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Articles: Business Advisory
The latest newsworthy items
Straight talk on tax planning, accounting, and financial strategies your company needs to grow fast and smart.
The Emerging Challenges of Small Business Growth in 2025
Be prepared to take advantage of disruptive technologies, fight to differentiate your services, and adapt to new ways of working with employees. Instead of fearing chaos, embrace internal and external integration for smarter, better business
Small Business Budgeting for Tax Season & Beyond
Create a realistic budget for tax season with a focus on payroll tax, as well as operations and business growth. Start simple here.
The CPA-led Business Advisory Firm for Businesses: More Tax Savings, Reduced Risk
The current environment requires growth-stage businesses work with CPA firms that bring finance and advisory partnerships.
How to File a Late S Corp Election For Year-End Tax Savings.
Want to file a late S corp election? Let’s talk about requirements like “reasonable cause” and why you need to act like an S corp before filing.
How to Create KPIs for Small Businesses
KPIs are as effective as their underlying data or metrics. Set KPIs that are narrowly tailored to a few metrics, reasonable in scope, and with generous timelines.
An Overview of Financial Forecasting For Small Businesses
Discover how financial forecasting helps small businesses predict cash flow, manage risks, and attract investors for smarter planning.
Why I Changed Everything to Build a Business Advisory Firm.
Firms must rise to meet new challenges facing business owners. The answer? Accounting, tax, and business advisory services built on relationships instead of transactions.
Asset Protection 101: Tax Advantages of a Trust
Control and classify assets with precision, distribute wealth to beneficiaries without court interdiction, and pass-on wealth with minimal tax liability.
How is the Sale of a Small Business Taxed?
Get the specifics on capital gains so you understand how the sale of your business is taxed and what to do lower your tax liability.
Tax-Deferred Retirement Plans Can Future-Proof Your Wealth
You have the wealth. All you need to know is what to do with it so that the hard work you’re putting in now pays off.
Five Keys to a Financial Plan in Entrepreneurship
Starting with a strong financial plan is integral to entrepreneurship, and it doesn’t need to be too complicated.
How to Avoid Bad Small Business Tax Advice: Seven Tips to Remember
Let’s discuss the sources of bad tax advice (hint: social media) and talk about how to get good information when you have questions.
Small Businesses Aren’t Considering the Disadvantages of S Corporations
Whether you employ a tax professional or not, you need to know that in many cases the disadvantages of S corporations outweigh the benefits.
How to Stop Payroll Fraud With Secure Accounting & Employee Training
Learn how to stop payroll fraud—a crime perpetrated not by outsiders but by long-serving employees you trust with your essential information.
Understanding Opportunity Cost in Business Strategy & Accounting
Embed opportunity cost calculations into your decision-making SOPs and know the business and financial outcome of critical decisions before you make them.
How to Fire Your CPA
If your CPA is not solving problems or delivering results—where is your money going? Get a pass/fail test that shows you when and how to fire your CPA.
How to Grow Your Business: Five Fundamental Practices
Let’s talk about the five simplest and underrated practices that will teach you how to grow your business in the most efficient way possible.
How Much Is My Business Worth?
A step-by-step guide to how to calculate business valuation and capitalizing on the benefits.
How to Review Your Year as an Entrepreneur: Five Key Steps
Want to know how to review your year as an entrepreneur? Use this guide to run a productive year-in-review meeting in five easy steps.
What Is The Corporate Transparency Act, and Who Will It Affect?
Business owners will need to file a specific report before Jan.1, 2025, as Congress aims to stop the proliferation of ghost businesses.
The Overlooked Business Challenges in 2024
From the strange work habits of employees to the irrationally exuberant embrace of AI, these are the business challenges in 2024, explained.
How to Write a Business Plan in Eight Steps
The US Small Business Administration (SBA) calls the business plan the foundation of your business.¹ Think about that word: “foundation.” Has to be...
How Good Financial Data Affects Business Decisions
Move beyond intuition and make bold business decisions with the numbers to prove it. That’s how good financial affects business decisions.
How to Get Funding for Your Business
Check out my 8-minute primer for small business owners who are looking for a diverse set of funding options to fuel growth.
How To Find a Niche For Your Business
“Appeal to everyone. Appeal to no one.” That’s a statement small business owners should put on a poster and hang in the office. Because niche...
9 Things To Know Before Starting A Business
Achieve the steps I’ve outlined in this article, and you’ll be positioned at year one for long-term growth than 90% of small businesses today.