Tips for Choosing the Appropriate Liability Insurance for Your Business

January 1, 2019 12:00 am Published by

đź–¨ Print⏱ 4 min read When it comes to liability insurance, the saying “you can never be too prepared” is quite meaningful. While business owners cannot predict what happens day to day or year to year, they can look into... View Article

Divorce Can Be Taxing

January 1, 2019 12:00 am Published by

🖨 Print⏱ 3 min readDivorce is expensive. Aside from the emotional toll divorce takes on a family, both the process and aftermath of a divorce can be costly. Below we look at some of the steps people can take to... View Article

How Businesses Can Effectively Manage Seasonal Sales

February 1, 2019 12:00 am Published by

🖨 Print⏱ 4 min readWhen it comes to businesses dealing with seasonal sales, making payroll and other financial obligations can be stressful on budgets. However, one way to deal with fluctuating sales and cash flow problems is to see if... View Article

When Is A Loan Not A Loan?

February 1, 2019 12:00 am Published by

đź–¨ Print⏱ 4 min readWith the sweeping new tax legislation in 2018 capturing everyone’s attention, other changes have taken a back seat. There were several Tax Court cases in 2018 that rendered important decisions impacting how things work – one... View Article

Winners and Losers of the Tax Bill

March 1, 2019 12:00 am Published by

đź–¨ Print⏱ 4 min readIn 2018 when President Trump and the Republican Congress rewrote the tax code, everyone knew there would be winners and losers. Exactly how this will play out is just starting to be seen – it closes... View Article

How to Create Cash Flow Projections and Profit & Loss Statements

March 1, 2019 12:00 am Published by

đź–¨ Print⏱ 3 min readWhen it comes to making cash flow projections, we’re all aware that it’s not an exact science. One of the main difficulties about accurately projecting cash flow has to do with timing. Examples include factoring in... View Article

Trump Tax Law Makes Now the Perfect Time for the Roth Conversion Retirement Trick

April 1, 2019 12:00 am Published by

đź–¨ Print⏱ 4 min readConverting a traditional IRA to a Roth IRA takes some fortitude and faith in the future numbers because this change can accelerate your tax bill. The current market and tax rate cuts from President Trump’s plan,... View Article

Key Performance Indicators and Your Business – Part 2 of 2

August 1, 2018 12:00 am Published by

đź–¨ Print⏱ 4 min readWelcome back to the second and final part of our series on KPIs. In this portion, we’ll explore the best way to define Key Performance Indicators, as well as show you how to communicate them across... View Article

Calculating the CAC Payback Period

January 1, 2025 12:00 am Published by

đź–¨ Print⏱ 4 min readThe CAC Payback Period looks at how a business needs to recover its investment in attracting new customers. It is especially crucial for companies that are in industries with large marketing and sales costs. It’s an... View Article

The Most Wonderful Time of the Year – Tax Planning Season

December 1, 2017 12:00 am Published by

🖨 Print⏱ 4 min readNow is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes,... View Article

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