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2017 Year End Preparation
Another great milestone… Hang on, you’re almost there; it’s nearly time to celebrate another successful milestone in your business! Tax season is just around the corner and now is the time to give tribute to all the hard work you’ve done by “getting those little ducklings in a row” (…and by that we mean starting…
Tips when Applying for a Loan
The idea… We’ve all had our hearts set on something, whether it was remodeling the office or purchasing new equipment for the business…there are just times when getting a loan is appropriate. There are also times when this can feel a bit like a gray area too. When inspiration hits, reality is soon to follow….
Fathom and Xero, what a Beautiful Pair
A Xero refresher… If you’re running a business, then chances are good that you know of or have already incorporated Xero software to help with the financials. With Xero, the sky is the limit. The list of things to help grow and organize your business seems endless. From tracking your inventory, controlling your cash flow,…
Annual Reports are Due!
Make sure you file your annual reports. Florida has a due date of May 1st for annual reports. Keep in mind these are not tax returns and are separate from your state income tax filings. Failure to complete this timely will result in a $400 late fee or worse. The state will dissolve your entity…
Essential Software and Tools for Entrepreneurs
ByGuestGuest Post by: Chloe Kimble Being an entrepreneur is tough work, especially when it comes to managing your time. The good news is that there are programs that can help and the the digital CPA provides ways to help you manage your work wisely. This includes the use of software, tools, and apps to lessen the…
How-To | Onboarding | Practice Management | Tax | WorkFlowProper Workflow Necessary for Efficiency
Tax Preparation WorkFlow Roundtable This video is the result of recent thread regarding workflow on Accountants, Bookkeepers and Business Owners , a collaborative Facebook group with over 6000 members. One of the members posted a question about workflow for her growing tax practice that generated a lot of interest and prompted us to set up the roundtable. Best…
