5 QuickBooks reports to review each month

Thursday, June 12, 2025
Understanding your business’s financial health is essential for long-term success. QuickBooks® offers a powerful reporting tool suite that can provide critical insights to support decision-making and help you comply with...... Read More

Understanding the “step-up in basis” when inheriting assets

Tuesday, June 10, 2025
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — tax benefit called the step-up in basis. Below is...... Read More

Explore SEP and SIMPLE retirement plans for your small business

Monday, June 09, 2025
Suppose you’re thinking about setting up a retirement plan for yourself and your employees. However, you’re concerned about the financial commitment and administrative burdens involved. There are a couple of...... Read More

Is your business on top of its tech stack?

Friday, June 06, 2025
Like many business owners, you’ve probably received a lot of technology advice. One term you may hear frequently is “tech stack.” Information technology (IT) folks love to throw this one...... Read More

Fight corporate corruption with robust accounting systems

Thursday, June 05, 2025
Financial losses from corruption are on the rise, according to “Occupational Fraud 2024: A Report to the Nations,” published by the Association of Certified Fraud Examiners (ACFE). Nearly half the...... Read More

What tax documents can you safely shred? And which ones should you keep?

Tuesday, June 03, 2025
Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital folders. But before reaching for the...... Read More

Turn a summer job into tax savings: Hire your child and reap the rewards

Monday, June 02, 2025
With summer fast approaching, you might be considering hiring young people at your small business. If your children are also looking to earn some extra money, why not put them...... Read More