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Two people of color discussing business financials at a table with tax papers behind them

Virtual CFOs Vs. Other Financial Professions: A Complete Comparison

November 28, 2022

Having a successful company doesn’t seem like it could ever be a bad thing, but a growing company typically comes with new problems that require new – and often expensive – solutions. One of the things you may notice as your business continues to thrive…

skier in winter jacket pivoting on ski run, concept for change

Pivoting for Change

November 10, 2021

We want to congratulate you. Your business survived the pandemic. You’re still here and still pushing.    We may want things to be how they were pre-Covid, but we’re entirely moving into a new normal. Besides, did things ever really run as smoothly as we remember?…

Bride and groom kissing in wedding attire

How CPAs Do Weddings

October 7, 2021

Recently I pulled off one of the biggest and most important projects of my life. My son got married a few weeks ago to a lovely woman, and we are so happy to welcome her into our family. I ended up organizing much of the…

Group of distillery business owners doing research

How Distilleries Should Plan For The Future

May 10, 2021

There is reason to believe that 2021 will be a good year for distilleries. Congress has made a temporary tax reduction permanent, and many distilleries are benefiting from changes in regulations that allow direct-to-consumer (DTC) shipping and cocktails-to-go. Furthermore, the EU has issued a four-month…

Stylized Tax Forms and a Calculator, concept for business taxes

What Your Tax Information Can Tell You About Your Business

April 23, 2021

The words “Tax Season” are always met with a collective groan throughout the entire United States. But did you know that taxes can actually be beneficial to your business? Yes, really! Of course, the tax process can be tedious. However, it’s also a great opportunity….