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Be an Efficiency Expert

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

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?

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

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 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

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

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

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?

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

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

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

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

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:

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

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

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

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

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

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

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

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, […]
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YouTube channels and blogs every small business owner should follow

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

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

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

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

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: 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

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 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

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

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

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

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

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 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

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

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

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

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

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

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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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?

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

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

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

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

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

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?

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

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

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

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

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

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?

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

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: 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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?

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

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

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

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?

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?

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

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

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

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

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 […]