2 min read
What your bank account won’t say about your tax bill
Four questions came up more than anything else this month.
Newsletter
2 min read
Chaos to Total Control
It's early March. You've been meaning to send your accountant everything for weeks. But "everything" means the bank statements, the shoebox of...
4 min read
They Wanted a CFO. They Couldn't Produce a Balance Sheet.
Let’s Make it Count
I was in a client's office last month. They were dead-set on hiring a CFO.
4 min read
The Boring Reason Two Clients Saved $75K on Their TAXes
As we head into tax season, I’m thinking of a few client experiences from last year.
4 min read
Why Smart Business Owners Make Dumb Tax Decisions
Most of the calls I get during tax season aren't really about taxes.
2 min read
Pay Yourself, Keep Clean Books, Avoid the S-Corp Trap
No fluff in this newsletter. We're walking through genuine moves that save actual money.