Copyright vs. Patent vs. Trademark

Many very successful medium to large businesses started out small. As their business grew, they found it necessary to get patents, trademarks, and copyrights to ensure others didn’t infringe on..

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Are You Storing Obsolete Inventory?

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May Employee Spotlight: Jamie Nau

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April 2019 Employee Spotlight: Jake Grimm

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5 Tax Myths You Need to Know

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Do You Know What Tax Records Should You Keep?

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7 Tax Items Commonly Overlooked

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March 2019 Employee Spotlight: Ally Duras

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Advertising Your Business with Limited Funds

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Amended Tax Returns: What You Need to Know

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February 2019 Employee Spotlight: Jade Dervan

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Are Your W2’s Forms Correct?

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6 Signs You Might Get a Tax Surprise

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Do You Qualify for the New Business Deduction?

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5 Tax Saving Deductions In 2019

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Natural Disaster Victims and the New Tax Code

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Distributed vs Traditional: Two Distinct Business Models

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Shedquarters: Getting Creative with your Home Office

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2019 Mileage Rates Announced by IRS

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January 2019 Employee Spotlight: Deb Shimel

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The Government Shutdown and Your Small Business

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Tax Changes in 2019

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Tax Deductible Charity Donations

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2019 Social Security changes

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December Spotlight: Cathy Eix

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Ready-Set-Shop!

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Happy Thanksgiving

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The How, When, and Why of Customer Statements

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A Salute to All Veterans

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IRS Advises Retirees to Check Their Withholdings

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Tax Tips for the Self-Employed

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November Employee Spotlight: Nicole Carlton

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HAPPY HALLOWEEN!

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Add to Your IRA Using Your Tax Refund

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Establishing a Comfortable Retirement

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5 Tips to Boost Your Credit Score

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Is it Fraud or Negligence? What’s the Difference?

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Blockchain Is Speeding Up Online Transactions

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Netiquette for Virtual Employees

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Time to Check Your Tax Strategy

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The Trade War Effect and Your Business

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Tips for Charitable Donations

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Education Tax Changes

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Remarkable Insider Advice: How to be a Working SAHM

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Reducing Your Business Inventory Risk

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Slowing Your Employee Turnover Rates

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Accuracy is Vital in Business Inventory Numbers

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October Employee Spotlight: Wendy Sather

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Tips to Survive a Price War

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Make Part-Time Employees an Asset to Your Business

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Tips to Retain Your Employees

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Forecasting: The Key to Sleeping Better at Night

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Good Debt vs. Bad Debt

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Will You Be Prepared if Disaster Strikes Your Business?

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Is it a Hobby or Your Business?

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Are Your Prices Right?

Got Clutter?

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Should You Amend Your Tax Return?

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Cash Flow Tips for Small Business

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Teaching Your Children about Money

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Charitable Work Can Reduce Your Tax Bill

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The Family Business and Succession

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Small vs. Large Business- How to Compete

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Tax Deadlines and Tax Tips

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Strengthening Unity, Culture & Communication on Remote Teams

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Happy Labor Day!

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September Employee Spotlight: Angie Douglas

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Your Business Accounting System

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College Students and Credit Cards

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Saving for Retirement When Self-Employed

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Business Insurance Tips

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How You Can Become Debt Free

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Tax Tips to Manage Capital Gains

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Student Loan Forgiveness or a Tax Trap

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Improve Your Company's Financial Health Using QuickBooks

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Money Saving Tips for Small Business

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Useful Productivity and Security Tools

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Sales Tax Changes

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What’s Your Required Minimum Distribution Plan?

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Selling Your Small Business

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Improving Your Financial Health

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Estate Planning Tips

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Five Retirement Planning Mistakes

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Managing Your Digital Footprints

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Could You Lose Your Social Security Benefits?

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August Employee Spotlight: Shawn Pooler

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Preventing Fraud within the Your Company

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Retirement Isn’t for Everyone

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What’s in a Good Business Partnership?

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Welcoming three new employees!

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Tax Credits for New Parents

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Summit CPA: Top 50 Small Business Blogs to Subscribe to in 2018

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Summer Tax Tips

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Retirement Tax Tips

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The 80-20 Rule for Business Profitability

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QuickBooks Online - Run These Reports Regularly

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Getting Your Debt Under Control

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Saving for Your Retirement

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Getting Your Customers to Pay Up

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Are Your Starting a New Job?

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Hiring Your Family and Friends

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Is Your Company Susceptible to Payroll Fraud?

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Happy Birthday America!

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Funding Your Small Business

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July Employee Spotlight: Diane Church

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Time to Review Your Tax Strategy

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Reviewing Your Insurance Needs

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What’s in Your Employee Manual?

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Why You Shouldn’t Receive a Tax Refund

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Tips for Handling an Overflowing Inbox

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Before You Start a Home-based Business

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Leadercast: An Opportunity to Lead and to Bond

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Good Customer Service Equals Success

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Make Your Shareholder Loan Audit Proof

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Honoring Father's Day!

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It’s Time for Your 2018 Mid-Year Tax Planning

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Organization: Tools and Techniques to Keep Yourself Organized

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Are You Getting Paid?

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New: Family Medical Leave Credit for Small Business

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3 Tax Tips for Small Business

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Home Upgrades That Pay Off

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How Divorce Affects Your Tax Filing Status

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8 Things to Consider Before Boomeranging

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QuickBooks: How to Use Product and Service Records

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June Employee Spotlight: David Bernhardt

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Finding Potential Employees

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How to Get the Most Out of Your Professionals

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new business

Bootstrapping Your Start-Up

Topics: Cash Flow Management

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In Honor of Memorial Day

Topics: Announcements

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Tax Benefits of Owning a Home

Topics: Individual Taxes

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Is Your Business Experiencing Growing Pains?

Topics: Cash Flow Management

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New: Health Savings Account Limits

Topics: Virtual CFO

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Tips and Tricks for the Work From Home Parent

Topics: Virtual CFO, distributed company

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Basic Accounting 101

Topics: Outsourced Bookkeeping

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Estate Planning for Your Digital Accounts

Topics: Estate Planning

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Improve Your Business Cash Flow

Topics: Cash Flow Management

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How to Avoid a Credit Card Catastrophe

Topics: Cash Flow Management

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Time to Check Your Tax Withholding

Topics: Individual Taxes

Welcome to our newest employees!

Topics: Announcements, Virtual CFO, distributed company, Employee Spotlight

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Update Your Important Documents

Topics: Estate Planning

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How an Appraisal Can Help Your Business

Topics: Virtual CFO

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8 Practical Tips for the First-Time Remote Worker

Topics: Virtual CFO, distributed company, Remote work

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Going Paperless

Topics: Business Advisory

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Evaluating Your Retirement Plan

Topics: Wealth Management

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QuickBooks Part 2: Tracking time

Topics: QuickBooks Consulting

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May Employee Spotlight: Amanda Legere

Topics: Virtual CFO, distributed company, Employee Spotlight

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Reduce Your Workload

Topics: Outsourced Bookkeeping

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Pros and Cons for Hiring Contractors vs Employees

Topics: Virtual CFO, distributed company

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Innocent Spouse vs. Injured Spouse

Topics: Individual Taxes

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IRS Audit Rates Continue to Decline

Topics: Individual Taxes

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Update: Tax Cuts and Jobs Act

Topics: Business Taxes

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Handling the Health Care Coverage Gap

Topics: Virtual CFO

5 Myths About Working From Home

Topics: Virtual CFO, distributed company

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How to Handle Back Taxes

Topics: Individual Taxes

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We’re Taking a Break Today

Topics: Virtual CFO

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TAX DAY IS HERE!

Topics: Individual Taxes

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Five Tax Myths

Topics: Virtual CFO

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Making Your Business a Success

Topics: Business Advisory

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To Incorporate or Not to Incorporate

Topics: Virtual CFO

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April 2018 Tax Filing Reminders

Topics: Individual Taxes

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How to Track Time in QuickBooks- Part 1

Topics: Virtual CFO

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FTC Mailing Refund Checks

Topics: Virtual CFO

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Estimated Tax Payments

Topics: Individual Taxes, Virtual CFO

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Interest Rates Increase in the Second Quarter

Topics: Wealth Management

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Preparing to Sell Your Business

Topics: Business Advisory

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Communicating with Clients in a Virtual World

Topics: Virtual CFO, distributed company

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Happy Easter!

Topics: Announcements

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Before You Call the IRS

Topics: Individual Taxes

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2017 Deductions for Charitable Donations

Topics: Virtual CFO

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Put Your Tax Refund to Work

Topics: Individual Taxes

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A Checklist for the Remote Worker

Topics: Virtual CFO, distributed company

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Should You File an Extension?

Topics: Individual Taxes

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Dealing with Angry Customers

Topics: Business Advisory

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Customer Service and Your Business

Topics: Business Advisory

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New Business Tax Checklist

Topics: Virtual CFO

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Extended Tax Filing Time

Topics: Individual Taxes

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Is it Time to Take a Required Minimum Distribution?

Topics: Wealth Management

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Boost Your Retirement Account with Your Tax Refund

Topics: Cash Flow Management

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BEWARE! Another New Tax Scam

Topics: Individual Taxes

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What is a Virtual 401(k) Audit and How Does it Work?

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When is Income NOT Taxable?

Topics: Individual Taxes

Partnership Needs More Than a Handshake

Topics: Business Advisory

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6 Best Practices for Effective Proposals and SOWs

Topics: Cash Flow Management, Business Advisory, Virtual CFO, distributed company

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Tax Filing Tips for Your 2017 Return

Topics: Individual Taxes

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The Joys and Challenges of Relocation When You Work Distributed

Topics: Virtual CFO, distributed company

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March Employee Spotlight: Allyson Grimm

Topics: Virtual CFO, distributed company

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Do You Have an Emergency Fund?

Topics: Cash Flow Management

Tax deduction revival

Home and Education Tax Breaks Revived

Topics: Individual Taxes

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Use Setting to Customize QuickBooks Online

Topics: QuickBooks Consulting

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March 2018 Tax Deadlines

Topics: Business Taxes

Hiring a relative

Hiring Family Members

Topics: Business Advisory

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What You Should Know about Taxes and Virtual Currencies

Topics: Virtual CFO

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A Guide for Traveling the Country in a Van (while working full time)

Topics: Virtual CFO, distributed company

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Small Business-What You Should Know

Topics: Virtual CFO

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Small Businesses in 2018

Topics: Business Advisory

Secure Your Investments-Diversify

Topics: Virtual CFO

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Sunk Costs- Know When to Walk Away

Topics: Virtual CFO

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How will the New Tax Cuts Affect You?

Topics: Individual Taxes

Fraud protection

Payroll Fraud- Is Your Company Vulnerable?

Topics: Virtual CFO

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Tax Facts and Tips

Topics: Individual Taxes

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What Tax Records Should You Keep?

Topics: Individual Taxes

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IRS Announces 2018 Changes for the Kiddie Tax

Topics: Individual Taxes

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Tax Fraud Prevention

Topics: Individual Taxes

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February 2018 Summit CPA Employee Spotlight: Tom Wadelton

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Tips for Starting a Successful Business

Topics: Cash Flow Management

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Customer Records Using QuickBooks Online

Topics: QuickBooks Consulting

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New Capital Expense Tax Rules for 2018

Topics: Business Taxes

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Is Blockchain the Future of Accounting? [Infographic]

Topics: distributed company

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The Nanny Tax is Not Just for Nannies

Topics: Business Taxes

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How Can a Virtual CFO Help Your Business?

Topics: Virtual CFO

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The Marketing Tool Every Business Needs

Topics: Virtual CFO

2018 Tax Reform Details

Topics: Individual Taxes

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11 Reasons Why You Should Join the Summit CPA Group Team

Reminder: Business Tax Deadlines

Topics: Business Taxes

How to Work From Home with Kids

Topics: distributed company

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Make Your Business Spending Pay Off

Topics: Business Advisory

When Should You Draw Your Social Security?

Topics: Cash Flow Management

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Tax Cuts and Jobs Act Update

Topics: Business Taxes, Individual Taxes

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How to Avoid a Tax Audit

Topics: Individual Taxes

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Tips to Improve Your Credit Score

Topics: Virtual CFO

It's Time to Audit Your Insurance Needs

Topics: Business Advisory

No Change in 1st Quarter Interest Rates

Topics: Business Advisory

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How’s Your Business Status Working?

Topics: Business Advisory

January 2018 Tax Deadlines

Topics: Business Taxes

Are You Ready to Start a New Business?

Topics: Business Advisory

A New Year Resolution for Your Business

Topics: Business Advisory

How’s Your Financial Forecast?

Topics: Cash Flow Management

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Download Transactions Using QuickBooks Online

Topics: QuickBooks Consulting

Happy New Year 2018!

Topics: Announcements

Company Buyout Pros and Cons

Topics: Virtual CFO

Secure Your Tax Deductions in 2017

Topics: Individual Taxes

Think Before You Click

Topics: Virtual CFO

Surviving a Price War.

Topics: Cash Flow Management

Your Donations May Cut Your Tax Bill

Topics: Individual Taxes

Keep Your Holidays Fraud Free

Topics: Cash Flow Management

Important Retirement Planning Steps

Topics: Wealth Management

Should Your Business Incorporate?

Topics: Virtual CFO

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Should I start my accounting career with a distributed-model company?

Topics: distributed company

Five Important Year-End Tax Tips

Topics: Business Advisory

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Are You Saving Enough for Your Future?

Topics: Virtual CFO

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The Employee Handbook

Topics: Business Advisory

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Summit CPA Group: First Annual Company Retreat

Topics: distributed company

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How to Wow Your Clients

Topics: Business Advisory

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Have You Recently Changed Your Name?

Topics: Cash Flow Management

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QSEHRA 101

Topics: Business Taxes, Healthcare

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Sales Tax Set-Up in QuickBooks Online

Topics: QuickBooks Consulting

Credit Cards and Your Child

Topics: Cash Flow Management

2018 IRS Identity Theft Protections Announced

Topics: Business Taxes

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Check Your Social Security Benefit Status

Topics: Wealth Management

Complaints or Opportunities?

Topics: Business Advisory

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December 2017 Tax Filing Reminders

Topics: Business Taxes

Year-End Business Tax Tips

Topics: Business Taxes

Avoiding the Credit Card Trap

Topics: Cash Flow Management

Hiring Your Dream Team

Topics: Virtual CFO

The Freelancer Dream and Finances

Managing Your Business Tax Deadlines

Topics: Business Taxes

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Happy Thanksgiving!

Topics: Announcements

Charitable Gifts are Deductible

Topics: Individual Taxes

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Celebrate Small Business Saturday

Topics: Business Advisory

Teaching Your Kids Financial Responsibility

Topics: Cash Flow Management

Managing Your 401k When a Business Closes

Topics: Cash Flow Management

Social Security Changes in 2018

Topics: Cash Flow Management

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What You Need to Know When Giving a Gift

Topics: Wealth Management

A Good Office Setup = Good Work

Topics: distributed company

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“Tips for Tips”

Topics: Individual Taxes

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Thank You for Your Service

Topics: Announcements

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Can You Spot Phony Money?

Topics: Cash Flow Management

Year End Charity Donations

Topics: Wealth Management

Elements of the Newly “Proposed” Tax Reform

Topics: Business Taxes

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Using Vendor Records in QuickBooks

Topics: QuickBooks Consulting

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New Tax Deadlines for Disaster Victims

Topics: Individual Taxes

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Annual Employee Reviews

Topics: Cash Flow Management

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Reviewing Your Tax Plan

Topics: Individual Taxes

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Happy Hallows Eve!

Topics: Announcements

Financial Gift Giving

Topics: Cash Flow Management

Time to Renew Your ITIN

Topics: Virtual CFO

Are Your Charitable Donations Deductible?

Topics: Individual Taxes

Equifax Security Breach

Topics: Virtual CFO

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Section 179 Tax Planning

Topics: Business Taxes

The Tax Effect on Debt Cancellation

Topics: Individual Taxes

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Credit Cards and College Students

Topics: Cash Flow Management

Reducing Obsolete Inventory

Topics: Business Advisory

Pros & Cons of Prepaid Debit Cards

Topics: Cash Flow Management

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Necessary Documentation for Your Deductions

Topics: Individual Taxes

Business Meal Deductions

Topics: Business Taxes

Alternative Cost Control Strategies

Topics: Business Advisory

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Too Much Company Stock Can Be Risky

Topics: Cash Flow Management

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QuickBooks Online Mobile App

Topics: QuickBooks Consulting

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Take Control of Your Financial Clutter

Topics: Virtual CFO

Partnering with a Great Business Coach

October 2017 Tax Deadlines

Topics: Business Taxes

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Business Succession Planning

Topics: Business Advisory

Are You Making Bad Business Decisions?

Topics: Wealth Management

Writing a Loan Proposal

Topics: Cash Flow Management

FAFSA Applications Available on October 1, 2017

Topics: Cash Flow Management

529 Savings Withdrawals

Topics: Cash Flow Management

Social Media and Your Business

Topics: Business Advisory

Is it Time to Expand Your Business?

Topics: Cash Flow Management

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Defending Your Fair Market Value

Topics: Cash Flow Management

Predicting Your Cash Flow with Financial Forecasting

Topics: Cash Flow Management

Who's on Your Financial Team?

Topics: Business Advisory

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Outsourcing Payroll Obligations

Topics: Outsourced Bookkeeping

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Going into Business with Your Spouse

Topics: Business Advisory

The Burden of Student Loan Debt

Topics: Cash Flow Management

New Business Tips

Topics: Business Advisory

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Are You Making the Right Pricing Decisions?

Topics: Business Advisory

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How to Record a Vendor Credit in QuickBooks

Topics: QuickBooks Consulting

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September 2017 Tax Reminders

Topics: Business Taxes

Time to Review Your Beneficiaries

Topics: Cash Flow Management

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Common Homeowner Insurance Mistakes

Topics: Cash Flow Management

Are You Prepared for a Disaster?

Topics: Announcements

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Celebrating the American Workforce

Topics: Announcements

Customer Service Tips

Topics: Virtual CFO

What is Your Check and Balance Plan?

Topics: Business Advisory

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Your Budget vs. Actual Report

Topics: Cash Flow Management

Can You Spot a Bogus Email?

Topics: Business Advisory

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Delegating Effectively

Topics: Business Advisory

Common Tax Mistakes

Topics: Individual Taxes

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Are You an Employee or Independent Contractor?

Topics: Cash Flow Management

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Basic Accounting Tips for Business Owners

Topics: Cash Flow Management

Are Your Investments at Risk?

Topics: Cash Flow Management

Congress Ends College Tuition Deduction

Topics: Individual Taxes

Buying Into a Franchise

Topics: Virtual CFO

7 Best Practices for QuickBooks Online

Topics: QuickBooks Consulting

Who's Paying for College?

Topics: Cash Flow Management

Reverse Mortgage Q & A

Topics: Cash Flow Management

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529 College Savings Plan Withdrawal Rules

Topics: Individual Taxes

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Are You Selling Your Business?

Topics: Cash Flow Management

IPO Investment Facts

Topics: Business Advisory

Time to Review Your Tax Plan

Topics: Individual Taxes

Does Your Business Need an In-House Accountant or a CPA Firm?

Topics: Virtual CFO

Making the Right Pricing Decisions

Topics: Cash Flow Management

Learning from the Best

Topics: Business Advisory

Should You Lease or Buy Business Equipment?

Topics: Business Advisory

Small Business Cash Flow Tips

Topics: Cash Flow Management

Are Casualty Gains Taxable?

Topics: Individual Taxes

Buy/Sell Agreements are Vital to a Business

Topics: Business Advisory

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The Facts about Health Savings Accounts

Topics: Cash Flow Management

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What to Do If You Receive a Letter from the IRS?

Topics: Individual Taxes

Changing Jobs with an Existing 401K

Topics: Cash Flow Management

Senior Citizens Targeted by Scammers

Topics: Cash Flow Management

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Tips to Build Your Emergency Fund

Topics: Cash Flow Management

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Receiving Payments in QBO

Topics: QuickBooks Consulting

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Tax Planning for Your Business

Topics: Business Taxes

Should You Co-sign for a Loan?

Topics: Cash Flow Management

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Teaching Your Child Financial Responsibility

Topics: Cash Flow Management

Are You Looking for Tax-Free Income?

Topics: Individual Taxes

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Retirement Savings Tips

Topics: Cash Flow Management

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Alternate Small Business Financing

Topics: Business Advisory

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Beware Of Bogus E-mails

Topics: Business Advisory

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Before You Buy a New Business

Topics: Cash Flow Management

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Happy 241st Birthday America!

Topics: Announcements

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Home Office Deduction Errors

Topics: Business Taxes

Credit Life Insurance

Topics: Cash Flow Management

Make Your Business a Success

Topics: Cash Flow Management

The Benefits of Hiring Your Child for the Summer

Topics: Business Taxes

Are Emails Taking A Big Bite Out of Your Work Day?

Topics: Business Advisory

Are Unemployment Benefits Taxable?

Topics: Individual Taxes

Are You Having Trouble Getting Paid?

Topics: Business Advisory

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Credit Policy Review

Topics: Business Advisory

The Consequences of Out Dated Beneficiary Information

Topics: Virtual CFO

Cash Flow Management and Your Business

Topics: Cash Flow Management

Happy Father’s Day

Topics: Announcements

Tax Tips and Deadlines

Topics: Individual Taxes

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Landing Your Dream Home

Topics: Cash Flow Management

Trust Falls and Rope Courses

Topics: distributed company

Adoption Tax Options

Topics: Individual Taxes

The Essentials of Customer Service

Topics: Cash Flow Management

Tax Terms You Should Know

Topics: Individual Taxes

Are You Selling Your Home?

Topics: Cash Flow Management

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Financial Planning for Singles

Topics: Cash Flow Management

Making CSR a Priority at a Distributed Company

Topics: distributed company

How’s Your Credit Score?

Topics: Cash Flow Management

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What are Your Chances of Being Audited?

Topics: Individual Taxes

June 2017 Tax deadlines

Topics: Business Taxes

Getting to Know QuickBooks Online Reports

Topics: QuickBooks Consulting

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The Secret Sauce for Running a Distributed Model Company

Topics: distributed company

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Retiring in Comfort

Topics: Cash Flow Management

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Maintaining Your Tax Records

Topics: Cash Flow Management

Should You Incorporate Your Business?

Topics: Cash Flow Management

Who’s Paying for the College Bill?

Topics: Cash Flow Management

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Summit CPA Group Wins Innovation Award

Topics: Announcements

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Are You Being Audited?

Topics: Individual Taxes

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Are You Planning to Work Past Your Retirement Age?

Topics: Cash Flow Management

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Coverdell Education Savings Accounts

Topics: Cash Flow Management

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2017 Business Vehicle Depreciation Limits

Topics: Cash Flow Management

What You Need to Know About Disability Insurance

Topics: Cash Flow Management

You Filed Your Tax Return and Now You Have Questions

Topics: Business Taxes

Happy Mother’s Day!

Topics: Announcements

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Building Your Business Credit

Topics: Virtual CFO

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The Tax Filing Responsibilities of Estate Executors

Topics: Individual Taxes

Your Tax Refund May Be Offset By Your Debts

Topics: Individual Taxes

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Tax Breaks for Job Hunters

Topics: Individual Taxes

Two May Tax Deadlines

Topics: Business Taxes

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Finding the “Best” Employees

Topics: Business Advisory

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It’s Time to Evaluate Your Mid-Year Tax Plan

Topics: Individual Taxes

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Why You Should File a Tax Return

Topics: Individual Taxes

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Were You Selected for a Correspondence Audit?

Topics: Individual Taxes

Need to Set Up Users in QuickBooks Online?

Topics: QuickBooks Consulting

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IRS to Begin Using Collection Agencies

Topics: Individual Taxes

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Tax Filing Deadline is Today

Topics: Individual Taxes

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It’s Tax Time- Are You Prepared?

Topics: Individual Taxes

Tax Time Reminders

Topics: Business Taxes

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Will You Need an Automatic Tax Filing Extension?

Topics: Individual Taxes

Expensive IRA Mistakes

Topics: Cash Flow Management

You Got a Letter from the IRS- What Now?

Topics: Individual Taxes

Nonprofit Organization Tax Reminder

Topics: Business Taxes

No Change for 2017 Second Quarter Interest Rates

Topics: Announcements

April Tax Deadlines

Topics: Business Taxes

April 18th Tax Deadline

Topics: Business Taxes

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Home Improvements and Your Taxes

Topics: Individual Taxes

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How to Apply for a Tax Extension

Topics: Individual Taxes

Charitable Contributions- What You Need to Know

Topics: Cash Flow Management

Tax Refund or Interest-Free IRS Loan?

Topics: Individual Taxes

Diversifying Investments with a Tax Focus

Topics: Cash Flow Management

Newlyweds Tax Tips

Topics: Individual Taxes

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Your First Hour with QuickBooks Online

Topics: QuickBooks Consulting

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Non-Taxable vs. Taxable Income

Topics: Business Taxes

Are Your Deductions Audit Proof?

Topics: Business Taxes

Checklist for Starting a New Business

Topics: Business Advisory

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2017 Inflation Adjusted Tax Numbers

Topics: Cash Flow Management

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Self-Employed Tax Tips

Topics: Business Taxes

Should You Make Estimated Tax Payments?

Topics: Business Taxes

Teaching Your Kids about Charge Cards

Topics: Cash Flow Management

Tax Law Requires Health Insurance

Topics: Individual Taxes

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Forecasting with Metrics for Digital Agencies @ DrupalCon Baltimore

Topics: Virtual CFO

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Earlier Due Date for Partnership Returns

Topics: Business Taxes

Foreign Investments Reporting

Topics: Business Taxes

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Using Custom Fields and Classes in QuickBooks Online

Topics: QuickBooks Consulting

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Qualified Home Office Deductions

Topics: Business Taxes

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How to Use a Budget vs. Actual Report to See into the Future

Topics: Cash Flow Management

March 2017 Tax Deadlines

Topics: Business Taxes

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Starting a Business with Your Spouse

Topics: Cash Flow Management

Have You Been Hacked?

Topics: Cash Flow Management, Virtual CFO

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Employer Identification Number

Topics: Business Advisory

How Grandparents Can Assist with Education

Topics: Individual Taxes

Managing Your Cash Flow

Topics: Cash Flow Management

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Talk Finances with Elderly Parents

Topics: Estate Planning

Tax Deadlines Coming Soon!

Topics: Business Taxes

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What is the Definition of "Dependent”?

Topics: Individual Taxes

Prevent Identity Theft

Topics: Cash Flow Management

Tax Records – Keep or Toss?

Topics: Individual Taxes

Roth IRA Conversion

Topics: Cash Flow Management

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Section 179 Depreciation

Topics: Business Taxes

Assist Employees with Medical Expenses Using HRAs

Topics: Business Taxes

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Certain Tax Credits Require More Information

Topics: Individual Taxes

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Financial Resolutions for Couples

Topics: Cash Flow Management

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Required IRA Distributions

Topics: Cash Flow Management

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Small Steps to Big Goals

Topics: Cash Flow Management

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Use Recurring Transactions in QuickBooks Online

Topics: QuickBooks Consulting

The Alternative Minimum Tax

Topics: Individual Taxes

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Inflation-Adjusted 2017 Tax Numbers

Topics: Individual Taxes

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Tax Bracket vs. Tax Rate

Topics: Individual Taxes

How to Make the Most of Your Tax Refund

Topics: Individual Taxes

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Bartering Can Be an Effective Business Strategy

Topics: Cash Flow Management

Affordable Care Act Information Reporting Deadlines

Topics: Business Taxes

New Business Start-up Tips

Topics: Business Advisory

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New and Extended Tax Form Due Dates

Topics: Business Taxes

Owning Business Franchise

Topics: Cash Flow Management

Retaining Good Employees

Topics: Business Advisory

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Tax Refund Delays

Topics: Business Taxes, Individual Taxes

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New Wage Laws and Form Deadlines

Topics: Business Taxes

Managing Your Debt

Topics: Cash Flow Management

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Deductions Without Itemizing

Topics: Business Taxes, Individual Taxes

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Revised USCIS Form I-9

Topics: Business Advisory

New Mileage Reimbursement Rates

Topics: Business Advisory

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Strategizing for a Successful Business

Topics: Business Advisory

Estimated Tax Payment

Topics: Individual Taxes

Shape Up Your Finances in 2017

Topics: Cash Flow Management

Your Holiday Wedding Check List

Topics: Individual Taxes

Happy New Year 2017!

Topics: Announcements

December Tax Prep

Topics: Individual Taxes

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How Well Do You Know Your Customers?

Topics: Cash Flow Management

2017 Mileage Rates

Topics: Business Taxes

January 2017 Tax Deadlines

Topics: Business Taxes

MERRY CHRISTMAS ONE & ALL

Topics: Announcements

Is the IRS on Your Gift List?

Topics: Individual Taxes

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5 QBO Add-On Apps You May Need in 2017

Topics: QuickBooks Consulting

S Corporation Year End Check

Topics: Business Taxes

Budget Tips for Startups

Topics: Cash Flow Management

No Changes for the "Nanny Tax"

Topics: Individual Taxes

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Time to Tidy-Up Your Financial House

Topics: Cash Flow Management

How Do You Know When it’s Time to Sell a Stock?

Topics: Cash Flow Management

Tax Rules That May Affect Your 2016 Return

Topics: Individual Taxes

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Will Your Social Security Benefits are Taxed?

Topics: Individual Taxes

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New Business Hiring Mistakes

Topics: Business Advisory

December 2016 Tax Deadline Reminder

Topics: Business Taxes, Individual Taxes

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Beware! There’s a New Scam in Town

Topics: Announcements

"Bunching" Your Medical Deductions

Topics: Individual Taxes

Do You Need a Buy-Sell Agreement?

Topics: Cash Flow Management

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Higher Social Security Wage Base in 2017

Topics: Business Taxes, Individual Taxes

Asset Reporting and Reconciliation

Topics: operational compliance

Overtime Rule Blocked

Topics: Cash Flow Management

It’s Black Friday- Ready, Set, SHOP!

Topics: Announcements

Happy Thanksgiving 2016!

Topics: Announcements

Taking Control of Your Holiday Spending

Topics: Cash Flow Management

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Individual Taxpayer Identification Numbers

Topics: Individual Taxes

Celebrate Small Business Saturday on November 26th

Topics: Business Advisory

Starting a New Business

Topics: Virtual CFO

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Paying Bills in QuickBooks Online

Topics: QuickBooks Consulting

How Do You Track Your Spending?

Topics: Cash Flow Management

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When Reviewing Your Tax Strategy Focus on the “Bigger Picture”

Topics: Business Taxes, Individual Taxes

A Salute to Our Veterans

Topics: Virtual CFO

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Increased Self-Employment Tax in 2017

Topics: Business Taxes

Teaching Your Kids About Credit Cards

Topics: Cash Flow Management

Taking “Time” to Boost Productivity

Topics: Cash Flow Management, Virtual CFO

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Social Security Withholding Base Increase in 2017

Topics: Business Taxes, Individual Taxes

Give a Gift That Keeps On Giving.

Topics: Virtual CFO

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Elderly Financial Abuse

Topics: Estate Planning

Year-End Charitable Gifts Tax Benefits

Topics: Business Taxes, Individual Taxes

Happy Halloween from the Staff at Summit CPA

Topics: Announcements

Insurance Enrollment Begins November 1st

Topics: Cash Flow Management

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Saving for Your Retirement

Topics: Cash Flow Management

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Customizing QuickBooks Online Forms

Topics: QuickBooks Consulting

Tax Benefits of Year-End Charitable Gifts

Topics: Business Taxes, Individual Taxes

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What's In Your Business Plan?

Topics: Cash Flow Management

New Estate Planning Rules and Your Year-End Review

Topics: Estate Planning, Individual Taxes

Turn Customer Complaints into Opportunities

Topics: Cash Flow Management

2016 Tax Rules

Topics: Business Taxes, Individual Taxes

The Benefits of a Professional Team

Topics: Cash Flow Management

Getting to Know Your Customers

Topics: Cash Flow Management

REMINDER! Don’t Forget October Tax Deadlines

Topics: Business Taxes, Individual Taxes

Business Tactics for Long-Term Success

Topics: Cash Flow Management

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Who’s Watching over Your Company Cash?

Topics: Cash Flow Management

Making Smart Financial Decisions is Not Easy

Topics: Cash Flow Management

How Long Should You Keep Your Tax Records?

Topics: Business Taxes, Individual Taxes

Charities: Do You Know Where Your Donations Go?

Topics: Cash Flow Management

The Value of Time in Financial Decisions

Topics: Cash Flow Management

Sixty-day Rollover Errors

Topics: Cash Flow Management

Alert! October 2016 Tax Filing Deadlines

Topics: Business Taxes, Individual Taxes

Educational "Tax Primer" Breaks

Topics: Cash Flow Management

Year-End Business Tax Savings

Topics: Business Taxes

How You Can Save Successfully

Louisiana Storm Victims Tax Relief

Topics: Business Taxes, Individual Taxes

Can't Keep Up with Bills? QuickBooks Online Can Help

Topics: QuickBooks Consulting

Managing the Estate of a Parent

Topics: Estate Planning

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Make a Business Plan that Works

Topics: Cash Flow Management

Help the IRS Fight Electronic Fraud

Topics: Business Taxes, Individual Taxes

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Are You Paying Yourself Enough?

Topics: Cash Flow Management

Watch Out for Bogus Charities

Topics: Announcements

Maximize Your Casualty Loss Deduction

Topics: Cash Flow Management, Announcements

Phone Scams Directed at College Students

Topics: Announcements

Tax Relief for Louisiana Storm Victims

Topics: Business Taxes, Individual Taxes

Relief for 60-Day Rollover Mistakes

Topics: Cash Flow Management

Financial Tips in Tough Economic Times

Topics: Cash Flow Management

September 2016 Tax Filing Dates

Topics: Business Taxes, Individual Taxes

Making Better Business Decisions

Topics: Cash Flow Management

FSA vs. HSA - What's the Difference?

Topics: Cash Flow Management

IRS Announces HSA Limits 2017

Topics: Cash Flow Management

Partial Home-Sale Exclusion- Do You Qualify?

Topics: Individual Taxes

Don’t Be a Victim of Cyber-Crime

Topics: Business Advisory, Virtual CFO

Better Budgeting Using QuickBooks Online Plus

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Employers: Time to Review Employee Insurance Notifications

Topics: Business Advisory

Small Business Financing

Topics: Business Advisory

Credit Card vs. Debit Card

Topics: Cash Flow Management

How You can Retire in Comfort

Topics: Cash Flow Management

Moving "Home" as an Adult

Topics: Cash Flow Management

Employer Insurance and Wellness Notifications

Topics: Business Advisory, Virtual CFO

Early Signs of Customer Credit Problems

Topics: Cash Flow Management

Tax Deductions for Work-Related Education

Topics: Business Taxes, Individual Taxes

Before You Buy a Franchise

Topics: Cash Flow Management, Business Advisory

Organization is Good Business

Topics: Cash Flow Management, Business Advisory

Keep Accurate Records to Avoid Tax Penalties.

Topics: Business Taxes, Individual Taxes

How to Fund Your New Business

Topics: Bank Financing, Cash Flow Management

Estate Planning for Your Digital Assets

Topics: Estate Planning, Virtual CFO

How to Increase Your Paycheck

Topics: Business Taxes, Individual Taxes

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Did You File an Information Return Record?

Topics: Business Taxes, Individual Taxes

Charging for Time in QuickBooks Online, Part 2

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How Useful are Business Valuations?

Topics: Cash Flow Management, Virtual CFO

What is a Virtual CFO?

Topics: Virtual CFO

New Overtime Rules

Topics: Business Advisory

Business Profitability Using the "80-20 Rule”

Topics: Cash Flow Management, Virtual CFO

Bad Debt vs. Good Debt

Topics: Cash Flow Management

The IRS Allows Access Tax Details Online

Topics: Business Taxes, Individual Taxes

Prevent Fraud in Your Business

Topics: Virtual CFO

Tips to Promote Your Small Business

Topics: Cash Flow Management, Business Advisory

Charging for Time in QuickBooks Online Plus, Part 1

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Happy 240th Birthday America

Topics: Announcements

Tax Audit- Is Your Business at Risk?

Topics: Business Taxes

How to Retire in Comfort

Topics: Cash Flow Management

How to Boost Your Profits

Topics: Cash Flow Management

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Reminder: Business Deadline for Form 5500

Topics: operational compliance

Are You financially Prepared for an Emergency?

Topics: Cash Flow Management

The New “Chip” Card- Did You Get Yours?

Topics: Cash Flow Management

How is Your Credit Score?

Topics: Cash Flow Management

Will Your Business Be Prepared When Disaster Strikes?

Topics: Business Taxes, Business Advisory

June 30th Deadline-Reporting Foreign Accounts

Topics: Business Taxes, Individual Taxes

ACA- Tips for Individuals and Business

Topics: Business Taxes, Individual Taxes

2016 Mid-Year Tax Planning Tips

Topics: Business Taxes, Individual Taxes

Child Care Tax Credit

Topics: Individual Taxes

Seasonal Workers- What You Need to Know

Topics: Business Taxes

A Happy Employee is a Productive Employee

Topics: Cash Flow Management, Business Advisory

Tax Tips for Your Child’s First Summer Job

Topics: Cash Flow Management, Individual Taxes

Business and Personal Tax Tips

Topics: Business Taxes, Individual Taxes

Analyzing Your Small Business

Topics: Cash Flow Management, Business Advisory

Cash Flow Management

Topics: Cash Flow Management

Time to Review Your Business Tax Plan

Topics: Business Taxes

Reminder: June 2016 Tax Deadlines

Topics: Business Taxes, Individual Taxes

Extended Business Tax Credit

Topics: Business Taxes

You Got an IRS Notice: What Now?

Topics: Individual Taxes

How a Valuation is Helpful to Your Business

Topics: Cash Flow Management, Business Advisory

Tracking Products and Services in QuickBooks Online, Part 2

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How to Correct Your Tax Returns

Topics: Business Taxes, Individual Taxes

Do You Have a Business Succession Plan?

Topics: Succession Planning, Virtual CFO

IRS Issues 2016 Luxury Auto Depreciation Limits

Topics: Cash Flow Management, Business Taxes

Deadline for Non-Profit Organizations

Topics: Cash Flow Management, Business Taxes

Rental Income and Your Taxes

Topics: Business Taxes, Individual Taxes

In Honor of Mother’s Day

Topics: Announcements

Section 179 Depreciation Changes

Topics: Cash Flow Management

Include Disability Insurance in your Financial Plan

Topics: Cash Flow Management

Spring Cleaning? Include Your Tax Paperwork

Topics: Cash Flow Management, Individual Taxes

Tracking Products and Services in QuickBooks Online, Part 1

Topics: QuickBooks Consulting, Virtual CFO

Customer Service- How Do You Rate?

Topics: Cash Flow Management, Business Advisory

Business Credit Policies

Topics: Cash Flow Management

Offset Business Income with a Net Operating Loss

Topics: Cash Flow Management, Business Taxes

Adjust Your Withholding -Update Your W-4

Topics: Individual Taxes

Summit CPA is Taking a Break Today

Topics: Announcements

It's Here! Deadline Tax Tips.

Topics: Business Taxes, Individual Taxes

Boost Your Tax Deductions Using Depreciation

Topics: Cash Flow Management, Business Taxes

Beware of Audit Red Flags

Topics: Business Taxes, Individual Taxes

Major April Tax Deadlines

Topics: Business Taxes, Individual Taxes

Two Beneficial Tax Extensions

Topics: Estate Planning, Business Advisory

IRS- Tax Interest Rate Hike

Topics: Business Taxes, Individual Taxes

Who Needs to File a Gift-Tax Return?

Topics: Individual Taxes

Making Estimated Tax Payments

Topics: Business Taxes, Individual Taxes

Will You Need a Tax Extension?

Topics: Cash Flow Management, Individual Taxes

April Tax Deadline Extended

Topics: Cash Flow Management, Individual Taxes

Tax Tips for Your Small Business

Topics: Business Taxes

Setting Up Settings in QuickBooks Online

Topics: QuickBooks Consulting, Business Advisory

End of March Tax Reminders

Topics: Individual Taxes

How to Grow Your Savings Account

Topics: Virtual CFO

Business Strategies for Long-Term Success

Topics: Cash Flow Management, Business Advisory, Wealth Management, Virtual CFO

Important Tax Saving Tips

Topics: Cash Flow Management, Individual Taxes

Don’t Risk Your Business- Diversify

Topics: Cash Flow Management, Business Advisory

Need a Tax Break? Hire a New Employee

Topics: Business Taxes

Tax Breaks for Hiring Employees

Topics: Business Taxes, Business Advisory

Using Your Taxes as a Deduction

Topics: Cash Flow Management, Individual Taxes

New Minimum Wage Laws

Topics: Cash Flow Management, Virtual CFO

Business Tax Tips and Deadlines

Topics: Cash Flow Management, Business Taxes

Tax Return Extension for Estate Executors

Topics: Estate Planning, Virtual CFO

Updating Tangible Property Expensing

Topics: Business Taxes, Virtual CFO

March 2016 Tax Deadlines

Topics: Business Taxes, Individual Taxes, Virtual CFO

Upgrade Your Home and Lower Your Taxes

Topics: Business Taxes, Individual Taxes

How's Your Rainy Day Fund?

Topics: Cash Flow Management, Virtual CFO

Tax Deadlines-Mark Your Calendar

Topics: Cash Flow Management, Business Taxes

Healthcare Tax Penalties

Topics: Cash Flow Management, Individual Taxes

Deductions without Itemizing

Topics: Cash Flow Management, Individual Taxes

What are Qualified Dependents and Exemptions?

Topics: Cash Flow Management, Individual Taxes

Depreciation Tax Deductions

Topics: Business Taxes

What You Should Know About the QBO Mobile App

Topics: QuickBooks Consulting, Virtual CFO

Healthcare and Your Tax Return

Topics: Business Taxes, Individual Taxes

Common Tax Filing Errors

Topics: Business Taxes, Individual Taxes

Necessary Documentation for Charitable Deductions

Topics: Cash Flow Management, Business Taxes, Individual Taxes

2016 Inflation-Adjusted Tax Numbers

Topics: Cash Flow Management, Business Taxes, Individual Taxes

What Every Small Business Owner Needs to Know

Topics: Wealth Management

Save for Retirement and Reduce Federal Tax

Topics: Cash Flow Management, Individual Taxes

Talk Finances with Your Parents

Topics: Estate Planning, Virtual CFO

February 2016 Tax Deadlines

Topics: Individual Taxes, Virtual CFO

Did You Employ Domestic Help in 2015?

Topics: Cash Flow Management, Business Taxes

Are You Saving Enough for Retirement?

Topics: Cash Flow Management, Wealth Management

Get a Head Start on the Tax Filing Season

Topics: Cash Flow Management, Individual Taxes

January Tax Filing Tips

Topics: Business Taxes, Individual Taxes, Virtual CFO

Understanding QuickBooks Accounts Receivable Reports

Topics: QuickBooks Consulting, Cash Flow Management, Business Advisory

Mark Your Calendar for These Deadlines

Topics: Business Taxes, Individual Taxes

Tax Breaks Extended Retro-Active

Topics: Cash Flow Management, Business Taxes, Individual Taxes, Virtual CFO

It’s a Good Time for a Financial Review

Topics: Estate Planning, Cash Flow Management, Virtual CFO

New 2016 Mileage Rates

Topics: Business Advisory, Virtual CFO

An Introduction to the QuickBooks Online Customer Page

Topics: QuickBooks Consulting, Virtual CFO

December 2015 Tax Tips

Topics: Cash Flow Management, Virtual CFO

Get a Jump Start on Form 1099 Reporting

Topics: Business Taxes, Virtual CFO

Do You Know Where Your Donations are Going?

Topics: Cash Flow Management, Virtual CFO

How Can You Boost Your Profits?

Topics: Cash Flow Management, Business Advisory

Keep Your Customers Happy

Topics: Cash Flow Management, Virtual CFO

Working with Employee Records in QuickBooks Online

Topics: QuickBooks Consulting

It’s Black Friday! Ready, Set, Shop!

Topics: Virtual CFO

What is the Breakeven Point for Your Business?

Topics: Cash Flow Management, Virtual CFO

It's Veteran's Day-Salute a Soldier

Topics: Announcements

How Your 2014 Return Can Affect Your 2015 Tax Plan

Topics: Virtual CFO

IRS Warning: Charity Scams

Topics: Announcements, Virtual CFO

When Should You Start Taking Social Security Benefits?

Topics: Cash Flow Management, Wealth Management

Introducing the New QuickBooks Online for PC App

Topics: QuickBooks Consulting

Staff Accountant Ties the Knot

Topics: Announcements

Protect Your ID- Get A Credit Report

Topics: Wealth Management

Tax Deadline is Near- It’s Time to Review Your Plan

Topics: Cash Flow Management, Individual Taxes, Virtual CFO

Are You Ready for the "Cadillac" Tax?

Topics: Virtual CFO

Employee VS. Independent Contractor

Topics: Virtual CFO

Protecting Your Tax Breaks

October 2015 Tax Deadline Reminders

Topics: Business Taxes, Individual Taxes

QuickBooks Online's Sales Tax Tools: The Basics

Topics: QuickBooks Consulting

How Long Should You Keep Tax Returns and Receipts?

Topics: Outsourced Bookkeeping, Virtual CFO

Virtual CFO Tips to Help Reduce Inventory Risks

Topics: Business Taxes

September 2015 Tax Deadlines

Topics: Business Taxes, Individual Taxes

Is Your Company Vehicle Tax Deductible?

Topics: Business Taxes

How Effective is Your Tax Plan?

Topics: Cash Flow Management, Individual Taxes

A Business Strategy that May Postpone Your Tax

Topics: Business Taxes

When Your Child Wants to Be CFO of Their Own Business

Topics: Business Advisory, Virtual CFO

How QuickBooks Helps You Accelerate Receivables

Topics: QuickBooks Consulting

Congratulations Ally Landis, Our Recent CPA!

Topics: Announcements

Congratulations to Jake Grimm, Our Most Recent CPA

Topics: Virtual CFO

Virtual CFO Tips for Your Small Business

Topics: Cash Flow Management, Virtual CFO

Back to School Tax Breaks

Topics: Cash Flow Management, Individual Taxes

Helpful Hints if Tax ID Theft Happens to You

Topics: Cash Flow Management, Announcements, Virtual CFO

Maximize Your Tax Breaks

Topics: Individual Taxes

CFO Tip; Are You an "Employee or Independent Contractor"?

Topics: Cash Flow Management, Business Advisory

Creating Reports in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

CFO Tips to Safeguard Documents if Disaster Strikes

Topics: Virtual CFO

Facts about Child and Dependent Tax Credits

Topics: Individual Taxes

Virtual CFO Tips to GET Your Business on Track

Topics: Cash Flow Management, Business Advisory

Assessing Your Business Cash Flow

Topics: Cash Flow Management, Business Advisory

Summertime Tax Planning

Topics: Cash Flow Management, Virtual CFO

A CFO “Must Do” List for Business Owners

Topics: Estate Planning, Cash Flow Management, Business Advisory

Working With Your Accounts in QuickBooks Online

Topics: QuickBooks Consulting

Managing MAGI to Preserve Tax Breaks

Topics: Cash Flow Management, Virtual CFO

Need a Great Tax Idea for Children? Try a Roth IRA

Topics: Cash Flow Management, Wealth Management

It is Possible for A Business to Grow to Fast

Topics: Business Advisory, Virtual CFO

It's Time to Check Your 2015 Tax Payments

Topics: Individual Taxes

Virtual CFO Tips for Creating a Road Map to Retirement

Topics: Estate Planning, Cash Flow Management

Getting Ready for Payroll in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

The Future of the CPA Firm in the U.S.

Topics: Virtual CFO

New Tax break for the Disabled

Topics: Estate Planning, Cash Flow Management

2015 Business Vehicle Tax Deduction Limits

Topics: Business Taxes, Business Advisory

Delegation Made Easy-Virtual CFO Tips

Topics: Business Advisory, Virtual CFO

Using Purchase Orders in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Will You Need to Make Estimated Tax Payments?

Topics: Business Taxes, Individual Taxes

April 15th Tax Deadline

Topics: Business Taxes, Individual Taxes

Tax Tips as the Deadline Approaches

Topics: Business Taxes, Individual Taxes

Tick! Tock! Time is Running Out to Claim Your 2011 Tax Refund

Topics: Individual Taxes

Are You Eligible for the Higher Education and Child Tax Credits?

Topics: Individual Taxes

Do You Need an Independent Third Party Auditor or CFO Services ?

Topics: operational compliance, Virtual CFO

Common Tax-Time Errors

Topics: Business Taxes, Individual Taxes

401k Tax Credits and deductions Can Lower Your Tax Bill

Topics: Individual Taxes, Virtual CFO

Do Your Family Loans have Tax Implications?

Topics: Business Taxes, Individual Taxes

Ask Our Virtual CFO if It's Time to Expand Your Business?

Topics: Cash Flow Management, Business Advisory

New to QuickBooks Online? Take a Tour Around the Home Page

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Tax Refunds and Audits- Will the IRS Budget Cuts Affect You?

Topics: Business Taxes, Virtual CFO

Ask Your CPA if You Need a Buy-Sell Agreement?

Topics: Business Advisory, Wealth Management

March 2015 Tax Deadlines...

Topics: Business Taxes

Do You Qualification for a Health Insurance Tax Exemption?

Topics: Individual Taxes

It’s Time to Set Your Tax and Financial Course for 2015

Topics: Cash Flow Management

Visit Your CPA for Your Annual Check-Up

Topics: Business Advisory, Virtual CFO

How to Review Your 401k Audit Report

March 16th Deadline to Elect S Corporation Status

Topics: Business Taxes

It’s Never too Late to Budget for Your 401k Retirement

Topics: Cash Flow Management, Virtual CFO

Did You Resolve to Start Using QuickBooks Online in 2015?

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Are You Thinking of Going Into Business with a Franchise?

Topics: Cash Flow Management, Business Advisory

Why You Should Resist a Dip Into Your 401k Plan

Topics: Cash Flow Management, Virtual CFO

Make Better Business Choices: Analyze Your Breakeven Point

Topics: Cash Flow Management, Business Advisory

What Happens if Errors are Made in Operating a 401k Plan?

Topics: operational compliance

Tax Tips for Expectant Parents

Topics: Individual Taxes

February Tax Deadlines and the Impact of IRS Budget Cuts

Topics: Business Taxes, Individual Taxes

Do You Have an Accounting System for Your New Business?

Topics: QuickBooks Consulting, Outsourced Bookkeeping

What You Need to know When Starting a New Business

Topics: Cash Flow Management, Virtual CFO

It’s Time to Update Your Beneficiaries and Tax Information

Topics: Succession Planning, Estate Planning

Congress Approves Tax Extenders for Individuals Through 2014

Topics: Individual Taxes, Virtual CFO

Important Tax Deadlines in 2015

Topics: Virtual CFO

Best Wishes for a Happy New Year from Summit CPA

Topics: Announcements

Last Minute Tax Tips

Topics: Business Taxes, Individual Taxes

Year-End Tax Deductions and Reminder Tips

Taxes - When Age Matters

Topics: Individual Taxes, Virtual CFO

Part-Time or Temporary Employee Hiring Tips

Topics: Business Advisory, Virtual CFO

Last Minute Tax Considerations

Topics: Business Taxes, Individual Taxes

Black Friday Shopping Tips

Topics: Individual Taxes, Virtual CFO

Small Business Owners- How is Your Salary?

Topics: Cash Flow Management, Business Advisory, Virtual CFO

IRS Reveals Concerns for the Tax Season

Topics: Individual Taxes, Virtual CFO

Cost Segregation- Will You Benefit?

Topics: Business Advisory, Virtual CFO

Q & A: Understanding Your QuickBooks Online Accounts

Topics: Outsourced Bookkeeping, Virtual CFO

Tips to Protect Your Identity

Topics: Outsourced Bookkeeping, Virtual CFO

Tax Options to Consider for Your C or S Corporation

Six Mistakes to Avoid When Selling Your Business

Topics: Virtual CFO

Sales Transactions in QuickBooks Online: An Overview

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Organizing Your Finances

Topics: Virtual CFO

Have You Reviewed You Tax Plan Lately?

Topics: Individual Taxes, Virtual CFO

Tax Savings to Ease Child Care Costs

Topics: Individual Taxes, Virtual CFO

Tax Breaks for Charitable Work

Topics: Individual Taxes, Business Advisory

Managing Users in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Outsourced Bookkeeping and Your Cash-flow

Topics: Outsourced Bookkeeping, Virtual CFO

How to Keep Your Cash Flowing

Topics: Cash Flow Management, Business Advisory

Business Growth- Does it Mean More Profits?

Topics: Business Advisory, Virtual CFO

Income Tax and Disabilities

Topics: Individual Taxes, Virtual CFO

Before You Start a New Business; Ask the Right Questions

Topics: Business Advisory, Virtual CFO

2014 Mid-Year Tax Tips

Topics: Business Taxes, Individual Taxes

Grandparents Can Help with Higher Education Costs

Topics: Individual Taxes, Virtual CFO

July Tax Tips

Topics: Individual Taxes, Virtual CFO

Your 2013 Tax Return: Frequently Asked Questions

Topics: Business Taxes, Individual Taxes

Tips to Ensure a Successful Retirement

Topics: Virtual CFO

Make a Statement in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Copyright vs Trademark vs Patent-What is the difference?

Topics: Business Advisory, Virtual CFO

Improper Classification of Workers May Have Tax Consequences

Topics: Business Taxes, Business Advisory

Are You a High Risk Company?

Topics: Business Advisory, Virtual CFO

Happy Father’s Day!

Topics: Announcements

How is the Quality of Your Customer Service?

Topics: Business Advisory, Virtual CFO

How Can Selling You Vacant Land Bring a Tax Break?

Topics: Estate Planning, Individual Taxes

QuickBooks Online Goes on the Road

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Should You File a Gift Tax Return?

Topics: Estate Planning, Virtual CFO

Financial Strategies for the 20–Something Generation

Topics: Cash Flow Management, Virtual CFO

Preparing for a Business Bank Loan

Topics: Business Advisory, Virtual CFO

How is Your Tax Plan Working for You?

Topics: Business Taxes, Individual Taxes

To Qualify for Tax Breaks Pay Attention to Your MAGI

Topics: Individual Taxes, Virtual CFO

Will New limits on IRA Rollovers Leave You with a Tax Surprise

Topics: Individual Taxes, Virtual CFO

How Outsourced Bookkeeping Can Reduce Your Workload

Topics: Outsourced Bookkeeping

Receiving Payments in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Save Your Vacation Home Tax Deductions

Topics: Individual Taxes, Virtual CFO

Where is Your Tax Refund?

Topics: Individual Taxes

Do You Need a Life Insurance Policy on Your Children?

Topics: Virtual CFO

Should You Make Estimated Tax Payments in 2014?

Topics: Individual Taxes, Virtual CFO

Should You Business Go Paperless?

Topics: QuickBooks Consulting, Outsourced Bookkeeping

"Repair Regulations" Issued by the IRS

Topics: Business Taxes, Virtual CFO

2014 Business Vehicle Tax Deduction Limits

Topics: Business Taxes, Virtual CFO

Tax Tips for Small Business

Topics: Outsourced Bookkeeping, Business Taxes

IRS Announced a MyRA Pilot Program

Topics: Virtual CFO

Will You Owe Self-Employment Tax?

Topics: Business Taxes, Individual Taxes

Improve Your Hiring Potential with an Internship Program

Topics: Business Advisory, Virtual CFO

Your Unemployment Benefits are Taxable

Topics: Individual Taxes, Virtual CFO

Take Advantage or Energy Tax Credits

Topics: Individual Taxes, Virtual CFO

Health Savings Account- Is it Right for you?

Topics: Individual Taxes, Virtual CFO

Tax Refund Options

Topics: Individual Taxes, Virtual CFO

Fun Tax Facts and Tips

Topics: Business Taxes, Individual Taxes

Do You Need an "Employer Identification Number"?

Topics: Business Advisory, Virtual CFO

Important Changes to Remember as the Tax Season Approaches

Topics: Business Taxes, Virtual CFO

Insurance Tax Credit-Good Medicine for Small Business

Topics: Business Taxes, Virtual CFO

2014 Decreases in Equipment Tax Write-Offs

Topics: Business Taxes, Business Advisory

Nanny Tax--It's Not Just for Nanny's

Topics: Business Taxes, Individual Taxes

IRS Sounds the "Tax Scam Alarm

Topics: Business Taxes, Individual Taxes, Announcements

Things to Remember at Tax Filing Season

Topics: Individual Taxes, Virtual CFO

Popular Tax Credits and Deductions Set for Expiration

Topics: Business Taxes, Individual Taxes

The Health Premium Tax Credit

Topics: Individual Taxes, Virtual CFO

Maximizing Your Tax Deductions after a Disaster Strikes

Topics: Business Taxes, Individual Taxes

Child-Related Tax Credits

Topics: Individual Taxes, Virtual CFO

Tax Rules for Lending Money to a Relative

Topics: Individual Taxes, Virtual CFO

Business Financing Options

Topics: Bank Financing, Business Advisory, Virtual CFO

Will the Alternative Minimum Tax Apply to You?

Topics: Business Taxes, Individual Taxes

Modified FSA Rules

Topics: Cash Flow Management, Virtual CFO

Will the New Estate Tax Rules Affect You?

Topics: Estate Planning

Make QuickBooks Yours in 2014: Customize

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Business Advisory

It’s Time to Update Your Important Documents

Topics: Estate Planning, Virtual CFO

The DOMA Impact on Financial Planning

Topics: Estate Planning, Individual Taxes

Home Office Deductions Made Simple

Topics: Individual Taxes, Business Advisory

Tick-Tock--Time is Running Out to Cut Your Taxes in 2013

Topics: Business Taxes, Individual Taxes

Health Care Premium Tax Credit. Do You Qualify?

Topics: Virtual CFO

Health Care Reform Act

Topics: Virtual CFO

Tax Credits Through December 31, 2013 for Certain New Hires

Topics: Business Taxes, Virtual CFO

Important Changes May Impact Your 2013 Tax Return

Topics: Individual Taxes, Virtual CFO

Disability Insurance Benefits: Are they Taxable?

Topics: Virtual CFO

Tips to Lower Your Tax Bill

Topics: Business Taxes, Individual Taxes

How the IRS Determines if You Have a Business or a Hobby

Topics: Business Taxes, Virtual CFO

Tax Tips for Charitable Travelers

Topics: Individual Taxes

November Tax Tip and Identity Theft Prevention

Topics: Business Taxes, Individual Taxes

Add Cash to Your Reserve for More Financial Security

Topics: Cash Flow Management, Virtual CFO

Preventing Identity Theft

Topics: Business Taxes, Individual Taxes

Happy Veterans Day

Topics: Announcements

How the Affordable Care Act Affects Your Business

Topics: Business Taxes, Business Advisory

Form 1099 Filing Requirements

Topics: Business Taxes

What Does You Accountant Do for You?

Topics: QuickBooks Consulting, Business Advisory

Don’t Get Caught Up in the Wash Sale Rules

Topics: Business Taxes, Individual Taxes

Tax Filing Season Delayed Two Weeks

Topics: Business Taxes, Individual Taxes

Facts about Tax Refunds and Offsets

Topics: Business Taxes, Individual Taxes

Tips to Retain Employees

Topics: Business Advisory, Virtual CFO

Do You Have a Hobby or a Business?

Topics: Business Taxes, Individual Taxes

Make Your Home Energy-Efficient and Reduce Your Tax Bill

Topics: Business Taxes, Individual Taxes

Are You Losing Money Due to Obsolete Inventory?

Topics: Business Taxes, Business Advisory

The Affordable Care Act Business Penalties Delayed

Topics: Business Advisory, Announcements

Investment Income Tax- Rules for Children

Topics: Cash Flow Management, Individual Taxes

Your Work Related Move May Be Tax Deductible

Topics: Business Taxes, Individual Taxes