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A Simple Guide to Tax Planning for Solopreneurs and Small Businesses (after tax season is over)

One thing we hear often from business owners is that taxes feel stressful and unpredictable, especially after tax season is over and there is little clarity on what to do next. Many of the clients we...

Common Budgeting Mistakes Business Owners Make

Business budgeting is just as important as personal budgeting because your business is what funds your personal life. If your business finances are not managed well, it becomes very difficult to pay...

What Percentages of Revenue Should You Allocate to Expenses, Taxes, and Profit

One of the biggest challenges we see with business owners is not knowing where their money should be going each month. We have worked with many clients who were bringing in good revenue but still felt...

8 ways to tell if your business is doing well financially

One thing we hear often from business owners is, “I feel busy, but I am not sure if my business is actually doing well financially.” We have worked with many clients who were bringing in sales but...

How messy bookkeeping can affect your taxes

We often hear from business owners who only realize their books are messy when tax time comes around. By that point, things feel rushed, confusing, and stressful. We have helped many clients clean up...

How often should you really look at your numbers as a business owner?

One of the most common things we hear from business owners is, “I only really look at my numbers during tax time.” And honestly, we get it. You are busy running your business, serving clients, and...

What to do when your bookkeeper or accountant is retiring

If your bookkeeper has shared that they are planning to retire, you may be wondering what this means for your business. We have helped business owners through this exact situation. Most of them did...

Beware of these common tax & business scams

As business owners, you are constantly receiving emails, text messages, and phone calls about payments, invoices, tax notices, and account updates. We have had several clients forward suspicious...

4 Ways to Reduce Your Taxes Before You File

If you’re feeling the pressure of tax season, you are not alone. Every year we hear from business owners who say, “I wish I had planned earlier.” The good news is there are still a few smart...