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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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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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Cartoon businessman character hand holding a metal safe. 3d illustration. Accounting & BookkeepingNumbers

Protecting Your Financial Security and Wealth

With cyber security being increasingly important, we have listed a few tips to safeguard your financial information and online accounts.   Here is a link ...
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Essential SeriesNumbers

Managing Inflation as a Small Business: Event Resources

  Resources From Today: Workshop Handout click here HANDOUT Article: How bad is inflation click here Recession History In Years and Duration click here Warren ...
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leadership Growth & Goals

Goal Setting Tips for the 2nd Half of 2022

“It’s how you play the second half” ~ Keith Cunningham. The first half of the year is over. It’s halftime, and you’re in the locker ...
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