Design Your Business Finances with the Value Bar
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Making sense of your company’s finances can be cumbersome, especially when further muddled by confusing accounting and tax rules. Instead, we believe good financial design should … Read More

The Value of a Good Business Advisor + Coach
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The courage to ‘strike out on your own as an entrepreneur’ has an appropriate counterbalance: working with a business advisor and with a coach. Without these … Read More

The 20% Pass-thru Deduction for Business Owners
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No provision of the Tax Cuts and Jobs Act is more closely followed by entrepreneurs than the new ‘20% pass through deduction’. In its simplest form … Read More

2017 Tax Filing Highlights
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Our goal is that good planning makes your 2017 tax filing a non-event. If you’re a member of The Elements Circle, letters with a simple overview and checklist are … Read More

How to Design & Automate Your Business Receipt Process
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As every business navigates forward into its future, it generates a stream of documents flowing backward out of its wake. Things like credit card receipts, online … Read More

How to know if You’re Making Money: Untangling the Confusion
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“Am I making money?” Every smart entrepreneur asks this question. With such simple question, you’d think there’d be a simple answer — but a long line … Read More

The Business Infinity Loop™: An Entrepreneur’s Financial Framework
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Successful entrepreneurs leave room for luck, but they also have a keen awareness that business isn’t happenstance: there’s a disciplined method as well. We express that method in The … Read More

Choosing the Best Tax Structure for Your Business
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One of the first steps to optimizing your tax, is to choose the best tax structure for your business. Although I’d like to say there’s a … Read More

The Role of the Entrepreneur
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Entrepreneurs fulfill a peculiar role in an economy, and develop particular skills to ply in that role. Recognizing yourself as an entrepreneur means you can give … Read More

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