Naming a Trust as Your Retirement Account Beneficiary
Retirement planning extends far beyond maximizing contributions and choosing investment allocations. One critical decision that many owners of retirement accounts […]
Bookkeeping
7 Essential KPIs Every Business Must Track for Success
Key Performance Indicators (KPIs) serve as the compass for your business decisions. Without tracking the right metrics, you’re essentially flying
How to Use the Saver’s Credit for 2025 to Boost Your Refund
How to Use the Saver’s Credit for 2025 to Boost Your Refund Introduction Imagine being rewarded just for saving for
What’s New on Your 2025 W-4? Here’s What to Watch For
What’s New on Your 2025 W-4? Here’s What to Watch For Introduction Starting a new job? Adjusting your withholdings? The
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025?
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025? Introduction Imagine reducing your federal tax burden while keeping
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill”
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill” Introduction The “One Big Beautiful Bill” (H.R. 1) is a
The Ultimate Guide to Simplifying Your Small Business Finances (Part 2)
Choose an Accounting Method There are two accounting methods available to small businesses: accrual accounting and cash accounting. You need
The Ultimate Guide to Simplifying Your Small Business Finances (Part 1)
One of the most crucial aspects of your launch is deciding how to organize and handle your cash. How are
How To Avoid The Most Common Bookkeeping Mistakes
Take a break from worrying about possible mistakes in your financial records. For entrepreneurs, encountering some bookkeeping kinks as they
How To Guide To Bookkeeping for Therapists
Just as your therapy clients rely on your expertise for their wellbeing, your business’s financial health hinges on consistent and