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Develop a roadmap for financial success by having the right conversations with your CPA
By Nicole Thousand, CPA and Matt Ott, CPA Just like preparing for a family road trip, we believe all business owners should develop a roadmap to achieve their financial goals. Throughout the pandemic we got used to hearing terms such as “fluid” and “pivot”. We were all doing this to make sure our businesses would
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Why Your CPA and Financial Advisor Should Be the Same Professional
Your CPA does your taxes. Your financial planner handles your investments. But, what if your CPA could also manage your wealth? If the person who understands your tax situation can also be the person advising you how and where to invest for the best rate of return (based on your tax situation AND your financial
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Public Accountant or Mom…here, you get to be both!
There is a reason we went into public accounting. Solving problems for people and businesses make us tick. There is nothing more gratifying to a public accountant than being able to give people peace of mind and help them achieve their financial goals. Unfortunately, there is an old stigma attached to this noble profession that
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What is tax planning and why does it matter for your business?
Tax planning is the process of looking at various tax options in order to determine when, whether, and how to conduct business and personal transactions to reduce or eliminate tax liability. Many small business owners don’t think about tax planning, but tax planning is an important process that can directly impact your tax liability. No
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