For tax professionals, the tax season ends on October 15. Its proximity to Halloween can make the deadline feel spooky. This 2020 tax season has several hidden aspects that can be either a trick or a treat.

For tax professionals, the tax season ends on October 15. Its proximity to Halloween can make the deadline feel spooky. This 2020 tax season has several hidden aspects that can be either a trick or a treat.
Are you prepared to lose 5% of your annual revenue to fraud? That's the amount Certified Fraud Examiners (CFEs) estimate is annually lost in the 2020 Report to the Nations issued by the Association...
As professionals, we frequently throw around words forgetting that we're speaking in code or industry jargon. A new-ish term in the financial world is Fractional CFO (Chief Financial Officer). Huh?...
Our new clients often tell us that they want more than a transaction-based relationship with their CPA. Their old relationship felt one-sided and ended with a tax return handoff. Enter a holistic...
As we approach the third quarter's end comes the realization that financial organizations are again pushed to the back burner... again. Usually, this leads to frantic internet searches to determine...
CPA... accountant... bookkeeper… they’re all the same, right? Wrong. Sure, a Certified Public Accountant (CPA) has the word accountant in it, but the profession can save money for small businesses...
No one LOVES Tax Planning – but saving money, maximizing deductions and making the most of your hard work is necessary.
We digress from accounting today to look at another critical business skill -- communication. Today we're going to dive into how to deeply connect with your clients and prospects and with greater...
There is now talk that Congress might enact automatic forgiveness for all PPP loans under $150K. This would relieve many small businesses (and their accountants!) everywhere. This decision enables...
There’s this idea out there among many wannabe business owners that they must come up with the next completely fresh idea to have a great business. Thing is, most small businesses succeed because they learn the key is solving problems with effective solutions.