Finding and Retaining High-Value Clients

Your Most High-Value Client may be a Surprise We know and it’s pretty common knowledge that acquiring a new customer is exponentially more expensive than retaining a current customer. Forbes has even done a study about the cost specifics. Keep this in mind as...

Two Key Changes to 2020 Tax Laws

Tax laws are ever-changing. This is not new, and keeping up with the changes is enough to make your head spin. This year the changes bring good news to those who want to spend less and save more money in 2020.  The IRS has made revisions in two places, making it...

4 Financial KPI’s to Never Ignore

It’s the new year, and you have set some new or revised goals for your business. Excellent! Now what? How do I know if I am headed in the right direction? What information will help me course correct or tell me I am on the right path? Key Performance Indicators, or...

7 Tax Season Tips to Survive and Thrive in 2020.

The holidays are winding down, the decorations are getting put away, and you are recovering from your food/sugar coma. January is here, and any CPA (or the loved one of a CPA) you know this means you are headed into tax season (insert doom music here). There is no...

Creating a Small Business Budget

Budget, it’s not a four-letter word, but to some people, it may as well be. You work hard and spend hours gathering the expected and unexpected costs of running a business, then add in potential income, and finally create a budget. Then only to struggle (and most...

3 Red Flags That Get Attention From The IRS

 How to get an Audit for your Small Business The dreaded A- Word!!!! AUDIT!!! While audits for small businesses are less frequent than audits for individuals and large corporations, they are most certainly on the rise. Audits can be scary, time-consuming, and...