4 Financial KPI’s to Never Ignore

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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.

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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

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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

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 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...

How to bring clients into the 21st Century

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Everyone has at least one of these clients. Utterly uninterested in new technology or pretty much anything from the 21st century. They love their shoebox of receipts, their paper ledgers, and manual calculators and want to stick to using them. Their love of the...