Articles and News
3 Questions to Ask Your CPA Before Year-End
October marks the beginning of one of the most important times on the tax calendar: year-end planning season. With just a few months left before December 31, you still have the opportunity to take meaningful steps to reduce your 2025 tax bill, improve cash flow, and position yourself for success in 2026.
Essential Bookkeeping Software for Small Businesses
Running a small business in today’s fast-paced economy requires more than just keeping good records—it demands accurate, efficient, and accessible financial management. Bookkeeping software has become a must-have tool, helping business owners track income, manage expenses, and stay compliant without drowning in spreadsheets.
Don’t Miss Out — Why Year-End Tax Planning Matters in 2025
As 2025 comes to a close, now is the time to review your finances and make smart moves that could lower your tax bill. Year-end tax planning is about being proactive — taking advantage of deductions, credits, and strategies that expire when the clock strikes midnight on December 31.
DIY Bookkeeping vs. Hiring a Professional
As a business owner, one of the most important responsibilities you have is knowing and understanding your financials. Your numbers tell the story of your business—whether you’re profitable, where your money is going, and how healthy your cash flow really is. Without this knowledge, it’s nearly impossible to make smart decisions or plan for long-term success.
A Beginner’s Guide to Keeping Your Finances in Order
Whether you’re a new business owner or a freelancer just starting out, bookkeeping may sound overwhelming. But don’t worry—it doesn’t require an accounting degree to keep your finances organized. With the right foundation, good bookkeeping can save you time, money, and stress in the long run.
One Big Beautiful Bill Act Revives SALT Deduction Strategy
The newly passed One Big Beautiful Bill Act (OBBBA) is stirring up the tax planning world — and for good reasons. Among its sweeping changes, one provision is rekindling an old tax strategy that had all but vanished in recent years: tax payment bunching, especially for those living in high-tax (or even moderately taxed) states.
The Importance of Bank Reconciliation
If you’re a business owner or freelancer, reconciling your bank accounts might not be the most exciting part of your day—but it’s one of the most important. Bank reconciliation helps ensure your financial records match reality, protecting your business from errors, fraud, and costly surprises. Here’s why it matters and how to do it right.
Give Smarter, Not Harder
A Donor-Advised Fund is like a personal charitable investment account. You contribute to it, take a tax deduction now, and recommend grants to charities over time. It’s managed by a sponsoring organization and offers flexibility to grow and give when you’re ready, all while optimizing your tax outcome.
Unlock Your Business’s Tax Savings Potential
Why Cash Flow Management Matters
Every business owner dreams of maximizing profits while reducing tax burdens—but many overlook one vital factor: cash flow management. Effectively managing cash flow isn’t just about ensuring your business survives—it’s about empowering you to strategically lower your tax liabilities and drive financial growth. Learn More.