFA Authenticator App Text Authentication What is Multi-Factor Authentication (MFA)?Multi-factor authentication is an authentication method in which a computer/mobile user is granted access only after successfully presenting two or more pieces of evidence to - [FAQs - Duplicate - [#10671]](https://ceterus.com/faqs-duplicate-10671/) - Step-by-Step Instructions for Doug Multi-Factor Authentication Please read the FAQ’s below then choose between the Authenticator App or Text Authentication to enable MFA Authenticator App Text Authentication What is Multi-Factor Authentication (MFA)?Multi-factor authentication is an authentication method in which a computer/mobile user is granted access only after successfully presenting two or more pieces of evidence - [FAQs - Copy](https://ceterus.com/faqs-copy/) - Enabling Multi-Factor Authentication Please read the FAQ’s below then choose between the Authenticator App or Text Authentication to enable MFA Authenticator App Text Authentication What is Multi-Factor Authentication (MFA)?Multi-factor authentication is an authentication method in which a computer/mobile user is granted access only after successfully presenting two or more pieces of evidence to an authentication - [Privacy Policy](https://ceterus.com/privacy-policy/) - Privacy Policy Last modified: July 3, 2024 IntroductionCeterus, Inc. (“Company” or “We”) respect your privacy and are committed to protecting it through our compliance with this policy (this “Policy”).This Policy describes the types of information we may collect from you or that you may provide when you visit https://ceterus.com/ (our “Website”), or use our apps, products, services and - [Healthcare](https://ceterus.com/industries/healthcare/) - It’s vital to have a strong grasp of your financial data Whether you are a pharmacist, dentist, optometrist, or chiropractor, we have you covered. We'll help optimize your financial performance and reporting with timely and accurate books, equipping you with the details you need to make informed decisions about your business. Talk to an Expert - [Performance Management](https://ceterus.com/solutions/performance-management/) - Stop playing guessing games with your finances. Unlock the power of informed financial decisions with Ceterus - with easy anytime, anywhere access of your revenue, expense, and cash flow, you can optimize your performance with confidence and say goodbye to financial surprises forever! Talk to an Expert Optimize Your Financial Performance Our technology-driven expert analysis - [Security](https://ceterus.com/security/) - Security and data confidentiality is not an afterthought at Ceterus. It’s an integral part of our everyday operations. We take our responsibility to safeguard the confidentiality of your data seriously. Carefully designed systems, policies, and procedures have been implemented with that responsibility in mind. Built with a strong security culture Security awareness is part of - [Retail](https://ceterus.com/industries/retail/) - There’s a reason it’s called retail therapy, not accounting therapy Tap into your zen. Bringing clarity around your financial performance means less risk with Ceterus. We’re the experts who understand the retail landscape. Talk to an Expert We Know Retail Accounting Sometimes, you need to delegate like a boss. Not only does it free up - [Financial Reporting](https://ceterus.com/solutions/financial-reporting/) - We keep your financials on track. You take care of the rest. Empowering business owners and their management teams with accurate and on-time financial reporting. Talk to an Expert Timely and Accurate Financial Reporting Gain clear and accurate information about your financial position, performance, and cash flows to make informed decisions about your business. Income - [Small Business](https://ceterus.com/industries/small-business/) - Let our expert team handle your books while you handle your boss moves Talk to an Expert We Remove the Hassle for You Say goodbye to manual bookkeeping, taxes and bill pay, and hello to more time to focus on growing your business. Ceterus works with your current POS and payroll providers to take work - [Franchise](https://ceterus.com/industries/franchise/) - We know what it takes to grow your franchise business From your first location and beyond. Talk to an Expert Unleash the success of your franchise One solution to meet all of your financial needs from bookkeeping to taxes and beyond. Your peace of mind is our priority! Financial StatementsP&L and Balance Sheets in a - [Compliance Reporting](https://ceterus.com/solutions/compliance-reporting/) - Keep your business in good standing Maintain healthy financial relationships with investors, franchisors, and other stakeholders with Ceterus compliance reporting. Talk to an Expert Remove compliance reporting from your job description Reporting to investors, partners, franchisors, governments, and lenders is what we do. Investor and Lender Reporting Deliver timely and accurate investor and partnership financials - [Download App](https://ceterus.com/download-app/) - The power of technology in the palm of your hand On the go? Take charge with our mobile app. You’ll gain the edge by putting the power of Ceterus right at your fingertips. Anytime, anywhere financial management Keep a close eye on your business finances, no matter where you are with Ceterus Edge for mobile! - [Terms and Conditions](https://ceterus.com/terms-and-conditions/) - Terms and Conditions Date of Last Revision: January 1, 2021 THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF OUR SERVICES.BY ACCEPTING THIS AGREEMENT, EITHER BY EXECUTING THIS AGREEMENT OR AN ORDER FORM THAT REFERENCES THIS AGREEMENT, YOU AGREE TO THE TERMS OF THIS AGREEMENT. IF YOU ARE ENTERING INTO AN ORDER FORM AND THIS AGREEMENT - [Press/Awards](https://ceterus.com/press-awards/) - See why Ceterus is the talk of the town Welcome to our Press and Awards page, where we’ve collected all the shiny trophies, framed certificates, and glittering accolades that make our hearts skip a beat! We’re thrilled to share our victories with you and to bask in the warm glow of recognition. So come on - [Schedule Consultation](https://ceterus.com/schedule-consultation/) - [Testimonials](https://ceterus.com/testimonials-2/) - [Support](https://ceterus.com/support/) - [Whitepapers](https://ceterus.com/whitepapers/) - Chapter 1 WHITEPAPER Undeposited Funds Download - [Testimonials](https://ceterus.com/testimonials/) - [INDUSTRIES](https://ceterus.com/industries/) - [SOLUTIONS](https://ceterus.com/solutions/) ## My Templates - [main header](https://ceterus.com/?elementor_library=main-header) - Content Area - [Blog Page](https://ceterus.com/?elementor_library=blog-page) - Blog Page May 9, 2023 You’ve dedicated years to building your business. You know every detail of your operations, your customers, and your team. Yet for many owners, planning an exit feels distant or unnecessary. The truth is that a future-focused exit plan isn’t optional—it’s essential. Without one, you risk leaving money on the table - [New Footer](https://ceterus.com/?elementor_library=new-footer-2) - Content Area - [Feature-Test-2](https://ceterus.com/?elementor_library=feature-test-2) - Multi-Location Visibility eliminating manual transaction coding and human error Dedicated Accountant Support including P&L, balance sheet, and cash flow statement Peer Benchmarking adjust categorizations giving you complete control - [Feature-Test-1](https://ceterus.com/?elementor_library=feature-test-1) - Automated Bookkeeping eliminating manual transaction coding and human error 24/7 On-Demand Financials including P&L, balance sheet, and cash flow statement Blockers minimize what needs attention making your month-end close smooth, accurate, and on time - [Feature Slider](https://ceterus.com/?elementor_library=feature-slider) - Automated Bookkeeping eliminating manual transaction coding and human error 24/7 On-Demand Financials including P&L, balance sheet, and cash flow statement Smart Transaction Controls adjust categorizations and leave notes so your financials always reflect reality Multi-Location Visibility to view performance across every location in one place, instantly Dedicated Accountant Support Complete the layout with your brand’s - [Pricing Tabs](https://ceterus.com/?elementor_library=pricing-tabs) - Smarter Financials, Clearer Decisions, Priced for Your Growth Essential Accounting Solution ADD-ONS Essential Accounting Solution $399/month Accounting Basis – Modified Cash Financial Statement Delivery Date – 20th What's included: Ceterus Bookkeeping Subscription Dedicated Accountant Franchisor Reporting Requirements Financial Insights & Brand Benchmarks Automated Bank, Credit Card, and POS Reconciliation 1099 Management & Filing Schedule a demo - [Header Test](https://ceterus.com/?elementor_library=header-test) - Content Area - [Katka Logistics Home](https://ceterus.com/?elementor_library=katka-logistics-home) - Katka logistics Your No.1 partner in logistics Would you like us to call you? Name Phone Get started our services Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Service #1 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, - [Carousal For Under Constructions-3](https://ceterus.com/?elementor_library=carousal-for-under-constructions-3) - [Carousal For Under Constructions-1](https://ceterus.com/?elementor_library=carousal-for-under-constructions-1) - [Carousal For Under Constructions-2](https://ceterus.com/?elementor_library=carousal-for-under-constructions-2) - [pricing page stage](https://ceterus.com/?elementor_library=pricing-page-stage) - One Location or Many - We've Got Your Books Covered Essential Bookkeeping Ceterus Partner Brand? Reach out to see if your franchise qualifies for special discounted pricing. Support that Scales $399/mo Includes:✔ Fast, Accurate Bookkeeping✔ Real-Time Financials✔ Actionable Financial Reports✔ Dedicated Accountant Support Multi-Location Bookkeeping Built for Larger Portfolios Call for Quote Includes Essential, Plus - [Pricing page bkup](https://ceterus.com/?elementor_library=pricing-page-bkup) - One Location or Many - We've Got Your Books Covered Essential Bookkeeping Ceterus Partner Brand? Reach out to see if your franchise qualifies for special discounted pricing. Support that Scales $499/mo Includes:✔ Fast, Accurate Bookkeeping✔ Real-Time Financials✔ Actionable Financial Reports✔ Dedicated Accountant Support Multi-Location Bookkeeping Built for Larger Portfolios Call for Quote Includes Essential, Plus - [New header](https://ceterus.com/?elementor_library=new-header) - FRANCHISEE FRANCHISOR PRICING RESOURCES Resources Partners About Us Referral Program Careers FRANCHISEE FRANCHISOR PRICING RESOURCES Resources Partners About Us Referral Program Careers 1-800-571-6119 - [Default Kit](https://ceterus.com/?elementor_library=default-kit) - [Main footer](https://ceterus.com/?elementor_library=main-footer) - Content Area - [New Footer](https://ceterus.com/?elementor_library=new-footer) - Content Area - [old logo scroll](https://ceterus.com/?elementor_library=old-logo-scroll) - [header backup (8-1)](https://ceterus.com/?elementor_library=header-backup-8-1) - FRANCHISEE FRANCHISOR PRICING RESOURCES Resources Partners About Us Referral Program Careers FRANCHISEE FRANCHISOR PRICING RESOURCES Resources Partners About Us Referral Program Careers 1-800-571-6119 - [Elementor Loop Item #14558](https://ceterus.com/?elementor_library=elementor-loop-item-4) - [Elementor Loop Item #14507](https://ceterus.com/?elementor_library=elementor-loop-item-3) - [Elementor Loop Item #14102](https://ceterus.com/?elementor_library=elementor-loop-item-2) - Future-Focused Exit Planning: How to Protect and Maximize the Value of Your Business The Hidden Costs of Managing Shared Expenses Franchise KPIs: Track, Benchmark, and Grow with Ceterus IRS Audits: What Franchise Business Owners Need to Know From Data to Decisions: Turning Insights into Action Smarter Reporting for Multi-Unit Owners - [bookkeeping section](https://ceterus.com/?elementor_library=bookkeeping-section) - THE MOST COMMON POINT-OF-SALE, PAYROLL, AND OTHER RELATED TECHNOLOGY SOLUTIONS - [bookkeeping slider](https://ceterus.com/?elementor_library=bookkeeping-slider) - We do yourfinancials Accurate.Affordable.Less hassle. Powered by our modern tech platform and reviewed by the experienced accountant assigned to you, Ceterus ensures your core financials are delivered accurately, on time, and within budget. Reconciled with your bank and aligned with franchisor standards, your financials provide the essential numbers you need to succeed. Maximize Access. Minimize Hassle. - [Elementor Loop Item #12674](https://ceterus.com/?elementor_library=elementor-loop-item) - [Webinar Popup](https://ceterus.com/?elementor_library=webinar-popup) - Content Area - [Blog Listing](https://ceterus.com/?elementor_library=blog-listing) - From the starting line to finish line: Our blogs train you for financial success Managing a small business or franchise is like running a marathon. It requires careful planning, strategic thinking, and the ability to adapt to changing conditions. Our blog page is your personal trainer, providing you with the latest insights and advice for ## News - [Ceterus Appoints Chad Schneider as Accountant to Elevate Customer Financial Success](https://ceterus.com/news/ceterus-appoints-chad-schneider-as-financial-controller-to-elevate-customer-financial-success/) - PRESS RELEASE - [Ceterus Strengthens Customer Commitment with the Appointment of Jackie White as Manager of Customer Success](https://ceterus.com/news/ceterus-strengthens-customer-commitment-with-the-appointment-of-jackie-white-as-manager-of-customer-success/) - PRESS RELEASE - [Ceterus Unveils "Ceterus Insights," Revolutionizing Financial Management and Insight for Franchise Brands](https://ceterus.com/news/ceterus-unveils-ceterus-insights-revolutionizing-financial-management-and-insight-for-franchise-brands/) - FOR IMMEDIATE RELEASE Ceterus Unveils “Ceterus Insights,” Revolutionizing Financial Management and Insight for Franchise BrandsCHARLESTON, SC – August 7, 2025 – Ceterus, a leader in providing comprehensive bookkeeping and financial reporting solutions for franchisees, today announced the upcoming full production release of Ceterus Insights, an innovative new product designed to empower franchise brands with unparalleled financial - [Ceterus Enlists Wild Coffee Marketing as Fractional CMO to Fuel Brand Evolution and Market Expansion](https://ceterus.com/news/ceterus-enlists-wild-coffee-marketing-as-fractional-cmo-to-fuel-brand-evolution-and-market-expansion/) - PRESS RELEASE - [Ceterus Welcomes Brian Harrelson as Manager of Accuracy and Quality Improvement](https://ceterus.com/news/ceterus-welcomes-brian-harrelson-as-manager-of-accuracy-and-quality-improvement/) - PRESS RELEASE - [Ceterus Raises $4.2 Million to Provide "Bookkeeping as a Service" for Franchise Owners](https://ceterus.com/news/press-release-18/) - PRESS RELEASE - [Ceterus Announces New Headquarters in Charleston, SC](https://ceterus.com/news/press-release-17/) - PRESS RELEASE - [Ceterus Raises $6M to Expand Automated Accounting and Benchmarked Reporting for Small Business](https://ceterus.com/news/press-release-16/) - PRESS RELEASE - [Ceterus Announces Office Expansion](https://ceterus.com/news/press-release-15/) - PRESS RELEASE - [Ceterus Acquires Quick-Service Restaurant-Focused Accountancy](https://ceterus.com/news/press-release-14/) - PRESS RELEASE - [Ceterus Enhances SaaS Accounting Solution with Forecasting Functionality to Help Franchise Business Owners Project Revenue](https://ceterus.com/news/press-release-13/) - PRESS RELEASE - [Ceterus Raises $10 Million Series B to Provide Entrepreneurs with AI-Driven Financials and Benchmarked Industry Data](https://ceterus.com/news/press-release-12/) - PRESS RELEASE - [Orangetheory Franchisee of the Year Featured on Ceterus Podcast Series](https://ceterus.com/news/press-release-11/) - PRESS RELEASE - [Ceterus Adds Experienced Leadership with New Chief Operations Officer Liam McElhone](https://ceterus.com/news/press-release-10/) - PRESS RELEASE - [Ceterus Unveils Ceterus Edge for Restaurants to Support Accounting Needs of Franchise Restaurant Owners](https://ceterus.com/news/press-release-9/) - PRESS RELEASE - [Ceterus Automates More Than 10 Million Financial Transactions in 2018 for Small Business and Franchise Entrepreneurs](https://ceterus.com/news/press-release-8/) - PRESS RELEASE - [LBA Haynes Strand, PLLC Partners with Ceterus to Automate Dental Practice Accounting](https://ceterus.com/news/press-release-7/) - PRESS RELEASE - [Ceterus Announces Participation in Multi-Unit Franchising Conference](https://ceterus.com/news/press-release-6/) - PRESS RELEASE - [Ceterus seals $9M funding round, brings total to $30M](https://ceterus.com/news/press-release-5/) - PRESS RELEASE - [Accounting Technology Firm Ceterus Announces Launch of Ceterus for Dental CPAs](https://ceterus.com/news/press-release-4/) - PRESS RELEASE - [Accounting Technology Firm Ceterus Releases COVID-19 Dental Financial Impact Study](https://ceterus.com/news/press-release-2/) - PRESS RELEASE - [Ceterus Announces Upcoming Release of New 1099 Manager](https://ceterus.com/news/press-release/) - PRESS RELEASE - [Ceterus Introduces Affordable Bookkeeping and Tax Solutions For Small Businesses](https://ceterus.com/news/press-release-3/) - PRESS RELEASE ## Awards - [Ceterus Named to List of Fastest-Growing Companies in S.C. for the Second Year in a Row](https://ceterus.com/awards/ceterus-named-to-list-of-fastest-growing-companies-in-s-c-for-the-second-year-in-a-row/) - AWARD - [Ceterus Named One of South Carolina's Best Places to Work](https://ceterus.com/awards/award-10/) - AWARD - [Ceterus Named Among South Carolina’s Best Places to Work](https://ceterus.com/awards/award-9/) - AWARD - [Ceterus Named One of America's Fastest Growing Companies](https://ceterus.com/awards/award-8/) - AWARD - [2019 Best Tech Startups in Charleston](https://ceterus.com/awards/award-6/) - AWARD - [Top Best Tech Startups in South Carolina](https://ceterus.com/awards/award-7/) - AWARD - [Ceterus Named Among Fastest Growing Companies in America for Third Consecutive Year](https://ceterus.com/awards/award-5/) - AWARD - [Ceterus Honored for Innovative Mobile App, Wins 3 Categories in 2019 Mobile Star Awards](https://ceterus.com/awards/award-3/) - AWARD - [Ceterus Named To List of Fastest-Growing Companies in S.C.](https://ceterus.com/awards/award-2/) - AWARD - [Ceterus Appears on the Inc. 5000 list for 4th Consecutive Year](https://ceterus.com/awards/award/) - AWARD ## Brand Logos - [Anytime Fitness](https://ceterus.com/brand_logos/anytime-fitness/) - [Jimmy John's Brand Logo](https://ceterus.com/brand_logos/jimmy-johns-brand-logo/) ## Categories - [Uncategorized](https://ceterus.com/category/uncategorized/) - [Ceterus](https://ceterus.com/category/bookkeeping/) - [CPA](https://ceterus.com/category/cpa/) - [Taxes](https://ceterus.com/category/taxes/) - [COVID-19](https://ceterus.com/category/covid-19/) - [Entrepreneurs](https://ceterus.com/category/entrepreneurs/) - [Case Study](https://ceterus.com/category/case-study/) - [Accounting & Bookeeping](https://ceterus.com/category/accounting-bookeeping/) - Discover expert accounting and bookkeeping services tailored for your business needs. Our seasoned professionals ensure accurate financial records, tax compliance, and strategic financial management. Partner with us for reliable, transparent, and efficient financial solutions. - [Charleston Tech](https://ceterus.com/category/charleston-tech/) - [Franchise](https://ceterus.com/category/franchise/) - [Small Business](https://ceterus.com/category/small-business/)