Our Insights and Guides
Our insights offer more detailed articles and explanations on accounting, bookkeeping, payroll, and tax services topics for individuals and small businesses alike. Get our unique perspective, informed by our decades of combined experience.
Our accounting resources, bookkeeping resources, and tax guides are helpful PDFs with tools and overviews that can help you get the most out of our partnership. If what you’re looking for isn’t here, let us know. We’re happy to help you get the information you need.

Industry Insights
Find helpful information about taking control of your — or your company’s — finances by browsing our industry insights. With articles on accounting, bookkeeping, payroll, and tax services, we have something for everyone.
Construction and remodeling companies face constant financial pressures—from unpredictable cash flow to complex tax regulations. This article explores how Virtual CFO services from KeyLin Advisors help these businesses scale by improving project profitability, stabilizing cash flow, planning strategic growth, and navigating industry-specific financial challenges.
Discover proven bookkeeping strategies tailored specifically for home remodeling companies. This guide addresses unique industry challenges like project expense tracking, subcontractor management, and cash flow volatility, offering practical solutions to improve profitability and business stability even during market fluctuations.
In this guide, we’ll explore five of the most frequent accounting mistakes small businesses make and provide practical solutions to help you avoid them. By identifying these bookkeeping errors early, you can keep your business financially stable and avoid costly complications down the road.
Whether you’re just getting started or looking to refine your processes, this guide will walk you through the essentials of startup bookkeeping.
As a digital agency owner, managing your finances and taxes can often feel overwhelming, but with the right knowledge, you can navigate this process with ease.
Learn everything your business needs to know about Beneficial Ownership Information (BOI) reporting, including who needs to file, key steps, and deadlines to stay compliant. Stay ahead with our expert guide.