As the year winds down, it’s time to shift gears to year-end tax planning. To ensure your business is in the best financial position possible, you will need to check all of the correct boxes. This takes careful planning and consideration, so getting a start now will help down the line. In this article, I […] Read more “Year End Tax Planning (The Steps to Take to Be Ready for Year End)”
Start-up Blog
Founding and growing a successful company is a monumental task that all begins with an idea. As your company continues to evolve and expand, the responsibilities and challenges inevitably multiply over time as well. This is where a Chief Operations Officer (COO) can have a major impact. A COO will provide support, be mindful of […] Read more “The Importance of a Chief Operations Officer (COO) Role for a Start-Up”
As we draw closer to the end of the year, it’s the opportune time to discuss the importance of tax planning and how forward-thinking can pay off big when tax time rolls around. This article will walk you through tax planning, whether you are an individual filing taxes or a business, but also how to […] Read more “Tax Planning and the Benefits of Forward Thinking”
I’ve always had an interest in investments. Whether it’s in the form of stocks, a 401k, certificates of deposit, or any other investment vehicle, I firmly believe the key to preparing for your future is investing early. With that being said, I feel there is a significant lack of education on the topic. So, I’ve […] Read more “Invest Early to Jumpstart Your Financial Journey”
When it comes to estate planning, understanding the options available to you and how they can facilitate the transfer of your assets to your loved ones is essential. If you’re not familiar with trusts, they are legal arrangements that allow you to set aside funds and assets to be passed on after your death. They […] Read more “Defining Revocable and Irrevocable Trusts”
Creating and implementing better business cash management strategies plays an important role in the success and long-term sustainability of any organization in today’s competitive business landscape. Whether you are running a small startup or an established enterprise, understanding the intricacies of cash management strategies can significantly impact your organization’s financial health and provide you with […] Read more “7 Strategies for Better Business Cash Management ”
Financial projections for startups provide an opportunity for planning and strategizing in the beginning stages of your business venture, especially when it comes to your startup’s finances. They play a large part in determining the long-term viability and chances of success. With accurate financial projections, you can: In this article, we will take a more […] Read more “How to Build Financial Projections for Startups”
If your business needs financial management or other financial services, then CFO advisory services may be worth looking into. For businesses today, the role of a Chief Financial Officer (CFO) has evolved beyond a traditional financial manager. A CFO not only oversees traditional financial operations, but also helps to guide the direction of the company […] Read more “Does Your Business Need CFO Advisory Services?”
Creating and tracking financial goals for a business is crucial for long-term growth and success. By setting clear objectives and goals, developing a budget, monitoring cash flow, using key performance indicators (KPIs), and regularly reviewing and adjusting goals, your business can run optimally and make informed decisions as needed to improve your financial situation over […] Read more “How to Track Financial Goals for a Business”
Automated bookkeeping and a focus on strategy go hand in hand. Why? Because strong bookkeeping is the foundation of all of the numbers you need to improve your business and make the right decisions, it has a direct impact on the success or failure of that business. This is why efficient and accurate bookkeeping is […] Read more “How We Use Automated Bookkeeping to Focus on Strategy”
Not only is preparing a budget important for your business, but it is also imperative that your business regularly monitors and analyzes your budget to actual results. The results of this report give you the insight you need to make important budget changes when and where they are needed. The ability to pivot quickly based […] Read more “How to Analyze Your Budget to Actual Results”
Among the many decisions you’ll need to make when starting a business, choosing the right entity that will define the legal structure of your business is an important one. The two most popular options for new entrepreneurs are Limited Liability Companies (LLCs) and S Corporations (S Corps). While both entities offer limited liability protection to […] Read more “LLC vs S Corp: A Guide for Business Owners”