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The Right CPA for You and Your Business

Mature financial agent in meeting sitting with young couple. Happy consultant talking with couple about their savings plan. Insurance advisor in a meeting with man and woman.
It is critical for businesses to have the right strategic partners around it for lasting success. A key part of the network every business needs is an effective, trusted CPA to manage tax and other compliance aspects. The world of tax is very complex, and evolves far more often than people realize.… Read More
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Five Reminders to Start the Year

Reminders to Start the year - Hand and Check boxes
.vce-row-container .vcv-lozad {display: none} The new year brings a reset of the clock, a fresh start and the ability to naturally reset on many fronts. With all the moving parts and limited resources, small businesses can also feel behind the eight ball already once the calendar turns.… Read More

How is Your Bank Lending?

How is yur bank lending - a laptop and numbers to indicate a banker's decision about lending to a business
We are in a period right now that I would describe as renewal shock. Companies have renewed loans already, some are in process, and many more will do so in the coming months. We have seen first-hand a number of changes in the renewal process, terms, and even in some cases polite nudges out the door from existing bank relationships.… Read More
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The Business Case – Are You Leveraging It?

a woman writing on a notebook
The typical entrepreneur is presented with a constant stream of potential opportunities, initiatives and investments in their business. We see the struggle almost daily with how to evaluate options. Too often it is based on guesses, gut and momentum. While this can lead to positive outcomes, there is a way to mitigate risk and make more confident decisions using an underutilized tool in the entrepreneurs’ arsenal – the business case.… Read More
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Is It Time to Invest in New People?

a person using a laptop
The labor market has been exceptionally tight, creating challenges for many business owners in attracting and retaining talent. This has often led to higher wages for less experienced employees, with some businesses settling on hires or avoiding new hires altogether. While economic conditions can still be unpredictable, the available talent pool for small businesses has expanded, driven in part by layoffs at larger companies, slowing growth, and a sense of uncertainty in the market.… Read More
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Storytelling – How Does the Story of Your Business Read?

a group of people looking at a laptop
Every founder that has built a viable business has created their own entrepreneurial story. It is the story that provides credibility to customers, to team members and to your market overall. One of the things frequently talked about in our firm is the critical question, “does the entrepreneurial story match the financial one?”.… Read More

Navigating the Future of High Interest Rates

a person touching a stack of coins
High interest rates, at least in relative terms, are here to stay for the foreseeable future. And more increases could yet be on the way. We constantly hear from CEOs asking for our crystal ball, and many of them are uneasy about the interest rate environment.… Read More
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Netflix Password Sharing and Your Business

a person typing on a laptop
Streaming giant Netflix recently rolled out the bold decision to crack down on password sharing. While controversial with many of its customers, from a business perspective, Netflix felt it had no choice than to act given the rising costs of its content library and the revenue loss from users gaining access to the platform for free by simply sharing a login.… Read More

The Small Business Inventory Dilemma And How To Get Out Of It

Workers managing inventory in a modern warehouse
Many sectors in the U.S. economy right now are experiencing bloated levels of inventory as the supply chain has caught up and demand in spots has cooled, leading to a bit of a perfect storm. Seemingly long forgotten are the persistent supply chain bottlenecks that disrupted the flow of just about every good resulting from the pandemic.… Read More
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Mind the Gap

a hand touching a graph
We are now over a quarter into the new year. Like many companies, you may find yourself falling short of plan. That doesn’t mean the budget has all of a sudden lost its value. It can be your best friend. This is not the time to panic.… Read More