Our clients gave great feedback about our articles on why you need a financial team. Still haven’t gotten yours together? Read about how to get started.Last month, we talked about your insurance provider’s role on your financial team, and went over some commonly-asked questions. This month, we spoke to our wonderful local financial advisor, Candace Sallale of Sallale Financial Strategies, LLC … [Read more...]
Building Your Financial Team: Your Insurance Provider
We’ve been talking about building your financial team, and we hope the information has been valuable to you! First of all, if you need to catch up, check out our articles on why you need a financial team and how to get started. Now we’d like to get into the subject of team members. Who will you choose for your financial team? It's time to build up your roster. First up? Your insurance … [Read more...]
Who’s on First? Building your Financial Team
In our last blog article, we talked about why you need a financial team. Good, you’re convinced. You’re ready to get started! But where do you start?Think of your business like a baseball team: you need an infield and an outfield. Infielders are involved in the game on almost every play (weekly or even daily for you). Outfielders are there when you need them, waiting for a “pop fly” inquiry, … [Read more...]
Featured Client: Mendon Area Real Estate
Preparing for Tax Season It’s that time of year. That big box of receipts lurking in the shadows of your office is calling you...it’s taaaax tiiiiime, taaaaax tiiime! Before you know it, you’ll be stuck going through a big mess of papers. And then you’ll have a big bill from your CPA after he/she has spent hours reconstructing last tax year’s information to prepare this year’s tax … [Read more...]
A Writeup Project: Migrating your Accounting Data
So, you’ve got boxes of records and bags of receipts, and every year, tax time hits you and your small company like a ton of bricks. After tax time ends, you’re left with a hefty bill from your CPA and a nagging feeling that you forgot something. Did you capture all of your deductions? What about that time you paid for that new office computer or that lunch for a client in cash? Wait, how many … [Read more...]