Latest Articles

The importance of Form W-9’s.

Moving to our new location in March 2025.

New Retirement Contribution Limits.

Tips to Get Ready for Year-End.

Tax Strategy and Planning Opportunities.

Meet Caitlin Smith, Account Executive

Filing Requirements for Beneficial Ownership Reporting.

What you Need to Know about 1099 Compliance.

Meet Sondra Snyder, Account Specialist.

Returning to Peak Productivity.

Keeping Track of Business Receipts

The Statement of Cash Flows provides insights into the financial health of the business.

Tackling Complexities in Running a Business.

Why business owners should understand retained earnings.

Suggestions to improve cashflow management and profitability for your business.

Budgeting – A Great Financial Management Tool

Meet Katie Alverson, Account Executive

Classifications - Employees versus Independent Contractors

Keeping the right kinds of receipts pays off.

IRS Releases New W-9 Form.

Tracking time yields results.

Meet Amanda Goodwin, Account Executive.

Staying on Top of Sales Tax Reporting.

Ways to protect your business from cyber-attacks.

Great options to improve productivity for your business.

Perfect partnership for peace of mind.

Meet Suzanne Ukleja, Business Development Manager and Account Executive.

Four Strategies to Boost Profitability.

Ready to expand your team? Employee or contractor?

Make sure to avoid commingling your funds.

Outsourcing your payroll functions can be a strategic move for your business.

Beginning November 1, 2023, employers must use the new version of the Form I-9.

Managing cash flow is key to running a successful business. You don’t have to raise your prices or increase your customer base!

Are you looking to increase your bottom line by reducing your operating expenses? There are several strategies to help you achieve this goal.

Keeping receipts is critical for good, smart recordkeeping! Keep in mind that having a receipt is just the first step in providing evidence for a tax deduction.

‍Did you know -- Venmo, PayPal, CashApp, and Apple Cash are not FDIC insured.

The chart below details the deductibility of certain meals and entertainment, based on IRS guidelines.