Ultimately, when it comes down to it, we do some really cool stuff.  We LOVE spreadsheets, we love calculators and we love money.  We especially love watching our client's money grow.  Helping our clients achieve their financial goals is our happy place.  



 Yep, not only are we cool enough to know numbers, but we also know how to write about them.   Our blog is loaded with helpful information that helps you understand and apply numbers that are really, really important to you, your business and your life.  

March 21, 2020

SBA Disaster Relief Loan

As small business owners and as a community, all of us are sailing in uncharted waters. All of us are in the same boat, filled with uncertainty and fear.  What does the future hold?  Is my business going to survive this?  How am I going to pay m...

March 20, 2020

There are numerous reasons your payroll management solution can become a nightmare. To manage, grow, and stabilize your business, you need to understand the fact that administrative processes need to run smoothly.

Naturally, you do not want to use a payroll management s...

March 18, 2020

I am writing to you today not as a CPA but as a small business owner, community member, and citizen of this great nation of ours. We are currently facing some difficult times that will be just a small blip on the radar of life. We will look back on this one day and be...

February 20, 2020

It should not come as a surprise that QuickBooks has become one of the most famous accounting software on a global scale. And why wouldn’t it be? The accessibility, affordability, and integration options are more practical than ever. In fact, the number of add-ons you...

January 1, 2020

Taxes can have a significant impact when it comes to your business’ financial plans. But if you plan ahead of the time, you can turn your overall financial strategy more tax competent. Unlike other small businesses, do not make the mistake of viewing your annual tax pl...

December 27, 2019

Small businesses often have to bear the burden of the same accounting challenges as major corporations. But small business owners don’t have the luxury to indulge in extraneous expenses or take unnecessary risks. While the lack of financial resources can create certain...

October 28, 2019

When it comes to small and medium-sized businesses (SMEs), the need for a certified public accountant (CPA) has become more impertinent than ever. Today, there’s a reason as to why CPAs are hailed as saviors for small businesses.

Hiring a licensed CPA may likely push yo...

November 19, 2018

8 Important Year-End Tax Tips You Won't Want to Miss

It's hard to believe the end of 2018 is right around the corner! It's time to get your affairs in order with these 8 important year-end tax tips.

Keyword(s): year-end tax tips

Looking for the best year-end tax tips?


October 22, 2018

What to Do If You Get Audited

Everyone's worst fear has suddenly become your reality: you've been audited by the IRS. What do you do now? Read on to learn what to do when you get audited.

Keyword(s): get audited

Your worst tax fear comes true: you get audited by the IRS....

October 8, 2018

What is a Trustee? 10 Important Things to Know

Choosing a trustee for your estate is no easy task, but with our helpful guide it should be a bit easier to manage. If you need help understanding what is a trustee, click here for more details.

Keyword(s): what is a trustee


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What Does It Take To Plan Your Taxes In 2020?

January 1, 2020

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