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…
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…
Google reviews are essential for prospects looking for background information. Having an abundance of Google reviews give them an overall feel of what you do and how you do it. These reviews are testimonials of the people you do business with. It becomes even more important today because it’s very easy to receive a couple…
“It’s how you play the second half” ~ Keith Cunningham. The first half of the year is over. It’s halftime, and you’re in the locker room with your team. What feedback and coaching will you give them for the second half? How is your cash flow, customer base, team spirit, processing system, delivery of what…
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…
Organizing and Reviewing Your Records The tax deadline of April 18th is now behind us, summer is just around the corner. Now is the opportune time to “Spring Clean” by organizing your recordkeeping, audit trail process, and record retention procedure. Below are a few items to help you be prepared: Having an audit trail is…
With our world being more inter-connected with technology and identify theft becoming more prevalent, monitoring your personal information for potential fraud is vital. Below are resources on why freezing your credit report is so important and steps you can take to protect yourself today. Resources: Why you should put your credit report on ice…
In today’s economy, many small businesses are strapped for cash. They may find it beneficial to barter or trade for goods and services instead of paying cash for them. Bartering is the oldest form of trade and the internet has made it easier to engage with other businesses. But if your business gets involved in…
The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax break available to eligible businesses. Claiming the credit involves complex calculations, which we can take care of for you. But in addition to the credit itself, be aware that the credit also has two features…
If you own your own company and travel for business, you may wonder whether you can deduct the costs of having your spouse accompany you on trips. The rules for deducting a spouse’s travel costs are very restrictive. First of all, to qualify, your spouse must be your employee. This means you can’t deduct the…
