AI for fun and work
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
Finance for Prelaunch Companies
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
2023 Important End-Of-Year Information for S-Corporations
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
2023 Important Tax Planning Information
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
Small business tax savings opportunties
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
How to classify transactions for bookkeeping
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant? Luckily there are some guidelines… How to classify transactions for bookkeeping
Employee Retention Credit (ERC) Overview
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply. We… Employee Retention Credit (ERC) Overview
Finance Pals Services – Bookkeeping, Tax and CFO
Finance Pals provides bookkeeping, tax and CFO services to startups and small businesses. Here is a video describing the bookkeeping, tax and CFO problems we solve and the types of clients we help and when… Finance Pals Services – Bookkeeping, Tax and CFO