Good Morning, Everybody jokes about “keeping up with the Jones’” when it comes to the call of buying things for the sake of buying them – and going into deep debt for the sake of appearance – but why? We’ve … Read More
Do You Need an S-Corp?
If you operate your business as a sole proprietor or in a group as an LLC, the S-Corp election might be just want you need! Now, if your profit is less than 50,000 a year then the extra complexity is not worth the small amount of tax savings. But, if you gross over 50,000 it is worth running the numbers to see how much you could save and what other tax/ business/ and retirement advantages you could set up.
New Year’s Checklist
2020 is here and I’ll spare you the “20/20” vision jokes, but the new year does offer us a great chance to rethink some old (bad) habits and set new ones in place. With that in mind, here are a … Read More
Rethinking the Lead Acquisition Process
Good Morning! And the adventure continues! I’ve been sharing some ideas about how entrepreneurs can streamline their businesses and I hope you’ve gotten a lot of insight so far. Let’s talk about lead acquisition a little bit. Most entrepreneurs and … Read More
Traction in Little Victories
Here we are, already a month into 2020 – can you believe it? By now, some of you have already goofed a little on those resolutions you made, but today, I want to ask you something… How detailed were your … Read More
The Hidden Challenges of Using Your Home
Good Morning- A few weeks ago, I had a conversation with a client who was exploring the various options for using the equity in his home as a way to pay down some other debts. He and his wife had … Read More
Rethinking your Client Fulfillment process?
Hello! Since last week’s post, I can’t tell you how many messages I’ve gotten from readers and clients about why a CPA would want to discuss seemingly “internal” systems related to my clients’ businesses. Simple – we both want the … Read More
Amusing Tax Convictions
Well, we’ve started off 2020 with the attitude of “New Year, New Us” but for our friends in the Justice Department and the IRS, nothing has really changed. We’re still seeing PLENTY of dummies trying to beat the system… From … Read More
Lost in Debt? Here’s one way to regain control…
Good Morning, Now that the tax season is nearly in full swing, especially for individuals who work for other companies and have relatively “simple” W-2 based returns, we’re hearing a lot of things from clients. Things like how their tax … Read More
All You’ve Really Got To Do…
Good Morning, I hope you’re having a fantastic first quarter so far (and have managed to keep your Resolutions this far into the New Year) but I have to ask you: What are you doing to make your business easier … Read More
Why We Need To Talk NOW.
Good Morning,- Unless you’ve recently immigrated, chances are, you know in the United States, taxes are due to be filed no later than April 15th. Now, of course there’s a whole lot of places that excuses and extensions can be … Read More