Protecting Your Financial Security and Wealth

With cyber security being increasingly important, we have listed a few tips to safeguard your financial information and online accounts.   Here is a link to our record retention guide: Regularly download any pertinent financial information such as bank statements, credit cards, financial statements of your business, and your tax returns. Make sure after you…

Managing Inflation as a Small Business: Event Resources

  Resources From Today: Workshop Handout click here HANDOUT Article: How bad is inflation click here Recession History In Years and Duration click here Warren Buffet Invest in Yourself click here Ray Dalio – Resource Article on who he is click here   Recent Interviews regarding Inflation:  Ray Dalio on Inflation and the Current Economic…

Designing your Accounting and Operational Cash Flow Systems: Putting the Pieces Together

Let’s explore the different parts of your accounting system, how all the pieces come together and how you can design an accounting system to best fit your business. Often in the process of wanting a more “robust” accounting system or wanting specific Key Performance Indicators/reports, business owners can look at different solutions to receive the…