Gain Insights

Stay informed and know what’s important to your organization.

Nothing in life is more is more exciting and rewarding than the sudden flash of insight that leaves you a changed person.

Arthur Gordon Webster

How Have You Been Preparing For Your Taxes?

If you read our FB posts the last couple of weeks, you will know that we have talked about being prepared for your taxes. AND how some businesses’ taxes will need to be done by 03/15 instead of 04/15 depending on their structure.  

Here are the questions we shared: 


LLC? S-Corp?  Something else?  This will affect when you file your taxes, and what kind of tax documents you’ll need to file.


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April the 15th…

Did your blood pressure spike just by reading that date? 

For many business owners, April 15th is associated with guilt, panic, and stress.

But what if didn’t have to be?  What if April 15th was just another Thursday, no sweat?

What if your business’ financial records were completely ready and sent to your CPA before January even ended?

What if your accountant filed your 2020 taxes in January – and you received a tax refund by Valentine’s Day?

Or, even if you received a tax bill, what

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The Mingle Jingle…

If your business is doing the mingle jingle, it’s time to STOP! You know, co-mingling funds…. EEK! 

Everyone knows (or at least SHOULD know) that you need a separate bank account for your business finances.

But do you know how to pick a bank that will be a good fit for your unique business needs?

If you’re not sure which questions to ask, or how to weigh and compare bank features, then this link should help – it’s a list of questions I recently came across on a

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Hey Siri, manage my books…..

Ever wish your bookkeeping + financial software was more like Siri? Especially for your business finance questions? 

Like, “Hey Siri – how can I reduce my business expenses?”, or, “Hey Siri – how can I increase my business’ profit margin?”

Here’s the good news – as long as your bookkeeping data is up to date, your financial reports can act as a “Siri” for your business finances. All you have to know is where to look!

Here’s a couple of examples:

“Hey, Siri – how can I

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Invoices: Sometimes You Have To Write it Off

Sometimes you just gotta write it off…..

Did you know that 16% of invoices don’t get paid?

Think about it – you get paid for 8 invoices in a row, no sweat.  But when you send out that 9th or 10th invoice … the client just doesn’t pay!

And not only are you left in the lurch, you’ve now got this annoying unresolved transaction in your financial records.  

So what do you do with that irritating open invoice?  Should you delete it?  Void it??  How do you

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End of the Year, Check Up Time…

Check-up Time….

Do you know if your business finances are ready for the end of the year?

Follow up question: do you even know what exactly you need to do in order to … well, BE ready for the end of the year?

You may not know what exactly you need to do to finish your 2020 finances, right?

You’re in good company… 40% of business owners say that bookkeeping is the WORST part of owning their business.

… which then makes it the easiest part of your business to

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