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Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
Work Like You're Going on Vacation
Work Like You're Going on Vacation

This first day of summer has me thinking a lot about vacation, and not just because I’m eager to...

Why You Need a Business Valuation (even if you don't plan on selling soon)
Why You Need a Business Valuation (even if you don't plan on selling soon)

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood. They...

June 15th Tax Deadlines
June 15th Tax Deadlines

Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us.

Lies I Tell My Computer (and why they're important)
Lies I Tell My Computer (and why they're important)

My first car was a Jaguar XJ220, pictured here for anyone who is interested. I also grew up on...

Roth Rules: When to convert your 401(k) to a Roth IRA.
Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job. He had quite a bit of money in his...

Little Perks, Big Impact
Little Perks, Big Impact

It’s National Leave the Office Early Day! So go ahead and pack up your stuff. Go home! No one can...

Save Money on Credit Card Transaction Fees
Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some...

National Bike to Work Day Is The Perfect Time to
National Bike to Work Day Is The Perfect Time to "Go Green"

The third Friday in May (that’s today!) is National Bike to Work Day. This day originated back in...

Top 100 Questions Business Owners Ask Us

Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

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