The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take steps that will help you fund the retirement you desire. Here are five things to consider. 1. Establish Your 2023 Retirement Plan First, a question: do you have your (or your corporation’s) retirement plan in place? […]
We’ve had many clients over the years come to us from big CPA firms. Many of them tell us they knew they didn’t need the services of a big CPA firm, but they didn’t know who else to go to. As small business owners, Kelly and I understand what it takes to run one, and […]
Mistakes happen, and sometimes they’re hard to avoid. However, many common accounting mistakes are easily avoidable. We wanted to share some of these with you and give you some tips on how to avoid them. Data Entry Errors One of the most common accounting errors in any business is related to data entry, and yet, […]
Continuing our series Breaking Down the American Rescue Plan Act, we’ll be going over the changes made to the Shuttered Venue Operators Grant (SVOG). This program was established under the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act, and it was amended by the American Rescue Plan Act. Let’s walk you through it. […]
“I’m a new business, I can’t afford an Accountant.”—Mistakes will cost you more. One thing I often hear from prospective clients is that accounting services are too expensive and that they’d rather manage their own accounting than dole out hefty amounts of money to an accountant. Here’s the problem with doing your own accounting: it […]
We are sure you would like to just fill out a form and get a quote. Your time is valuable and we respect that. Instead of just giving you a quote without understanding your needs, we would like to schedule a no-obligation 15-minute discovery meeting with you to get to know you and understand your needs. After we meet, we can custom tailor the best solution for you.
Or schedule a meeting directly!