Tax time can reveal more than liabilities—learn how to turn tax insights into growth strategies. Mark, a managing partner at a professional services firm, used to dread tax season. Not just because of the looming IRS deadlines—but because it reminded him how little clarity he had around his firm’s profitability. Last year, Mark saw his…
How one Boomer business owner turned tax season into a breakthrough moment. Every spring, Greg—owner of a third-generation contracting business—dreads tax season. It’s a reminder of how much he pays out and how little seems to change. But this year, he did something different. After filing, Greg sat down with his advisor and pulled out…
Running a business is no small feat. It’s a relentless push to grow, adapt, and stay ahead. But what happens when the numbers don’t add up, and the path forward feels hazy? For bold, ambitious, and confident business owners—especially Baby Boomers and Gen Xers—financial confusion can feel like a betrayal of your own success story. …
Projections are critical to knowing whether your profit and loss and balance sheet forecasts are realistic, especially if you will use these projections to obtain financing or attract investors. Whether you’ve finished your 2024 projections or not, here are 3 tips you need to know to put the finishing touches on your forecast for next…
Coming up on mid-year, you might be reflecting on the first half and are either looking to course correct or finish strong. What are you going to start doing, stop doing, and keep doing? One of the ways to determine this is to look at the key metrics of your business and see if you’re…
Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to. Every business owner has a big dream for their business and wants to make it happen. However, many…
As a business owner, have you ever thought about whether you should own or rent your company building? It’s likely you have since it’s one of the top most-Googled financial questions in the U.S. Every business has a big dream for their business and wants to make it happen. But, along the way many business…
These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with…
Worry about cash flow is one of the top issues that keeps business owners up at night. Cash flow is like oxygen to a business and without it, the business won’t survive. Several years back, I had a client ask me, “If I’ve made $500,000 in profit, why isn’t it in the bank account?” A very good…
Whether you’ve finished your 2022 projections or not, here are 3 tips you need to know to put the finishing touches on your forecast for next year: 1. Look for tendencies in your forecasting to gain insights on things you can do to improve next year. Did you overestimate revenue and profits? Maybe you were…
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