financial planning, discovery session, small business, strategy,

Two Reasons to Celebrate

Tax season is over and Discovery Sessions are now open! Guys. Guys! Tax season is OVER. This is us right now–feel free to join in: A huge congratulatory shoutout to all of you indomitable entrepreneurs and small business owners who toughed out another tax season… …and another shoutout to the doughty CPAs who helped their clients…

tax season, taxes, countdown, list

2016 Tax Season Countdown: March

If you have kids, you know that feeling. Maybe they came home grumpy from a bad day at school. Maybe they stormed in from playing outside with siblings or friends who were teasing them. Maybe they’ve been misbehaving and earned themselves a time-out. Whatever the reason, after the dust has settled, you find yourself creeping up the…

bookkeeping, deductions, business gifts, business expense, expenses, write off, tax season

“Can I Write It Off?” – Business-Related Gifts

Wondering if you can write off business-related gifts on your 2016 tax return? Here’s everything you need to know. Say what you will about the commercialism of Valentine’s Day, it’s great for working folks! Our office was awash with chocolates, cookies, flowers, cards, and boxes of those chalk-textured conversation hearts. (#FunToRead #GrossToEat) Of course, we sent our…

accounting, cloud accounting, software, shopify, xero, small business tools

Xero + Shopify – A Marriage Made in Cloud Accounting Heaven

   Our favorite cloud-based accounting system just got awesomer. We didn’t think Ben & Jerry’s could get any better. Then they put a cookie core in it and blew our minds. That’s about how we felt when we heard that Xero, our favorite cloud-based accounting system, was combining forces with e-commerce engine Shopify. In case you haven’t…

Profit First 101: How to Make Your Habits Earn More for You

As business owners, many of us are constantly reminded that, “you need an accounting system and you need to know how to read your reports and understand your numbers.” What if there was an accounting system that was incredibly easy and worked with our natural instinct of bank balance accounting? What is Bank Balance Accounting? If you need to…