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Critical things to consider in purchasing a business - part II - External Forces

By Jim Hess, CEO, CPA   |  September 29, 2015

This is the second blog in a four part series. Part I discussed your very personal decision to buy a new business. This part covers some external issues to explore before you sign on the dotted line.

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Give your kids the power of a Roth IRA

September 23, 2015

Would you like to give your child a head start on smart money habits? Here& a suggestion: Have the child invest in a Roth IRA. Why? The tax-free compounding of con

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Keywords: roth ira

How to keep your customers satisfied

September 23, 2015

In some industries, service has become a quaint memory. Customers are often reduced to selecting the provider that costs or annoys them the least.

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Keywords: customer service

Introducing Beau Carpenter, CPA

By Kim Tanner, SPHR   |  September 17, 2015

We'd like to introduce you to Beau Carpenter, who began here as an accountant in August.

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Keywords: beau carpenter

Critical things to consider in purchasing a business - Part I

By Jim Hess, CEO, CPA   |  September 9, 2015

Critical things to consider in purchasing a business. What are you passionate about? What are you really good at? . Meet with your CPA or financial advisor to determine...

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Tax due dates change for 2016 returns

September 8, 2015

A new law signed in July changed the federal due dates for certain 2016 business tax returns and the annual "Report of Foreign Bank and Financial Accounts" (Form 114).

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Quick Tips for QuickBooks: Using Shortcuts

By Brittaney Reep CPA   |  September 4, 2015

While bookkeeping for any business is necessary, it can easily become a time intensive task. QuickBooks is known in the small business world for its ease of use...

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Keywords: quickbooks, tips  |   0 comments

Facing a Financial Puzzle? Budget Software Doesn’t Compare to Trusted Advice


The variety of budget software available today is vast. Sites like Mint.com and YouNeedABudget.com promise to help you create a current plan...

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Keywords: budget software  |   0 comments

August 2015 Market Insight

September 1, 2015

Recently, Wall St. Journal columnist Morgan Housel shared some timeless tidbits of advice about money, investments, career, and debt.

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