Our belief in the importance of a financial team is well established. As your business develops and grows, surrounding yourself with a trusted financial advisor, CPA, and insurance provider will support your continued success. This includes having an attorney in your circle as well. You may be wondering how a lawyer fits into a financial team? First of all, how you set up your business, its tax … [Read more...]
The Attorney’s Role in a Financial Team
A team by definition is “a group of people that come together to work toward a common goal.” As a business owner, you the captain of your financial team, leading it towards the goal of running and growing a successful business. Once you have selected an attorney for your financial team, what should their role be? How should your attorney assist you as you make financial decisions for your … [Read more...]
3 Types of CPA Firms: Let Ten Key Help Choose the Right One for You
Every business is unique, and your business has its own unique needs as far as accounting is concerned. At Ten Key, Inc., we offer customized services to suit our clients’ needs, and that extends to the services we recommend.In our article about choosing a CPA, we talked about questions to ask a CPA (Certified Public Accountant) before you hire one. However, there’s no need to feel like you’re … [Read more...]
Choosing a Certified Public Accountant: 3 Things to Look for
We’ve been talking about why you should build your financial team and how to get started. We’ve also introduced you to some team members like your Financial Advisor, so you can build a team that works for all your goals!Your Certified Public Accountant, or CPA, is an essential part of your financial team for obvious reasons: he or she will be the one who helps you navigate that rabbit warren … [Read more...]
Financial Teams: Our Article in the Rhode Island Small Business Journal
Learn more about Financial Teams for Small Business We’ve been talking about building your financial team over the past few months. We've talked about everything from why you need one to who’s on first. We are excited to announce that our fearless leader, Stephanie Robl, published an article on financial teams in the Rhode Island Small Business Journal!Check it out here, and please feel free … [Read more...]