Learn the basics of the accounting cycle and get practical advice you can use now to create accurate and tax-efficient accounting processes.
Articles: Small Business Advice
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Straight talk on tax planning, accounting, and financial strategies your company needs to grow fast and smart.
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.
Understanding Your FICO Small Business Credit Score
Want to apply for loans and take out lines of credit with confidence? Here’s how to find and improve your FICO small business credit score.
Here’s What Business Owners Need to Know about Beneficial Ownership Information (BOI) Reporting Requirements
What are BOI reports, what businesses need to file, and how do you avoid late penalties and fines? Get everything you need to know here.
What Are Small Business Tax Brackets?
Find out how your individual income tax bracket, FICA taxes, and the qualified business income deduction (QBI) raise or lower tax liability.
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.
Six Critical Business Decisions to Take to Your CPA
Business owners know how to make critical business decisions when it comes to operations. What about the tax and financial consequences?
What is Tax Aggressiveness? Five Reasons You Need It.
Real tax aggression is a relentless pursuit of improvement in process and knowledge: from tighter bookkeeping, accounting, tax planning, and financial leadership to actionable knowledge of the latest changes that present opportunities for my clients.
Your Bookkeeping Clean-up Checklist for 2024
Clean up your bookkeeping, save on taxes, and plot a more efficient growth trajectory.
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...
When to Change Your Accountant
Here are four criteria small business owners can use to evaluate their CPA’s performance post tax season.
Proactive or Not? Five Questions to Ask a CPA
Do you want a serious, proactive CPA or a person with a license and an office? Make an informed hire with five questions only good CPAs can answer.
Why Your Business Needs A Fort Worth CPA
If you want winning tax and financial strategies that align with your business objectives, it's time to adjust your thinking when it comes to hiring...
How To Assess the Financial Health of a Company
When we ask how to assess the financial health of a company, what we're talking about is financial analysis. I've always encouraged small business...
What is Bookkeeping: The Complete Guide for Business Owners
Bookkeeping is the act of recording and classifying an organization’s financial transactions. To understand bookkeeping for small businesses, we’ll...
Do I Need a CPA for My Small Business?
The success or failure of your small business depends on the answer.
What’s the Penalty for Filing Business Taxes Late?
If your small business faces a tax penalty for filing business taxes late, this article is for you. Here's what you'll learn: How late filing &...
How to Avoid Cryptocurrency Scams
One in 10 Americans is currently invested in crypto, with many seeking the potential for high growth in a short time. Crypto can be a sound...
Four Small Business Tax Credits To Know for 2021
For small business owners, it helps to keep track of the tax credits unique to your business and industry. Some tax credits have the potential to...