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Financial Tips

With financial scams on the rise, it’s imperative to be on guard against all forms of potential financial threats. Unfortunately, some of the most vulnerable people may be your loved ones, especially elderly parents. This segment of the population is less likely to be savvy about scams involving money and about ways to prevent being a victim.

Posted July 2, 2024
Tips

In today’s digital age, online banking offers unparalleled convenience, allowing users to manage their finances from anywhere at any time. However, with this convenience comes the increased risk of cyber threats and fraud.

Posted June 28, 2024

Preparing your finances is crucial to survive and learn how to thrive during a recession. The strategies provided equip you with tools to protect your financial health and seek growth opportunities even in challenging times. 

Posted June 26, 2024
small business tips

Proper financial organization provides a clear picture of your business's financial health, aids in compliance with tax regulations, and facilitates informed decision-making.    It’s not always easy for business owners to organize business income and expenses, since you’re already busy with other tasks, such as growing your business, marke

Posted June 19, 2024
Business Tips

As a small or medium-sized business owner, managing your work-life balance is crucial. One way to achieve this is by combining business trips with family vacations. This approach can be appealing, offering potential cost savings and a chance to spend time with loved ones.

Posted June 12, 2024
small business tips

No matter what kind of business you operate, positive cash flow is vital to its success. It’s so important that some businesses end up failing because they can’t get a handle on cash flow. What can happen is that a business ends up needing to take out loans to bridge the time between services rendered and payment received.

Posted June 5, 2024
Tips

The final five years leading up to your retirement offer you final chances for solidifying your financial security, ensuring you can enjoy your later years without financial worry. This period is an opportunity to make strategic decisions with expert advice from your CPA to maximize retirement readiness.

Posted May 22, 2024
Business Strategies

In a time when technology dominates every sector, cybersecurity has become a serious concern for businesses of all types and all sizes. No matter what kind of business you’re in, you need to harden your systems to help thwart hacker breaches. These tips listed below are not just best practice, but necessity. Cyber threats are real.

Posted May 14, 2024
Business Tips

Deciphering IRS rules on business travel deductions is critical for reducing tax liability effectively and maintaining compliance. Thankfully, you can rely on your CPA to do this work. But you should have an idea of what allowable deductions for business travel are, so you can maximize them to their fullest advantage.

Posted May 6, 2024
Tips

In today's increasingly competitive job market, a college education is often seen as essential for securing a prosperous future. As a result, parents are under immense pressure to save for their children's higher education expenses.

Posted April 26, 2024