Blog

Be an Efficiency Expert
Keep Costs Down by Looking for Opportunities To Improve In an unpredictable business climate shaped by tariffs, supply chain disruptions, […]

Level Up Your Team and Your Game
The Power of Continuous Employee Training and Professional Development In today’s rapidly changing talent market, ongoing employee training and professional […]

Entity Reviews: Is Your Business Structure Still Serving You?
Choosing the right legal structure is one of the first big decisions a business owner makes, but the startup phase […]

What Businesses Should Be Doing After Tax Season
Tax season is over—the crunch time, the late nights, the final filings…are all behind you (for now). But for business […]

Cash Flow Management: The Ins and Outs of Working Capital
Cash flow is the lifeblood of any business. Without proper management of cash inflows and outflows, even the most profitable […]

Customer Feedback Analysis: Turning Insights Into Action
For any business, customer satisfaction is a key driver of success. Understanding how clients perceive your services and identifying areas […]

Navigating Tax Credits for Education Expenses: What You Need to Know
Investing in education is a significant financial commitment, but fortunately, the U.S. tax code offers various credits to help offset […]

All Costs Matter
Taking an organized, intentional approach
to cost analysis and optimization In today’s economic climate, inflation and cost management are […]

What’s in Your Forecast?
Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]

Your Marketing Playbook
Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]

Remember… the IRS made changes this year
Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]

Tax Preparation Checklist for the New Year
Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]

The Gifts that Give Back
Charitable Giving Tax Deductions: Maximizing Your Generosity and Your Tax Savings Charitable giving is a powerful way to make a […]

Estate Planning Basics:
Building a Secure Future for Your Loved Ones Estate planning is a critical step in ensuring your assets are distributed […]

An Attitude of Gratitude
Reflections from Our Team As Thanksgiving approaches, many of us are naturally drawn to reflect on the year with a […]

Tax Deductions and Tax Credits: Understanding the Difference
As we begin the final sprint to the end of the fiscal year, it’s important to have a clear understanding […]

The Presidential Election, The Economy and You: What to Expect the Day After
Unless you’ve been living under a rock—and believe us, we’d understand if you chose to do so—you’re aware that we’re […]

Getting a Jump on Small Businesses Year-End Tax Planning
While the end of the year might seem far off, September is actually a great time for small business owners […]

Fall Tax Facts, Tips and Deadlines
As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]

Back-to-School Financial Tips for College Students: A Guide to Smart Money Management
As college students prepare to head back to school, it’s important to focus not only on academic success but also […]

Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death
Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]

test email post
content

Testing for Wade
this is post content this is bold text and a Link

testing to see if it will push to the receive site TESTING
this is a test to see if this post will push to the receive site. I want to test Bold […]

testing to see if it will push to the receive site
this is a test to see if this post will push to the receive site. I want to test Bold […]

YouTube channels and blogs every small business owner should follow
As a small business owner, staying current on the latest trends, strategies and advice is essential. Luckily, the internet provides […]

Spruce up your space: 7 ways to decorate a rental home
Just because you live in a rental home doesn’t mean you can’t make it reflect your personal style. And while […]

14 ways to save money at the grocery store
As inflation (finally!) slows, it only makes sense that grocery prices should fall along with it…right? Unfortunately, not always. When […]

Get road-trip ready with these tips
Summer—or spring break—will be here before you know it. But before you throw your family, friends and loved ones (including […]

Small business formations—explained
Starting a small business is an endeavor that requires intentional thought and decision-making. One of the first important decisions you […]

The Corporate Transparency Act: What it is and why you need to know about it
The Corporate Transparency Act (CTA) became a significant piece of legislation in fiscal year 2021 as part of the National […]

Top 5 budgeting apps to explore
It’s the time of year when we’ve probably forgotten all about our New Year’s resolutions and have returned to our […]

How small businesses can use ChatGPT
“How can I help you today?” Chat GPT asks as the cursor blinks below a list of prompts. Maybe you […]

The costs of owning a pet
While owning a pet can bring endless joy, it also comes with financial responsibilities. To set the right expectations for […]

Snowball vs. avalanche: Two methods to pay off debt
In a society based on consumerism, there will usually be debt. That’s certainly true in the United States, where total […]

Santa spills the cocoa: An interview from the North Pole
What if we told you we were able to secure an interview with the big man who lives and works […]

10 ways small business owners can reduce their taxable income
When it comes to financial planning, one of the most common concerns for small business owners is how to reduce […]

Staying healthy during your holiday travels
The holiday season is upon us and, for many of us, that means taking a well-deserved break to celebrate with […]

Retirement accounts for small businesses
Retirement. It sounds like such a leisurely word, doesn’t it? When you think of retirement, you might envision sunny beaches, […]

Why your credit score matters
What is a credit score? The short answer: It’s a number that represents your creditworthiness. A longer answer: Your credit […]

Ways to honor Breast Cancer Awareness Month
For years, a diagnosis of breast cancer was a virtual death sentence. From 1944-1954, MD Anderson Cancer Center’s survival rate […]

Tips for a healthier household this school year
Transitioning from summer break to a new school year is a big change for families. And since change can often […]

Tracking expenses: Tips for small business owners and employees
Whether you own a business or work in one, accurate tracking of your business expenses is a necessity. If you’re […]

Create an indoor herb garden that lasts all year round
The sweet, peppery scent of fresh basil. The pungent, earthy aroma of fresh oregano. In an ideal world, we could […]

15 brilliant books to add to your small business bookshelf
Whether you’ve been a small business owner for a decade or you’re considering starting a business, you can never have […]

Are you prepared to beat the heat this summer?
If you suspect that summers have become hotter, you’re not wrong. According to the National Oceanic and Atmospheric Administration’s (NOAA) […]

10 ways small businesses can prioritize DEI
Diversity, equity and inclusion, aka DEI. The need has always been there, but only in the last few years has […]

The shiny object dilemma, smartphone edition
Ah, the age-old question (well, since 1994): Do I really need a new smartphone? We’ve all been there, getting pummeled […]

25 topic ideas for your business blog
Small business owners: Whether you’re an old hand at blogging or you want to start a new blog for your […]

Fun ideas for affordable family staycations
Family vacations can make for great memories…or the stuff of nightmares. That’s why, with so much in the news about […]

Great podcasts for small business owners
It’s not an exaggeration to say that as a small business owner, you’re one of the busiest people on earth. […]

A beginner’s guide to starting a garden
We know it can feel a little intimidating—especially if you’ve never gardened before—to start a garden. But if you’d like […]

How to make a hybrid schedule work for you
“We’re paying for a building no one’s using!” “Our managers don’t trust us to work at home!” We can argue […]

Tips for a restful night’s sleep
Are you one of the almost half of Americans who say that between three and seven days a week, they […]

Choose the right social media platforms for your business
We’ll just say this up front: If you’re in business today, you need to be on social media. However…that doesn’t […]

13 actions that will help you achieve work-life balance
With the move to remote and hybrid work, our business devices are frequently at our fingertips 24/7. That means it’s […]

7 budget-friendly ways to celebrate Valentine’s Day
When your budget is tight, it can be a challenge to think of ways to affordably make your special someone’s […]

9 tips for safe winter walking
Cold and snow can make even the most dedicated walkers think twice about exercising outdoors over the winter. But cold […]

Keep good tax records all year long
Organizing a system for keeping your tax records doesn’t have to be complicated or expensive. It just has to be…well, […]

7 different New Year’s resolutions for small business owners
Has there ever been a more challenging time, especially for small business owners, to make and keep resolutions than the […]

Is your customer service ready for the holidays?
Even if your small business isn’t part of the retail industry, there’s just something about the holidays that makes any […]

Year-end appreciation gifts your employees will truly appreciate
If your small business is like most, it’s been another challenging year for you and your team. So, at the […]

Take advantage of tax deductions for small business owners
We know, we know, it’s still this year. But it’s time to start thinking about what you’ll need to have […]

This autumn, take a cozy cue or two from Scandinavia
Have you ever noticed that the Scandinavian countries (Norway, Denmark, Sweden) consistently rank near the top on lists of the […]

6 ways to fine-tune your virtual meeting experience
Virtual meetings have proven their value over the past couple of years, whether you’re working remotely, back in the office […]

9 ways to keep your brain in shape
You don’t have to be a senior citizen to have a “senior moment.” We’ve probably all wandered into a room […]

Meal prepping: Is it for you?
If there’s ever a month when it’s good to be prepared, it’s September. Between back to school, back to work […]

Cut the cord: Alternatives to cable
No two ways about it: Cable TV is expensive. According to a 2020 report from Allconnect, a company that assists […]

Budgeting 101 for college students
College is expensive, whether you’re paying for it or living it. That’s why it’s a good idea to create a […]

The automation myth: Automation replaces good people
From pandemic lockdowns to a great resignation, the working world has been through an unprecedented amount of turbulence in the […]

PTO: Use it or lose more than time off
Of the many things America does well, taking vacation time isn’t always one of them. Don’t believe us? According to […]

7 hot ways to boost summer sales for your small business
People do lots of things during the summer—take vacations, grill in the backyard, attend ball games and go to the […]

Print or digital: What’s your summer reading choice?
Ahh, summer. Those long, lovely, lazy days are almost here—and for many of us, that means one thing: Lots and […]

9 ways to save for retirement
The recent popularity of M. Night Shyamalan’s “Old” offers a fascinating yet unsurprising truth—we fear aging. This fear could be […]

Scheduling ‘me’ time: Tips for self-care
Scheduling “me time” used to be a luxury for those who could afford it—now it’s a necessity for everyone. With […]

How Gen Z will shift the working world
It’s as predictable as the dawn: A new generation enters the workforce, they shake up the status quo and they […]

Learn from your return with these tax takeaways
Whew! Your tax return is signed and sent, and Uncle Sam has been paid (or has paid you). So now […]

5 myths about accountants
When most people think about accountants, a vision of a dark room with a disheveled accountant hunched over a desk […]

The ins and outs of travel insurance
Before COVID, travel insurance was often dismissed as an unnecessary expense. But now, we’ve seen how quickly plans can go […]

7 ways to take care of your heart for American Heart Month
February is all about hearts, and for a good reason: It’s American Heart Month. Ever since President Lyndon B. Johnson […]

3 things you can do to make your accountant happy at tax time
Want to be your accountant’s favorite client? (Well, even more than you are now, of course. Which is a lot. […]

Throw the ultimate affordable Super Bowl party
Like a professional quarterback’s salary, throwing a Super Bowl party can be expensive. So how can you be sure—affordably—that your […]

How to find a morning routine that sets you up for a great day
Is your idea of a morning routine hitting the snooze button three times and then dragging yourself out of bed […]

Make tax filing easier in 2022
Filing taxes for 2020 was…challenging. Yes, that’s a good way to put it. Not impossible, but not exactly fun, either. […]

What to consider before gifting a pet this holiday season
We buy pets as holiday gifts with the best of intentions. Haven’t decades of commercials shown us that there’s nothing […]

Seven quick mindfulness techniques to help alleviate holiday stress
While most of us look forward to the holiday season, it can also be a major source of stress. We’ve […]

An attitude of gratitude
20 things to be thankful for this year When is the last time you thought about what you’re most thankful […]

A freelancer’s guide to taxes
A freelancer’s guide to taxes Ah, the freedom of freelancing. You’re the boss, so you can set your hours, pick […]

Elevate your small business with Google My Business
Attention small business owners: Have you set up your Google My Business listing yet? If not, you’re missing a major […]

How to keep in touch
When the pandemic first began, families had to adjust to a new normal: Family time, all the time. For many […]

What’s your calendar style?
As summer winds down and the calendar turns to September, let’s take a look at what kind of calendar you’re […]

5 tips for affordable school and work wardrobes
There are clothes shoppers who only buy new, and there are shoppers who do a happy dance at the mere […]

Back…to the office
The only certainty about life after a pandemic is that there isn’t much certainty. Masks on or off? Six feet […]

Ransomware 101
From the home user to the largest corporation, ransomware is now an issue for anyone who uses the internet. And […]

Are you in danger of job burnout?
Work equals stress for most U.S. workers. According to the American Institute of Stress, 80 percent of workers feel stress […]

Have you checked your Flesch-Kincaid levels lately?
If you’ve ever yawned your way through a wordy, boring document, you might have wondered if your own writing was […]

5 ideas for close-to-home summer fun
Summer’s here, and the world is opening up again. However, not everyone feels comfortable traveling just yet. And that’s fine—there’s […]

Easy ways to save on energy costs
Over the past year, we’ve all spent more time than usual at home—which may mean you’ve paid more attention to […]

Take advantage of your tax season takeaways
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work […]

Put your tax refund to work for you
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work […]