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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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Accounting & Bookkeeping

3 Tips to Successful Onboarding With Your Accountant

When it’s time to bring a new accountant onto your team, follow these three guidelines to foster a smooth onboarding process.  1. Monthly Cash Flow ...
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Accounting & BookkeepingTax Strategy

Cultivating an Audit Trail for Business Deductions

When tracking deductions for operating a vehicle while on the job, it’s either counted by mileage rate or expenses. Below, we discuss how to record ...
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Tax Strategy

Do I Need to Make Quarterly Estimated Tax Payments?

This question often arises for new business owners who either know their business is going to be more profitable this year than last or will ...
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Accounting & BookkeepingEssential SeriesNumbers

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

Let’s explore the different parts of your accounting system, how all the pieces come together and how you can design an accounting system to best ...
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reviews Customer ServiceEssential Series

Strategies for Obtaining Google Reviews

Google reviews are essential for prospects looking for background information. Having an abundance of Google reviews give them an overall feel of what you do ...
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Data protection concept. Credit card check and software access data as confidential. Can use for web banner, infographics, hero images. Flat isometric illustration isolated on white background. Accounting & BookkeepingEssential SeriesTax Strategy

Key steps for monitoring your personal credit reports

With our world being more inter-connected with technology and identify theft becoming more prevalent, monitoring your personal information for potential fraud is vital. Below are ...
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