Our Perspective

Here’s what’s going on with our firm as a result of Coronavirus — we’ll be updating this post with the latest, so be sure to check … Read More

Critically thinking through the design of your business’ prices can yield significant results to the bottom line, not to mention relieve operational pressures and enable investments … Read More

Congress changed fewer tax laws for 2019 than last year’s landslide, but there’s still meaningful savings out there for businesses and individuals. Read on for some … Read More

Without a routine of checkups, your business’ financial records will drift away from accuracy and paint the wrong picture, hampering your ability to learn and adapt … Read More

Paying IRS tax penalties is painful and wasteful, but knowing where the tripwires are and proactively avoiding them will save you money and headaches. Here’s a … Read More

How you think about your business has a massive impact on how/if it flourishes. By applying the mindset of a ‘business designer’ instead of a ‘business … Read More

Knowing what business finance tasks need to be done and the different financial professionals available to help, will give you the confidence to assemble a team that … Read More

As always, our goal is that designing your tax and automating your finances means that tax day is a non-event. If you’re a member of our … Read More

Healthcare costs aren’t cheap, but you can lower the bill for both you and your team by using one of the tax plans available to small … Read More