Agency News

Accounting Software – Update it Regularly

Why business owners should regularly upgrade their accounting software Many business owners buy accounting software and, even if the installation goes well, eventually grow frustrated when they don’t get the return on investment they’d expected. There’s a simple reason for this: Stuff changes. Technological improvements are occurring at a breakneck speed. So yesterday’s cutting-edge system can quickly become today’s sluggishly [...]

2018-03-23T15:17:32-04:00June 29th, 2017|Agency News|

Put Your Successor in a Position to Succeed

Business owners: Put your successor in a position to succeed When it comes time to transition your role as the business owner to someone else, you’ll face many changes. One of them is becoming a mentor. As such, you’ll have to communicate clearly, show some patience and have a clear conception of what you want to accomplish before stepping down. [...]

2018-03-23T15:11:22-04:00June 15th, 2017|Agency News|

IT Strategy

It may be time for your company to create an IT plan Many companies take an ad hoc approach to technology. If you’re among them, it’s understandable; you probably had to automate some tasks before others, your tech needs have likely evolved over time, and technology itself is always changing. Unfortunately, all of your different hardware and software may not [...]

2018-03-23T15:09:14-04:00May 19th, 2017|Agency News|

A Successor in your Transition Plan

3 Hot Spots to Look for Your Successor Picking someone to lead your company after you step down is probably among the hardest aspects of retiring (or otherwise moving on). Sure, there are some business owners who have a ready-made successor waiting in the wings at a moment’s notice. But many have a few viable candidates to consider — others [...]

2017-05-03T14:04:01-04:00May 5th, 2017|Agency News|

Bring Your Kid To Work Day

On Thursday, April 27th we hosted 16 precious children. None have said they want to be accountants when they grow up!? They participated in group games and activities that demonstrated leadership, teamwork, accountability and learning their strengths and latent talents. #countonme

2017-04-28T13:13:23-04:00April 28th, 2017|Agency News|

Great Customer Service Experience

How can you take customer service to the next level? Just about every business intends to provide world-class customer service. And though many organizations claim their customer service is exceptional, very few can back up that assertion.  Once a company has established a baseline level of success in interacting with customers, it’s not easy to get to that next level of [...]

2017-04-19T13:09:32-04:00April 15th, 2017|Agency News|

Valuation Expertise is key to Succession Planning

What can a valuation expert do for your succession plan? Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell, dissolve or transfer the business to family members (or a nonfamily successor). Many complicated issues are involved, including how to divvy up business interests, allocate value [...]

2017-02-22T12:45:01-05:00February 22nd, 2017|Agency News|

Strategic Planning for Small Business

Envision your advisory board before you form it Strategic Planning is crucial to every small business.  Many companies reach a point in their development where they could benefit from an advisory board. It’s all too easy in today’s complex business world to get caught up in an “echo chamber” of ideas and perspectives that only originate internally. For many business [...]

2017-02-14T13:18:17-05:00February 8th, 2017|Agency News|

Deductions Documentation and Expenses

Documentation is the key to business expense deductions If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on valuable deductions. Here are two recent U.S. Tax Court cases that help illustrate the rules for documenting deductions. Case 1: Insufficient records In the first case, the court found that a taxpayer [...]

2016-09-20T11:10:30-04:00September 20th, 2016|Agency News|

What Can You Deduct? Business Verses Pleasure

Combining business and vacation travel: What can you deduct? If you go on a business trip within the United States and tack on some vacation days, you can deduct some of your expenses. But exactly what can you write off? Transportation expenses Transportation costs to and from the location of your business activity are 100% deductible as long as the [...]

2016-08-23T11:08:13-04:00August 23rd, 2016|Agency News|
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