Recent News & Blog

  • Billing Customers for Time and Expenses in QuickBooks Online

    Sometimes, you have to spend money on your customers. Make sure you’re billing them for it.

  • Footnote disclosures: The story behind the numbers

    The footnotes to your company’s financial statements give investors and lenders insight into account balances, accounting practices and potential risk factors — knowledge that’s vital to making well-informed business and investment decisions.

  • View your financial statements through the right lens

    Many business owners generate financial statements, at least in part, because lenders and other stakeholders demand it. You’re likely also aware of how insightful properly prepared financial statements can be — especially when they follow Generally Accepted Accounting Principles.

  • The new Form 1099-NEC and the revised 1099-MISC are due to recipients soon

    There’s a new IRS form for business taxpayers that pay or receive certain types of nonemployee compensation and it must be furnished to most recipients by February 1, 2021.

  • What does a trustee do?

    Your estate plan may include several different trusts. The reason is that various types of trusts can accomplish a myriad of estate planning goals. Thus, it’s critical to understand the role of a trustee. The trustee’s duties

  • PPP loans have reopened: Let’s review the tax consequences

    The Small Business Administration (SBA) announced that the Paycheck Protection Program (PPP) reopened the week of January 11. If you’re fortunate to get a PPP loan to help during the COVID-19 crisis (or you received one last year), you may wonder about the tax consequences.

  • Getting more for your marketing dollars in 2021

    A new year has arrived and, with it, a fresh 12 months of opportunities to communicate with customers and prospects. Like every year, 2021 brings distinctive marketing trends to the table.

  • One reason to file your 2020 tax return early

    The IRS announced it is opening the 2020 individual income tax return filing season on February 12.

  • Blockchain beckons businesses … still

    The term and concept known as “blockchain” is hardly new. This technology surfaced more than a decade ago. Bitcoin, the relatively well-known form of cryptocurrency, has gotten much more attention than blockchain itself, which is the platform on which Bitcoin is exchanged.

  • Nonprofits: Get the word out in 2021

    Many not-for-profits have been too busy trying to stay afloat to put a lot of resources and energy into public relations. But as the new year begins, you might start thinking about how you’ll promote your organization, mission and programming in 2021. Here are five suggestions:

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