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...
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...
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...
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...
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...
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...
