Family business focus: Addressing estate and succession planning

Friday, August 01, 2025
The future often weighs heavier on the shoulders of family business owners. Their companies aren’t just “going concerns” with operating assets, human resources and financial statements. The business usually holds...... Read More

Closing time: Mastering your monthly close with QuickBooks

Thursday, July 31, 2025
The month-end close is a pain point for many small to midsize businesses. While internal accounting teams often aim to wrap up the close within three days, a recent survey...... Read More

Digital assets and taxes: What you need to know

Tuesday, July 29, 2025
As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report these transactions on their federal income tax returns. The IRS...... Read More

5 tax breaks on the table: What business owners should know about the latest proposals

Monday, July 28, 2025
A bill in Congress — dubbed The One, Big, Beautiful Bill — could significantly reshape several federal business tax breaks. While the proposed legislation is still under debate, it’s already...... Read More

How your business can sharpen its marketing strategy

Friday, July 25, 2025
Creating a marketing strategy for any company isn’t a “one and done” activity. As you’ve no doubt experienced, the approach you use to connect with your audience needs to adapt...... Read More

Old invoices, new rules: Tap into the power of the AR aging report

Thursday, July 24, 2025
For many businesses, accounts receivable (AR) are more than just a line item on the balance sheet. This account provides a key indicator of potential cash flow, customer relationships and...... Read More

The advantages of a living trust for your estate plan

Tuesday, July 22, 2025
Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in...... Read More

Planning a summer business trip? Turn travel into tax deductions

Monday, July 21, 2025
If you or your employees are heading out of town for business this summer, it’s important to understand what travel expenses can be deducted under current tax law. To qualify,...... Read More

Companies should take a holistic approach to cybersecurity

Friday, July 18, 2025
Today’s businesses have two broad choices regarding cybersecurity: wait for something bad to happen and react to it, or proactively address the threat. Not surprisingly, we recommend the latter approach.The...... Read More

QuickBooks users: It’s time for a mid-year review

Thursday, July 17, 2025
Performing a mid-year QuickBooks® cleanup is a smart habit that small business owners and bookkeepers can adopt to stay ahead of their financial responsibilities. Waiting until year end to review...... Read More