Blog
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
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
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
What Small Businesses Need To Know About the Employee Retention Credit
Lots has changed this year for taxpayers and small businesses. Here is a summary of what you need to know about the Employee Retention Credit
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
The Importance of Culture in Your Business
Culture is a big deal if you want to attract talent and keep it. My passion is helping small businesses achieve their financial goals.
