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Why Can’t I Get Better Information to Run the Business?

Happy senior woman sitting at a table in her home office, drafting her last will and testament in a journal and taking care to allocate her assets. Retired woman leaving a plan in place for the future.
A common complaint we hear from business owners is that they struggle to use information to run the business. It is either not timely, not accurate or both. Those same business owners find it harder and harder to manage the business by feel as the business grows and evolves. … Read More
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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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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
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Tracking Performance in the New Year

a person using a laptop
Last year is wrapped, the budget for the new year is done, and you are ready to execute on the goals of the coming year. Yours may be one of the many small businesses that is already off plan. That could be because the budget process had flawed assumptions, or it could be because the business has not performed to expectations.… Read More
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Why the Budget Matters

Budget Season Blog
Ah, fall… the weather cools off, pumpkin flavors abound, the leaves change (or so I’m told; the cactus here pretty much stay the same), and for many companies, the start of “budget season”. That’s an accounting thing though, right? Not exactly.… Read More
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Do You Know Your Real Margins?

Financial Cost Analysis
For business owners, this is a very fluid period of time. The business environment is rapidly evolving. This makes it all the more critical to have a complete understanding of margins and the true costs to produce and sell your product.… Read More
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Life after Budget

Finance, accounting and fintech, a man on a computer and calculator working out his business budget strategy. Businessman at his office desk, laptop, money management and financial investment online.
Hopefully by now the year’s budget was completed months ago and tracking results against it is ongoing.  Unfortunately, for many businesses, once complete, a budget finds its way into a drawer to not be seen again until it’s time for a new one the following year. … Read More
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Investing in Your Business – Is the Picture Clear?

Hands of a young Asian businessman Man putting coins into piggy bank and holding money side by side to save expenses A savings plan that provides enough of his income for payments.
We hear from business owners constantly that they are making profits, but don’t have a lot of cash at the end of the year to show for it. One big reason is that they are constantly investing in their businesses. This concept of “reinvesting” profits frequently occurs, especially in growing businesses where the expected payoff is down the road.… Read More
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It’s Time to Talk Tax, Well Before Tax Day

Word Tax 2024 on the calculator. Business and tax concept.Calculator, coins, book, tax form, and pen on table.Tax deduction planning.Financial research, government taxes, and calculation tax return
As a business owner, when was the last time you talked to your tax accountant? Hopefully the answer is very recently, and if not, it needs to be a priority. Tax planning is one of the more critical, but too often unutilized tools in a company’s financial arsenal.… Read More
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Budgeting Process Best Practices

Young African Woman Calculating Invoice With Calculator
It is the time of year where budgets are a frequent discussion point. This year of course with all the uncertainty in the economy, many businesses are struggling with how to start or how to have faith in planning for the new year.… Read More