Most business owners assume their books are fine. They’re getting reports, things seem to reconcile, and nobody has flagged a problem. But “fine” and “accurate” aren’t the same thing, and often, the difference shows up at the worst...
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PAG
Tax |2 min read
How to Avoid a Surprise Tax Bill Next Year
Having a proactive tax team in your corner is a significant advantage. But even the best tax strategy falls apart when life moves faster than the communication does. If you ended up with an unexpected tax bill this year, there’s a good chance something slipped...
Why Your CPA and Wealth Advisor Should Talk to Each Other
Most successful people have both a CPA and a wealth advisor. Few enjoy the benefits of having them work together as a coordinated team. An advisory blind spot What happens when your accountant and financial planner don’t know each other? Your wealth advisor...
Choosing the Right Entity Structure to Align with Your Goals
Deciding on an entity structure for your business starts with understanding that there is never one perfect choice. The right organizational form is the one that aligns best with your personal goals and business objectives. To determine how each structure will impact...
Why Quarterly P&L Review Matters
Running your business with intention means scrapping the guesswork and using relevant, timely information when making financial decisions. If you’re looking at your P&L just once a year, you’re checking the GPS after already missing the exit. A quarterly cadence...
Advisory |2 min read
As Your Business Grows, So Should Your Advisory Team
Running a business is a constantly evolving challenge. What works for your company at $250K in revenue probably won’t meet your needs when you reach $1M, $5M or $25M. And this is particularly true when talking about financial advisory. At launch, it makes complete...
Kuttin Wealth Management Alliance
I am excited to announce our new strategic alliance with Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and Barron’s Top 250 Private Wealth Management Teams for 2025. We believe reaching your financial goals doesn’t...
Bookkeeping |2 min read
Why Hiring an Accounting Firm for Bookkeeping Makes Sense
Bookkeeping is an essential task for every business. You can do it yourself, hire a bookkeeper in house, outsource to a bookkeeping service, or have it done through your accounting firm. But, one way or another, you have to do it. Our team supports business owners no...
Tax |3 min read
How to Write Off Your Vacation
It’s no secret that a big perk of running your own small business is the opportunity to take advantage of tax write-offs you simply can’t get when you’re strictly W-2. But when it comes to turning your next vacation into a tax deduction, there are plenty of...
Common Tax Deductions for Rental Property
Being a landlord isn’t for everyone – but for those who enjoy it, investing in rentals can be a significant source of tax deductions in addition to providing consistent cash flow. If you’re new to investment real estate, this post will provide a useful framework for...