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Preserving Your DIGITAL Esatate

Monday, September 23

Technology has certainly shifted our society over the last 15 to 20 years. So much so, that it's time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only "magic" we can do on a tax return is a "reaction" to what is b...


What's A Business Owner For, Anyway?

Monday, September 16

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful. Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently noble -- but rather that we get ...


Three Overlooked Ways To Control Costs In Your Business

Monday, September 09

I don't know about you, but my Facebook newsfeed is FILLED with so-called experts slinging around big revenue numbers in their business to grab my attention, and get me to sign up for their stuff. But, see ... I'm an accountant. And I know the truth: Revenue means nothing unless there is profit a...


Cash vs. Accrual Accounting: Why It Matters

Tuesday, September 03

I have seen plenty of businesses get into hot water because they were using the wrong method to track their cash. Yep, today, let's talk accounting. :) Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great option to start. It's simple. But you can get i...


Treat Your Employees Well

Monday, August 26

There was some large-ish news last week about some of the top corporate leaders in the world, and a new focus from influential CEOs (including from Walmart, Apple, Pepsi, and others) that "they must also invest in their employees, protect the environment and deal fairly and ethically with their s...


Are You Safe From The Financial Storm?

Monday, August 19

Things certainly haven't gotten CALMER over the past week. Whether it's the rumors of recession (or worse), continued chaos in the political world (and still over a year away from elections -- yikes), increasing cultural division, or something more local, it's a mess out there. I put out some rem...