Blog

A few weeks back, I peeled back the curtain on what I have been doing in my notes to you, and got some great response ... so I thought I'd continue on in that vein today. I feel fortunate to have discovered some simple tools in the strategic growth of our little tax...

Somewhere, probably right now, there is a reporter writing a story about how the Trump/Clinton campaign failed. Perhaps it's a campaign operative who is preparing to cash in with a book deal ... but somewhere, it's being written. Frankly, I think all of us simple...

What I'm writing to you about today is much easier said than done.   Like me, you probably have to be the one in your firm to keep eyes focused in on what you do BEST.   In fact, I was thinking about this very much over the weekend, as we continued to serve...

If you work in the B2B space, I have some thoughts for you here. We're cranking out the work this week (because, as a reminder, October 17th is the deadline to ensure your 2015 extended tax return is filed. It's also the deadline for contributions to self-employed...

I get a lot of replies and personal comments about the emails that I send out, both to our business owners and to our family/individual clients. Today (and perhaps a little more in future weeks), if you'll permit me, I'm going to peel back the curtain on some of the...

Well, as we are indeed rounding into the final quarter of 2016, how are things going in your business? I'd love to know what we could be doing to help you finish the year strong. I hope it's obvious to you, but the reason we exist at all is simply to make your...

Last week I posted a short quiz, and in case you didn't see it, take another look: How many "Yeses" can you answer? 1) I have a financial statement for my business that is no more than 30 days old. 2) I reviewed my financial statement with my bookkeeper or accountant...

I recently wrote about some tax traps for the unwary Newtown Square, PA business owner, and I'll be shortly returning to that topic, as I was grateful to receive some interested feedback from clients and contacts on it. But regardless of the possible traps in your...

I hope you haven't forgotten about the big changes that are coming down the pike at the end of this calendar year, as it relates to overtime, salaries, etc. [If you haven't been paying attention, the FLSA exemption limits are changing, and many business owners will...