Resources

These best practices reduce audit risk, and give business owners peace of mind  Few words strike more unease into a business owner than “IRS audit.” The thought alone can be stressful, imagining a deep dive into your financials and the potential for penalties. Let’s be upfront: no business can be 100% audit-proof. Audits can be […]

Learn how to cut taxes, build wealth, and keep great employees Retirement plans aren’t just about retirement. If you’re a business owner, they’re one of the most overlooked tools for cutting your tax bill, building long-term wealth, and making your business more attractive to employees. But most people don’t hear about the real benefits, or […]

Filing a return isn’t the same thing as building a plan to reduce what you owe. Most business owners assume their CPA is “taking care of the tax stuff.” And to be fair, they probably are — at least the basics. Your return gets filed. The IRS stays off your back. You sign a few […]

Why WOTC and R&D credits slip through the cracks — and how your business can capture these overlooked savings Small and mid-sized businesses (SMBs) leave money on the table every year by missing out on valuable tax credits. Two of the most commonly overlooked credits? The Work Opportunity Tax Credit (WOTC) and the Research & […]

Great tax strategy starts with accurate bookkeeping — here’s what happens when it doesn’t Every business owner wants to save money on taxes. And plenty of people think a great tax pro can work some magic to make that happen — even if the books are a little messy. But the truth is, even the […]

Why investing in expert bookkeeping saves time & money Every business owner expects to pay for bookkeeping, whether it’s software, a part-time bookkeeper, or a full-service accounting firm. But the real cost of bookkeeping isn’t just the invoice you receive—it’s also what you might be losing without even realizing it. Poor bookkeeping can lead to […]

Why you should begin planning now Most business owners don’t think much about their exit strategy until they’re ready to sell, retire, or pass the business down. And by then, they’ve usually missed out on some big opportunities to set themselves up for the best outcome. The truth is, the choices you make today—how you […]