When it comes to managing your finances, whether it’s for personal or business purposes, having a Certified Public Accountant (CPA), Bookkeeper, or any other financial professional can be a game-changer. These professionals bring valuable expertise, insights, and knowledge to help you make informed decisions and navigate complex financial matters. In this blog post, we’ll explore […]
With an endless stream of blogs, articles and YouTube tutorials, filing your own taxes may seem as easy as searching Google for “How to DIY taxes.” However, many people who prepare their own taxes aren’t alerted to mistakes until it’s too late — when they receive a notice from the the Internal Revenue Service (IRS).
Have you set yourself up for success this year? It’s time to get started. With the holidays and the Super Bowl behind you, it’s time to get clear about your goals for the coming period. January 1st is an arbitrary date for many business owners. While the New Year comes with a sense of renewal
Are you thinking about hiring somebody, or thinking that you have a need to hire somebody? In this week’s episode, I will discuss 3 things you should consider before going about your hiring journey. Show Notes: Want to book a Wayfinder?: Let’s start a conversation. Relevant Quora post about Wayfinder: https://www.quora.com/What-are-some-great-questions-for-a-client-strategic-planning-session/answer/Chris-Hervochon Relevant Quora post about
Why wait until tax season to meet your financial goals? The current landscape… Intuit, makers of TurboTax and QuickBooks, are making a big splash this year by offering CPAs on-demand as you’re filing your tax return. If you watched either of the NFL games this weekend (the Patriots…again?…ugh…), then you know exactly what I’m talking
The Government Shutdown Whelp… Here we are, January 7th, and the #GovernmentShutdown continues with no end in sight. The government shutdown began at midnight EST on Saturday, December 22, 2018, so today will make day 17 of the shutdown. Certainly the shutdown is affecting millions of Americans, and from a tax preparer’s point of view and a
As a business owner, you need to know your numbers. Ever seen The Profit? As a business owner you need to know your numbers, and if you’ve ever seen the show, you know that nothing frustrates Marcus more than when business owners don’t know theirs. A CPA like me can help with that. On this
Where to start… You’ve got drive, energy, and an awesome idea for a product or service. But, did you consider your accounting needs? Accounting tends to be one of the more mundane considerations, especially when you have so many exciting things happening as you start your business. Here are the 4 accounting bases you need
In this video I will be walking you through an automation I built for my business that covers customer acquisition and management, meeting scheduling, invoicing and payment collection. This is a template of how you can automate tasks in your business while also marrying financial and non-financial data for greater insights.