Tools & Checklists for 2023 Small Business & Individual Tax Returns
When it comes to small business finances, checklists are the only way ensure you complete... Read More
The Elements Foundation™ is the unique process developed by our team that forms the springboard for your success. By its end, you'll have clarity around your business model, profit model, and performance indicators, and your business will be poised on a modern technology platform. From this solid foundation, our team continues alongside you to help plan, track, and execute the results you want to see in your business, drawing from our unique tools like The Simple Path™, MyCFO™, Tax Optimizer™, and more.
When it comes to small business finances, checklists are the only way ensure you complete... Read More
Here’s a list to look through for changes to tax law that can benefit you... Read More
There Is No Plan. Perhaps strange coming from a team specializing in business strategy and... Read More
2022 marked the final waning of most major COVID-19 disruptions, but its ripple... Read More
Important tax changes took place for 2021, and it’s quite possible there’s more coming mid-season.... Read More
So many entrepreneurs make their entrepreneurial leaps from shaky instead of solid platforms, reducing the... Read More
This year’s Tax Day postponement to May 17 works differently than last year’s – scan... Read More
With all the unique events of 2020, it’s especially important to have your records in... Read More
The same, but different — “PPP” is now familiar to every small business, but not... Read More
Your choice of retirement plan affects how much you can invest, save in taxes, incur... Read More
The full relief of the Paycheck Protection Program (PPP) is really only felt after your... Read More
Bad processes will hold you back — As you try to direct your small business... Read More