Executive Summaries

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Accounting & Bookkeeping

Maximizing Your Return on Investment With Your Accountant

This article is focused on how to minimize your investment and receive the exact information you need from your accountant via two key strategies: Minimizing ...
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Accounting & Bookkeeping

The Critical Drivers on Your Accounting Dashboard

When running a small business, there are a lot of critical numbers to know that’ll help you make better business decisions. While many KPIs (Key ...
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Accounting & Bookkeeping

Ensuring a Solid Reporting System

In a previous article, we discussed creating a fundamentally sound reporting system. In this article, we’ll expand on that by focusing on having a proper ...
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Accounting & Bookkeeping

Building Your Accounting Team

For your business’ accounting needs, knowing what services you need and how to set up your operational systems is the foundation of receiving accurate and ...
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Accounting & Bookkeeping

Communicating the Numbers to the Owner

Recently in one of our workshops, an internal bookkeeper asked us: “How do I communicate to the owner the importance of these financial numbers? How ...
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Tax Strategy

As a Business Owner, How Do I Pay Myself?

The method by which you get money out of your business depends on the type of entity you are registered as with the IRS. Here, ...
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Tax Strategy

7 Tax Strategies Blueprint

When we review a tax return, several factors can be considered to consider potential tax strategies you may be able to utilize and possible strategies ...
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Essential SeriesGrowth & GoalsNumbers

6 Essentials to Bank Financing

Recently while talking business with a banker, we discussed three items that could help people looking for help presenting their financial information to the bank. ...
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Accounting & Bookkeeping

What Are My Responsibilities as an Internal Bookkeeper?

Recently, a client of ours hired a new internal bookkeeper. This new employee asked us during onboarding what they needed to do each day, as ...
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