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...
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...
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...
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...
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...
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...
Sometimes, the only thing preventing small businesses from using “big business” financial strategies is the right advisor to point the way. In this post, we’ll share how recent changes in the tax law make it possible to accelerate certain deductions, improve cash...
When business owners see profits lagging, the instinct is often to do more. Hire another team member.Launch a bigger marketing campaign.Push for more sales. Sometimes, that’s exactly what’s needed. Fresh energy and expansion can be powerful. But other times? Growth...
We pride ourselves on building personal client relationships from day one. And our A+ experience starts from the very first call – before you even become a client. We’re grateful for the opportunity to have conversations with owners who want more out of...
When fresh tariff news hits the headlines, both you and your customers can’t help but wince, grit your teeth, and wonder how pricing will be impacted. While you’ll never have a crystal ball, forecasting with Fathom is your next best bet. Our advisory experts run “What...
