A Professional Employer Organization (PEO) is a company that partners with businesses to handle payroll, benefits, and HR tasks under one roof. Think of it as an extension of your team—taking care of the behind-the-scenes […]
Is It Time to Move to a PEO? Read More »
5 Steps to Get Started with a Salary Analysis Before you set next year’s raises, make sure your pay ranges are grounded in reality. The five steps below show how to align roles, compare to
How Do I Prepare a Salary Analysis? Read More »
If your company has incurred research and experimental expenses over the past few years, recent changes to the federal tax law need your attention. The One Big Beautiful Bill Act, signed in July 2025, restored
Important Tax Changes for September 2025 Read More »
On July 4, 2025, a sweeping new tax law – the One Big Beautiful Bill Act, referred to in this article as the OB3 – was signed into law. The legislation makes permanent several expiring
What to Know About the New Tax Law Signed July 4, 2025 Read More »
August feels like a fresh start. New classes. New schedules. New goals. It’s also the perfect time to get a handle on something that will matter for the rest of your life: how you manage
Originally published August 31, 2016 – Updated April 9, 2025 A common question I receive from small business owners is, “How do I calculate my quarterly tax payments?” At the heart of this question is
The Ultimate Guide to Estimated Taxes (Form 1040-ES) Read More »
Originally published June 13, 2023 – Updated 2025 Whether you run a global corporation or a small business, how you manage cash flow determines whether a business lives, thrives, or dies. Smart business owners partner
What is a cash flow spreadsheet? Read More »
Remember the early days of your business? Tracking expenses in spreadsheets late at night, figuring out invoicing systems between client calls, and trying to make sense of tax requirements while actually running your business. For
When and How to Level Up Your Financial Management Read More »
Picture this: A promising tech startup is wrapping up their Series A pitch. The product is solid, the market fit is there, and the growth numbers are strong. Then comes the due diligence. What they
Common Accounting Mistakes for Startups and How to Avoid Them Read More »
Picture this: It’s midnight, you’re reviewing tomorrow’s pitch deck, when suddenly you remember – quarterly taxes are also due tomorrow. Sound familiar? For many entrepreneurs, tax obligations sneak up like unexpected product emergencies: demanding immediate
Tax Preparation for Startups: What Every Entrepreneur Needs to Know Read More »
Building a business is exciting – you’re bringing new ideas to life, driving innovation, and potentially shaking up entire categories and industries. But while you’re focused on product-market fit and scaling your team, critical financial
CPA for Startups: Why Your Small Business or Startup Needs a Financial Expert Read More »
