Serendipity vs. Strategy for Entrepreneurs
There Is No Plan. Perhaps strange coming from a team specializing in business strategy and financial design for entrepreneurs. But stick with me . . . … Read More
2022 Tax Tips, Checklists, & Tools
2022 marked the final waning of most major COVID-19 disruptions, but its ripple effects still remain and will likely continue for years to come. … Read More
2021 Tax Tips, Checklists, & Tools
Important tax changes took place for 2021, and it’s quite possible there’s more coming mid-season. We’ve highlighted key changes for both businesses and individuals below, plus … Read More
Steer Small Business Risks using a Solid Finance Tech Platform
So many entrepreneurs make their entrepreneurial leaps from shaky instead of solid platforms, reducing the probability of landing where they intend. A solid finance function is … Read More
What Did & Didn’t Get Postponed for Tax Day 2021?
This year’s Tax Day postponement to May 17 works differently than last year’s – scan below to ensure you take action at the right time and … Read More
2020 Tax Law Changes + Checklist for Your Tax Return
With all the unique events of 2020, it’s especially important to have your records in tip-top shape lest a missed item result in unnecessarily higher taxes … Read More
Applying for PPP Second Draw Small Business Loans
The same, but different — “PPP” is now familiar to every small business, but not everything about the re-opened Payroll Protection Program is the same. Here’s … Read More
Choosing the Best Retirement Plan for your Small Business
Your choice of retirement plan affects how much you can invest, save in taxes, incur in costs, and need to fund for employees each year. Taking … Read More
4 Steps to Getting Your Business’ PPP Loan Forgiven
The full relief of the Paycheck Protection Program (PPP) is really only felt after your small business is granted loan forgiveness by the SBA. Follow the … Read More