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10 09, 2018

Who Gets a 1099?

By | 2018-09-25T23:25:03+00:00 September 10th, 2018|1099, Accounting, Business Advice, IRS, new business owner, Tax, tax refund, Uncategorized|Comments Off on Who Gets a 1099?

1099's have proven to be a point of confusion for many clients, so we’ve compiled a list of all the people you need to send a 1099 as a point of reference. Feel free to use this blog as a reference as your prepare to send these out in just a few short months. [...]

10 07, 2018

Keeping Client Information Secure Working Virtually

By | 2018-08-07T17:11:14+00:00 July 10th, 2018|Accounting, Business Advice, Our Services, security, Uncategorized|Comments Off on Keeping Client Information Secure Working Virtually

As an accounting business, we take great pride in our client information security practices. Our team has the ability to work completely virtually. This means that our employees can work from home, their favorite coffee shop, or even while they’re traveling. One of the necessary focus items for all virtual firms, accounting in particular, [...]

22 06, 2018

Got a Letter from the IRS? Don’t Panic.

By | 2018-08-07T17:12:55+00:00 June 22nd, 2018|Blog, Business Advice, IRS, Our Services, Tax, Uncategorized|Comments Off on Got a Letter from the IRS? Don’t Panic.

If you received an envelope from the Internal Revenue Service (IRS) that does not contain a refund check, your heart rate likely increased. Before you fret, remember that most of the issues in these letters can be dealt with simply and painlessly. There are a number of reasons the IRS might send you a [...]

14 09, 2011

QuickBooks Training

By | 2011-09-14T17:55:45+00:00 September 14th, 2011|Uncategorized|Comments Off on QuickBooks Training

Are you getting the most out of your accounting software? Chances are, it can do a whole lot more than you think. There’s a reason—many, actually—why QuickBooks is the most popular accounting software among business owners. In addition to offering simplicity and accuracy, it’s also highly cost-effective, helping to reduce operational costs and boost productivity. [...]

14 09, 2011

Financial Services

By | 2011-09-14T17:54:29+00:00 September 14th, 2011|Uncategorized|Comments Off on Financial Services

Today’s small businesses face some big challenges, many of which can be overcome with smart tax planning and preparation. When you partner with us, you’ll spend less time crunching numbers and more time focusing on your business, your clients, and your family. We help ease your financial burden with the following accounting services: Financial reporting [...]

14 09, 2011

Taxation

By | 2011-09-14T17:52:57+00:00 September 14th, 2011|Uncategorized|Comments Off on Taxation

Accurate, timely tax preparation is essential to the financial health and stability of any business or household. In addition to filing annual returns for the prior year, our long-term tax planning services help you look ahead with confidence and foresight. As a result of this careful planning, the time, costs, and liability of tax preparation [...]

15 06, 2011

Gabby’s Book Recommendation for June 2011

By | 2011-06-15T15:36:09+00:00 June 15th, 2011|Uncategorized|Comments Off on Gabby’s Book Recommendation for June 2011

So May's recommendation, moves onto June's doing and that always makes me worry about change! Do I have a plan? Is it any good? Oh, and how is everyone else going to respond to the changes! If you are anything like me, then change can be difficult. I was forced to read a book about change long ago in my early career days called "Who moved my Cheese?" and found out that I really enjoyed it. It was fun and it really illustrated the process of change as well as the things that cause us not to change and finally what happens if you don't.

24 04, 2011

Not the Typical CPA!

By | 2011-04-24T23:38:15+00:00 April 24th, 2011|Uncategorized|Comments Off on Not the Typical CPA!

CPA's typically are locked in their offices for the first four months of the year and then hide several weeks after as to regain some brain cells. I admit this is pretty true for me too. After 60 hour work weeks, with intensity and pressure of a time-line breathing down your neck, a brief rest [...]

15 03, 2010

Entrepreneurship: Not for the faint of heart

By | 2010-03-15T16:53:27+00:00 March 15th, 2010|Uncategorized|Comments Off on Entrepreneurship: Not for the faint of heart

I work with Entrepreneurs every day and today again I was reminded that Entrepreneurship is not for the faint of heart. It takes a lot of guts to put your ideas out their everyday to either be received or rejected. Most people think their ideas are great and some are but a good idea isn’t always good enough to keep you in business. There are important decisions that are made early on that will define whether or not you will remain in business. In the accounting world a startup business really isn’t a business until you have done several of the following steps:

30 10, 2009

Full Disclosure: What to Tell Your CPA

By | 2009-10-30T13:30:57+00:00 October 30th, 2009|Blog, Our Services, Uncategorized|Comments Off on Full Disclosure: What to Tell Your CPA

No business owner looks forward to the chaos of tax season. When you’re already juggling customer service, marketing, and business development, it can seem virtually impossible to make time for preparing your financials. That’s where your CPA comes in. If you think an accountant’s role is limited to preparing and filing annual tax returns, it’s time to adjust your expectations. Many of our new clients are pleasantly surprised to find out how much work we’re prepared to take off their plate. One of the biggest mistakes business owners can make is withholding information from their CPAs. While basic financial data— W2 and 1099 forms, real estate interest statements, receipts for business expenses—is important, we dig deeper to ensure a clear understanding of our clients’ businesses and long-term goals. Below are some of the most important things to convey to your tax professional before tax season: