As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your future. With the current political… 2023 Important Tax Planning Information
This was from a lunch and learn where we discussed the following – Business and Personal uses of AI with some examples creating images, poems, and employee handbooks. Hot topics like Sora and the risks… AI for fun and work
This is a presentation on Finance setup I gave for Launch Academy, a group of prelaunch companies going through a bootcamp to launch. The main topics covered are – How to setup accounting for your… Finance for Prelaunch Companies
IMPORTANT YEAR-END PAYROLL REMINDERS FOR S CORPORATIONS As 2023 comes to a close; following are some important payroll items to consider prior to December 31st. Shareholder Health Insurance S Corporation shareholders owning 2% or greater… 2023 Important End-Of-Year Information for S-Corporations
We hosted a lunch and learn with our team discussing some strategies people use to save money on taxes. Se the video and slides below and let us know if you have any questions or… Small business tax savings opportunties
I am working a lot with companies that have been around for 5-10 years or longer and have revenues in the $2-$10 million range but their profits are getting smaller or stalled out. There are… Increase your profit – Understanding your Margins
This is my story of what steps I took to go from 195 to 145 pounds. Most of it was pretty hard and every fall I seem to gain back 10-20 pounds. As I delayed… How I lost 50 pounds
It sounds counterintuitive at first but one way to increase your profits is to fire trouble clients or staff. Mike Michalowicz wrote a book called the pumpkin plan where they discuss coming up with the… Increase your profits – Fire some clients / staff
With the rising interest rates I have seen companies make 2 common mistakes that are now more costly. Not paying down highest interest rates first Having excess cash sitting in the bank and not making… Increase your profits – Interest rates
We are into summer of 2023 and small business profits are getting squeezed tighter and tighter as employees ask for raises to deal with inflation and customers are not as willing to accept price increases… How to improve profit – Goals / KPIs