Bookkeeping Best Practices for Growing Service Businesses

As a service business grows, the financial side of the company usually becomes more complicated. What may have worked when you had a small team, a few customers, and a manageable number of monthly transactions can quickly become overwhelming as the business expands. For contractors, dentists, landscapers, home service providers, consultants, and other service-based businesses, […]

Tax Season Is Over. But Are You Sure Your Return Was Done Right?

March business deadlines and April personal tax deadlines are now behind us. For many business owners, couples, and families, that brings a welcome sense of relief. The documents were gathered, the forms were filed, the payments were made, and another tax season is finally complete. But after the rush is over, a question sometimes lingers. […]

The Business Owner’s Consulting Trifecta: Accountant, Wealth Adviser, and Estate Planning Attorney

Successful business owners spend years building something valuable. They build revenue, relationships, reputation, systems, employees, assets, equity, and opportunity. But as the business grows, the decisions surrounding it become more complex. Taxes, retirement, investment planning, succession, family wealth, estate planning, and legacy all begin to overlap. At some point, the question is no longer only […]