New Changes. Better Rewards.
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…
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What to Do If You Owe Taxes
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.
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The Annual Review
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,…
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Elevate Your Expertise with the Newly Updated ProAdvisor Academy
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…
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The Streamlined Chart of Accounts
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. …
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Resetting in the New Year – What I’m focusing on this year
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…
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How do you know if an LLC is the best strategy?
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…
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A Deep Dive into Oracle NetSuite for Small Business Accounting
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…
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Just Say No to Cash App
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…
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