Blog
Welcome! Here, you’ll find a wealth of valuable information on topics such as tax tips, tax law changes, financial strategies, and general information about CPAs and what we do! We are dedicated to providing you with expert insights and practical advice to help you navigate the complex world of taxes and finance. Whether you’re a small business owner, an independent contractor, or simply interested in staying informed about financial matters, our blog posts are designed to be informative, accessible, and relevant to your needs.
Financial Discipline During the Holidays? Yes, It’s a Thing.
Listen, I love a good peppermint mocha and a “just because” team gift as much as the next business owner. But if you’re not careful, Q4 can become a black hole of overspending—and come January, you’re wondering where all the cash went. Here’s how to actually enjoy the...
Annual Planning Is Around the Corner—Here’s How Not to Mess It Up
I’m going to be honest with you: most business owners do annual planning wrong. They sit down in December (or worse, January), look at their revenue from the year, add 20% because “growth,” and call it a day. But throwing numbers on a spreadsheet and hoping they...
CEO Salary Strategy: Are You Paying Yourself the Right Way?
Let’s talk about something that gets awkward fast: how much you, the CEO, get paid. I can’t tell you how many high-level business owners I’ve worked with who are killing it in revenue… but still aren’t paying themselves consistently (or correctly). And I get it....
What Smart CEOs Are Doing in November (That Most Business Owners Skip)
Let’s talk about November—the month where most business owners are already mentally on holiday. But if you're trying to actually act like a CEO instead of playing catch-up year after year, this month? It's gold. Because November is where smart moves get made—the kind...
What CEO-Level Financial Strategy Actually Looks Like
Let’s be real. Most of what passes for “financial strategy” is just backward-looking bookkeeping with a fancy name. But if you’re running a multi-six or seven-figure business, you need more than spreadsheets and reports. You need a partner who can sit at the...
Is Your Business Too Reliant on You? Why Owner Dependency Is the Growth Ceiling No One Talks About
Your business is growing. But be honest—are you still at the center of every single thing? Every decision. Every approval. Every "Can I run something by you real quick?" message. If your business can’t function without your constant involvement, it’s not just...
Why You’re Still Stressed About Cash Flow (Even With High Revenue)
OK, let me guess... You’re making really good money. You might be hitting that six-figure mark—or even seven—but your bank account still feels like a rollercoaster. Up one month, down the next… and you’re not really sure what’s going on. You feel like you must be...
It’s Q4. Let’s Talk About Last-Minute Tax Strategies That Still Pack a Punch
How to save big without blowing up your business plan. We’re in the final stretch of the year—can you believe it’s already October? This is when I see a lot of business owners hit the panic button about taxes. And I get it: you’re busy, and tax planning might not be...
What a Fractional CFO Really Does for Your Business
(And Why It’s Not Just About Spreadsheets)When most people hear “CFO,” they picture some suit in a corner office speaking in Excel formulas.But that’s not what I do—and it’s not what you need.Because if you’re running a high-revenue business, chances are, you’re not...