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47 articles total

Bridging Strategy and Execution for Business Success
Business Strategy

Bridging Strategy and Execution for Business Success

Too often we see businesses focus on nailing their strategy or completely focuses on execution but the reality is that finding the right balance between the two is key.

3 min read Mar 12, 2024
Create Accounting Firm Efficiencies With          QuickBooks Ledger
News

Create Accounting Firm Efficiencies With QuickBooks Ledger

For years, I have advocated that accountants need a QuickBooks product focused on their smaller internal write up clients and finally we have seen that come to fruition.

6 min read Mar 5, 2024
Hope Is Not A Strategy, Build A System That Creates Expectation
Business Strategy

Hope Is Not A Strategy, Build A System That Creates Expectation

Investing time into setting your business goals and strategies is crucial, but have you built a system that ensures these goals are met?

3 min read Feb 27, 2024
Iron Sharpeneth Iron
Business Strategy

Iron Sharpeneth Iron

In the professional realm, the concept of iron sharpening iron can be likened to the benefit that comes from effective teamwork and collaboration.

3 min read Feb 20, 2024
Beyond Tax Minimization: Embracing Wealth Maximization as the True Financial North Star for Businesses
Tax Strategy

Beyond Tax Minimization: Embracing Wealth Maximization as the True Financial North Star for Businesses

Tax minimization, while important as part of the overall strategy, is often mistaken as the primary objective.

4 min read Feb 13, 2024
The Long Term View: Lifetime Tax Rates
Tax Strategy

The Long Term View: Lifetime Tax Rates

When it comes to planning, taking a long-term view is crucial, and we often see it missed by individuals and their advisors when looking at taxes.

4 min read Feb 6, 2024
Strategic Planning Tools We Love
Business Strategy

Strategic Planning Tools We Love

Strategic planning is an important part of your business. Without it you will not truly know how to get where you are going.

4 min read Jan 30, 2024
Begin With the End in Mind
Business Strategy

Begin With the End in Mind

As part of building strength in your business, it is important to have a solid plan in place to guide your future growth and success.

3 min read Jan 23, 2024
Maximizing Business Benefits: 401k Tax Credit Strategies with Secure Act 2.0
Tax Strategy

Maximizing Business Benefits: 401k Tax Credit Strategies with Secure Act 2.0

Getting a handle on your business's retirement savings just got more exciting with Secure Act 2.0.

4 min read Jan 16, 2024
Demystifying the Cash Conversion Cycle: A Key to Business Financial Health
Cash and Forecasting

Demystifying the Cash Conversion Cycle: A Key to Business Financial Health

The cash conversion cycle is essential for understanding your company's financial health and operational efficiency. Business owners should master it to comprehend their company's financial livelihood.

3 min read Jan 9, 2024
2024 Tax Deadlines
Tax Strategy

2024 Tax Deadlines

Deadline for S-Corp and Partnership (and LLCs taxed as a partnership) tax returns.

2 min read Dec 10, 2023
The Power of Quarterly Rocks in Driving Small Business Success
Business Strategy

The Power of Quarterly Rocks in Driving Small Business Success

In the constantly changing world of small business, it's easy to get caught in the day-to-day tasks and lose sight of the big picture.

2 min read Oct 23, 2023
Quit Making 1099s So Painful
Tax Strategy

Quit Making 1099s So Painful

Most business owners have heard of 1099s and have come to recognize the pain in January of collecting information for and issuing them.

3 min read Mar 7, 2023
Ohio Development Grants, Tax Credits & Loans
Tax Strategy

Ohio Development Grants, Tax Credits & Loans

JobsOhio provides grants, tax credits and loans to support economic development in the State of Ohio.

2 min read Mar 5, 2023
2023 Tax Deadlines
Tax Strategy

2023 Tax Deadlines

One of the most frequently asked questions we receive during tax season is around due dates.

2 min read Feb 2, 2023
Is Your Business Recession Ready?
Risk Management

Is Your Business Recession Ready?

Based upon news articles and the opinions of many experts, we are headed for a recession.

5 min read Feb 2, 2023
AI Powered Humans and the Effect on Advisory Services Part 1
News

AI Powered Humans and the Effect on Advisory Services Part 1

As technology continues to disrupt the accounting industry it is becoming more common to hear that AI (artificial intelligence) is going to take away our jobs.

2 min read Mar 14, 2022
The COVID-19 Stimulus Package & PPP Relief, Trump Offers Veto Threat
News

The COVID-19 Stimulus Package & PPP Relief, Trump Offers Veto Threat

Overall, the bill seems to be a net positive, with some much needed changes and additions for small businesses.

11 min read Mar 14, 2022
Choosing A Strategic Advisor
Business Strategy

Choosing A Strategic Advisor

Picking the right accounting advisor is one of the most important things that you will do for your business.

5 min read Mar 10, 2019
Navigating the Untapped Resource of the Employee Retention Credit
Tax Strategy

Navigating the Untapped Resource of the Employee Retention Credit

The Employee Retention Credit may seem complicated. It may seem like small potatoes compared with the EIDL and PPP opportunities of recent days.

5 min read Mar 10, 2019
Paycheck Protection Program: COVID-19 SBA 7(A) Relief Loan
News

Paycheck Protection Program: COVID-19 SBA 7(A) Relief Loan

The Paycheck Protection Program (commonly referred to as a PPP) provides funding for small businesses to survive during the COVID crisis, as well as an incentive to maintain employment levels and lower unemployment.

8 min read Mar 10, 2019
The Recovery Startup Business Employee Retention Credit
Tax Strategy

The Recovery Startup Business Employee Retention Credit

Just like the Employee Retention Credit, you might think that the RSB - ERC is a complicated endeavor that really isn’t that helpful.

4 min read Mar 10, 2019