December 2021 Business Due Dates
While you may have holiday music on and customers are swept up in a holiday rush, as a business owner, you have some important deadlines to meet before the end of the year.
Our Three Cents — Insurance in Exit Planning
Insurance transfers the financial risk to an insurance company. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, talk with Director of Insurance Planning, Jim Crone, CFS®, CLU®, about using insurance in your business to transfer the risk…
Record Expenses in QuickBooks Online and On Your Phone
It’s easy to go out to lunch with a client and forget to save the receipt, which means your books won’t be accurate. QuickBooks Online provides two ways to enter expenses: record on the site itself, or you can snap a photo with your phone using the QuickBooks Online mobile app.
Is Your Business Eligible for the Research and Development Tax Credit?
Has your business solved technological challenges, invested in software development, or re-engineered manufacturing processes? Your business may be eligible for the federal research and development tax credit.
The Ins and Outs of Bookkeeping: All the Best Practices to Get the Best Financial Outcome from Your Organization
On the surface, bookkeeping is the process of keeping accurate, thorough records of your business financials. But once you begin to dive deeper, you see that it’s about so much more than that.
Our Three Cents — Team Spirit
In this episode of “Our Three Cents – Exit Planning Strategies” podcast,, we discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.
The Importance of a Well-Oiled Accounting Function
Experts are clear and unified on the importance of getting accounting basics straight before worrying about the other details, even if those details cost money in terms of penalties.
8 Essential QuickBooks Online Tips
There are always tips and tricks to learn about the applications we use every day. Here are 8 tips for expanding your use of QuickBooks Online.
Your Exit Planning Team
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.
The Art of Running a Successful Family Business: Breaking Things Down
Family businesses often fail just the same as others do. If you truly want to make sure that yours gets off on the right foot, we provide a few key things to keep in mind.