Oct 05 Uncovering Customer Needs & Wants When you are in business, it’s understandable that you want to make sales. You have to make sales to make a profit and pay your employees, overhead, etc. Most customers, when they come to you, have certain needs. In our case, it might be a tax return or accounting, or an audit, for example. And […] Read more
Sep 21 Try Listening for a Change I got an email this morning that was so frustrating. Let me give you some context. My payroll company also handles our company 401(k). My annual Form 5500 is due, so they sent me an email with the instructions to login and submit the pre-populated Form 5500. Easy enough, right? I went in to file […] Read more
Sep 16 Opportunity Zone Funds – A Legal Way to Pay No Capital Gains Taxes? The Trump Tax Law created a new type of investment vehicle called an Opportunity Zone Fund. An Opportunity Zone is an economically distressed community that is designated as such by a state, and then certified by the Secretary of the US Treasury. The purpose of these Funds is to spur economic development and job creation […] Read more
Feb 23 Do You Need A CPA To Prepare Your Tax Return? Do you really need a CPA to prepare your tax return or should you just do it yourself? Hey, I don’t mean to cut down on our business by any means, but if you can do your taxes yourself and you don’t mind doing them, then why would you spend money on a CPA? I’m […] Read more
Jan 25 Why Bookkeeping Is Vital… I can’t think of anything more boring for a business owner than bookkeeping! I don’t know many small business owners who really enjoy doing it. But bookkeeping is deceiving. It’s deceiving because it is so essential to your success – and not just entering numbers wherever you want, but having your bookkeeping done right. And […] Read more
Jan 08 Do you need a strategic CFO? Critical Questions to Consider: Does your company think Strategic? Do you know what it means to be Strategic? Have you thought about what you want your Company to look like in 5, 15, 30 years? Have you thought about what you want to be doing in 5, 15, 30 years? Do you want your company […] Read more
Jan 01 New 2013 Taxes You May Not Know About It’s the start of a new year, and the next few months mean a lot of long hours for us. Tax season 2014 has officially started… As you prepare your taxes this year, or if you have your tax returns prepared by someone, you may notice a couple of tax changes that took effect in […] Read more
Dec 21 Was Your Business Profitable in 2013? I cringe when I ask business owners how their business did for the year and they say “Well, I’ll know when my CPA does my tax return” or “Well, I have money in the checking account…” Seriously? That’s pretty sad. I was in training all day yesterday on business metrics and why you should track them. […] Read more
Dec 14 Last Minute 2013 Tax Moves Well, we are bearing down on December 31st, and in our world that means more than just holiday parties and gifts. To us, it’s the last chance for you to do any tax planning before year-end. Not to beat a dead horse, but if you wait until after year-end, your options become really limited. So, […] Read more