I’m sure by now you have heard the news that the new and improved Intuit ProPartner Accountants program will succeed the IntuitProAdvisor program in early 2027. And while the old…
Owe taxes this year? Learn why you may have a balance due, what IRS and state payment options exist, and how to reduce tax surprises in the future.
At least once a year, I take a moment to review how our tax season went. There are 3 main things I look at – our process, technology, and average…
As a lifelong learner, I pride myself on being up to date on all the latest and greatest tech, and that includes our accounting software. I figured if I’m going…
In my firm, I try my best to keep things efficient and streamlined. One way we do this is to create templates for as many things as possible. Things like…
2022 was a busy year for me. I traveled a lot. I worked a lot, and I fell behind A LOT. I constantly felt like I would never catch up. …
Quite often, I’m asked by small business owners if they should set up an LLC, and my response is always “Why?” Their response is usually because someone told them they…
As a tech forward accountant, I’m always looking for new tools to add to my toolbox to service my clients. Lucky for me, I had the pleasure of hosting a…
I’ve been seeing online the many requests for Cash App deposits to help keep small business afloat during this pandemic and I want to implore all you owners out there…

