<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=187647285171376&amp;ev=PageView&amp;noscript=1">

CARES ACT: Employee Retention Credit

What a week that was!  The stimulus package signed into law presented some very intriguing opportunities for our clients leading to a frenzy of activity. The most popular and discussed part of the..

Read More

Topics: Business Advisory

Search the blog:

How to Help Your Clients Through Difficult Times

Read More

Topics: Virtual CFO

New Tax Deadlines for 2019 Tax Returns

Read More

Topics: Business Taxes

Creating Recurring Revenue Streams

Read More

Topics: Virtual CFO

COVID-19 --Coping Tips While Sheltered in Place

Read More

Topics: Announcements

Distributed Working Models

Read More

Topics: Virtual CFO

COVID-19 Resources for Business Owners and CPA Firms

Read More

Marketing Your CPA Firm

Read More

Topics: Virtual CFO

How the Families First Coronavirus Response Act Will Affect Your Small Business

Read More

Our Top 5 Virtual CFO Blog Posts for February 2020

Read More

Topics: Business Advisory

How to Prepare Your Business for a Recession

Read More

Topics: Virtual CFO

Reviewing Your Credit Policy

Read More

Topics: Business Advisory

The Virtual CFO Process

Read More

Topics: Virtual CFO

March 2020 Summit CPA Employee Spotlight: Tom Piffarerio

Read More

Topics: Employee Spotlight

Small Business Tax Tips

Read More

Topics: Business Taxes

Forecasting: How to do it right

Read More

Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for January 2020

Read More

Topics: Virtual CFO

Tax Integration with Virtual CFO Services

Read More

Topics: Virtual CFO

Exploring QuickBooks 2019

Read More

Topics: QuickBooks Consulting

Is it Time to Expand Your Business?

Read More

Topics: Cash Flow Management

Understanding Pipeline Metrics

Read More

Topics: Virtual CFO

What's Your Business Break-Even Point?

Read More

Topics: Business Advisory

7 Estate Planning Tips

Read More

Topics: Estate Planning

Tips for Selling Virtual CFO Services

Read More

Topics: Virtual CFO

February 2020 Summit CPA Employee Spotlight: Lisa Gibson

Read More

Topics: Employee Spotlight

Every Bit Counts in Virtual Currency

Read More

Topics: Virtual CFO

What agency owners need to know about financial metrics

Read More

Topics: Virtual CFO

Make Inventory Management a Priority

Read More

Topics: Virtual CFO

DOL Announces New Overtime Rules for 2020

Read More

Topics: Business Advisory

How we help creative agencies grow

Read More

Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for December 2019

Read More

Topics: Virtual CFO

Creating Projects in QuickBooks

Read More

Topics: QuickBooks Consulting

How we bootstrapped the firm of the future

Read More

Topics: Virtual CFO

Summit CPA Group - Great Place to Work-Certified™ Company

Read More

Topics: Remote work

The Summit CPA Backstory

Read More

Topics: Virtual CFO

January 2020 Summit CPA Employee Spotlight: Karen Hill

Read More

Topics: Employee Spotlight

A New Year Resolution for Your Business

Read More

Topics: Cash Flow Management

HAPPY NEW YEAR 2020!

Read More

Topics: Announcements

3 Year-End Investment Moves-The Clock is Ticking

Read More

Topics: Cash Flow Management

4 Small Business Credit Policies

Read More

Topics: Business Advisory

Merry Christmas From Summit CPA!

Read More

Topics: Announcements

4 Strategic Cost Control Alternatives

Read More

Topics: Business Advisory

Small Business vs. Big Business

Read More

Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for November 2019

Read More

Topics: Virtual CFO

Time for Your Annual Credit Report Check

Read More

Topics: Cash Flow Management

It’s Time for Your Annual Business Check-Up

Read More

Topics: Cash Flow Management

Find Past Due Invoices Fast Using These 5 QuickBooks Reports

Read More

Six Tips to a Successful Start-Up Business

Read More

December 2019 Summit CPA Employee Spotlight: Lisa Cecen

Read More

Topics: Employee Spotlight

Cyber Monday is Here!

Read More

Topics: Cash Flow Management

Shopping Tips for Black Friday

Read More

Topics: Cash Flow Management

Happy Thanksgiving!

Read More

Topics: Announcements

5 Necessities for Your Home Office

Read More

Get Ready for Small Business Saturday

Read More

Topics: Business Advisory

Holiday Spending Tips

Read More

Topics: Cash Flow Management

6 Tips to Spot a Phishing Email

Read More

Topics: Virtual CFO

The Family Business

Read More

Topics: Succession Planning

Our Top 5 Virtual CFO Blog Posts for October 2019

Read More

Topics: Virtual CFO

A Day of Celebration Dedicated to Our Veterans

Read More

Topics: Announcements

How Can Payroll Services Boost a Business?

Read More

Topics: Outsourced Bookkeeping

New Year-New 1040

Read More

Topics: Business Taxes

November 2019 Summit CPA Employee Spotlight: Alyssa Colf

Read More

Topics: Employee Spotlight

4 Retirement Planning Mistakes

Read More

Topics: Cash Flow Management

Happy Halloween!

Read More

Topics: Business Advisory

The Power of Retreats for Remote Teams

Read More

Topics: Remote work

Avoid These 6 Mistakes When Selling Your Business

Read More

Topics: Business Advisory

Chart of Accounts in QuickBooks- 5 Things You Should Know

Read More

Topics: QuickBooks Consulting

Our Top 5 Virtual CFO Blog Posts for September 2019

Read More

Topics: Virtual CFO

Copyright vs. Patent vs. Trademark

Read More

Topics: Business Advisory

Are You Storing Obsolete Inventory?

Read More

Topics: Business Advisory

Your New Business To-Do-List

Read More

Topics: Cash Flow Management

5 Business Strategies for Long-Term Success

Read More

Topics: Business Advisory

Improve Your Hiring Potential Using Internships

Read More

Topics: Business Advisory

Get Your Business Cash Flowing

Read More

Topics: Cash Flow Management

Boost Your Business with Social Media

Read More

Topics: Virtual CFO

October 2019 Summit CPA Employee Spotlight: Erin Jacobs

Read More

Topics: Employee Spotlight

Does Your Business Have an Employee Handbook?

Read More

Topics: Business Advisory

5 Tips for Effective Delegation

Read More

Topics: Cash Flow Management

Get Advanced Time-Tracking with the QBO App

Read More

Topics: QuickBooks Consulting

Are You Eligible for a Home Office Deduction?

Read More

Topics: Business Advisory

Finding the Right Healthcare Insurance for Your Business

Read More

Topics: Healthcare

You Received a Letter from the IRS- What Should You Do?

Read More

Topics: Business Taxes

7 Common Business Challenges - Are You Prepared?

Read More

Topics: Business Advisory

Our Top 5 Virtual CFO Blog Posts for August 2019

Read More

Topics: Virtual CFO

How Healthy is Your Business?

Read More

Topics: Business Advisory

Celebrating Labor Day

Read More

September Employee Spotlight: Michelle Lesifko

Read More

Topics: Employee Spotlight

What Can a Virtual CFO Do For Your Business?

Read More

Topics: Cash Flow Management

In Business-Every Impression Matters

Read More

Topics: Business Advisory

5 Steps for Setting Salaries in Your Business

Read More

Topics: Cash Flow Management

Cash Flow Ideas That Can Save Your Small Business

Read More

Topics: Cash Flow Management

Estimates, Quotes, or Bids in QuickBooks

Read More

Topics: Outsourced Bookkeeping

Summit CPA Makes Inc. 5000 List Again

Read More

Topics: Announcements

Financial Awareness for Business Owners

Read More

Topics: Virtual CFO

5 Virtual CFO Blog Posts for July 2019

Read More

Topics: Cash Flow Management

Is Your Small Business Prepared for a Sales/Use Tax Audit?

Read More

Topics: Business Taxes

When’s the Last Time You Checked Your Credit Report?

Read More

Topics: Cash Flow Management

Digital Marketing Errors to Avoid

Read More

Topics: Business Advisory

August Employee Spotlight: Dave Danic

Read More

Topics: Employee Spotlight

Please Welcome our July New Hires!

Read More

Topics: Employee Spotlight

Tips to Retain Your Core Customers

Read More

Topics: Business Advisory

Creating a Successful Business Plan

Read More

Topics: Cash Flow Management

4 Advanced Settings in QuickBooks Online You Should Know

Read More

Topics: QuickBooks Consulting

Forecasting Your Business Cash Flow

Read More

Topics: Cash Flow Management

Can a Virtual CFO Help Your Business?

Read More

Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for June 2019

Read More

Topics: Cash Flow Management

How working odd jobs prepares you for your career

Read More

Topics: Remote work

Happy 243rd Birthday America!

Read More

Topics: Virtual CFO

June 2019 Tax Legislation Proposals

Read More

Topics: Business Advisory

July Employee Spotlight: Kim Moore

Read More

Topics: Employee Spotlight

Don’t take on the IRS Alone

Read More

Topics: Individual Taxes

6 Apps for Remote Auditors

Read More

Topics: 401k plan

7 Rules for Building Your Nest Egg

Read More

Topics: Cash Flow Management

Make Online Business Reviews Work in Your Favor

Read More

Topics: Business Advisory

Progress Invoicing in QuickBooks Online

Read More

Topics: QuickBooks Consulting

Father's Day

Read More

Topics: Virtual CFO

10 Skills For Succeeding in Audit

Read More

Topics: 401K Audit

Our Top 5 Blog Posts for May 2019

Read More

Topics: Virtual CFO

Data and Security at a Distributed Company

Read More

Topics: Virtual CFO, Remote work

Avoid These 7 Mistakes When Selling Your Business

Read More

Topics: Cash Flow Management

June Employee Spotlight: Kristen Reinking

Read More

Topics: Employee Spotlight

“Evolving Strategies of Bookkeeping” Webinar

Read More

Topics: Business Advisory

Memorial Day

Read More

Topics: Announcements

It’s Time to Update Your Tax Plan

Read More

Topics: Individual Taxes

The remote work hiring process

Read More

Topics: Remote work

Building and Maintaining a Healthy Bookkeeping System

Read More

Topics: QuickBooks Consulting

Keep Track of Your Independent Contractors Using QuickBooks

Read More

Topics: QuickBooks Consulting

Our Top 5 Blog Posts for April 2019

Read More

Topics: Virtual CFO

Honoring Mother’s Day

Read More

Topics: Virtual CFO

Quickbooks Tips for the Non-Tech-Savvy

Read More

Topics: Virtual CFO, Remote work

Should Your Business Outsource its Bookkeeping?

Read More

Topics: Outsourced Bookkeeping

Boosting SEO for Your Business

Read More

Topics: Business Advisory

May Employee Spotlight: Jamie Nau

Read More

Topics: Employee Spotlight

Our Top 5 Blog Posts for March 2019

Read More

Topics: Virtual CFO

Improve Your Sales Invoices with QuickBooks Online

Read More

Topics: QuickBooks Consulting

Protect Your Business Assets and Bank Accounts

Read More

Topics: Business Advisory

Need More Time in Your Day?

Read More

Topics: Remote work

Wishing You a Happy Easter!

Read More

Topics: Announcements, Virtual CFO

Fortify Your Business with These 4 Key Metrics

Read More

Topics: Business Advisory

The Tax Deadline is Here!

Read More

Topics: Individual Taxes

Are You Self-Employed? 4 Areas You Need to Save

Read More

Topics: Cash Flow Management

How remote companies can build better client relationships

Read More

Topics: Remote work

Changes to the Employee Expense Rules

Read More

Topics: Business Taxes

10 QuickBooks Online Resources for Small Business Owners

Read More

Topics: QuickBooks Consulting

April 2019 Tax Deadlines – Are You Ready?

Read More

Topics: Business Taxes

Taking a Required Minimum Distribution

Read More

Topics: Cash Flow Management

April 2019 Employee Spotlight: Jake Grimm

Read More

Topics: Employee Spotlight

5 Tax Myths You Need to Know

Read More

Topics: Business Taxes

Make Your Business Meetings Count

Read More

Topics: Business Advisory

Do You Know What Tax Records Should You Keep?

Read More

Topics: Business Taxes

7 Tax Items Commonly Overlooked

Read More

Topics: Business Taxes

Our Top 5 Blog Posts for February 2019

Read More

Topics: Virtual CFO, distributed company

Crypto Wallets for Accountants 101

Read More

Topics: Remote work

7 Tips to Improve Your Business Profits

Read More

Topics: Cash Flow Management

Forecasting Your Cash Flow

Read More

Topics: Cash Flow Management

10 Ways a Virtual CFO Can Help Your Business

Read More

Topics: Remote work

Succession Plan- It's Your Business

Read More

Topics: Cash Flow Management

9 Tips for Starting a New Business

Read More

Topics: Cash Flow Management

March 2019 Employee Spotlight: Ally Duras

Read More

Topics: Employee Spotlight

Estate Planning- Documents You Should Include

Read More

Topics: Estate Planning

Advertising Your Business with Limited Funds

Read More

Topics: Cash Flow Management

Boost Your IRA with Your Tax Refund

Read More

Topics: Cash Flow Management

How To Improve Cash Flow For Your Startup

Read More

Topics: Business Advisory

How to Handle Mobile Expenses Using QuickBooks

Read More

Topics: QuickBooks Consulting

Take control as a remote worker

Read More

Topics: Remote work

Do You Qualify for the Earned Income Tax Credit?

Read More

Topics: Individual Taxes

Don't Lose Out on These Valuable Tax Credits

Read More

Topics: Individual Taxes

Amended Tax Returns: What You Need to Know

Read More

Topics: Individual Taxes

College Tuition Deduction Alternatives

Read More

Topics: Individual Taxes

Welcome to our two newest employees

Read More

Topics: distributed company

Our Top 5 Blog Posts for January 2019

Read More

Topics: distributed company

Social Security Updates for 2019

Read More

Topics: Cash Flow Management

Getting Started with Accounts in QuickBooks: Part 2

Read More

Topics: QuickBooks Consulting

2019 Tax Changes to Alimony Payments

Read More

Topics: Individual Taxes

February 2019 Employee Spotlight: Jade Dervan

Read More

Topics: Employee Spotlight

Paying Your Tax Bill with a Credit Card

Read More

Topics: Individual Taxes

Planning Ahead for the Sale of Your Business

Read More

Topics: Cash Flow Management

Are Your W2’s Forms Correct?

Read More

Topics: Individual Taxes

6 Signs You Might Get a Tax Surprise

Read More

Topics: Individual Taxes

What's Your Financial Plan?

Read More

Topics: Cash Flow Management

Do You Qualify for the New Business Deduction?

Read More

Topics: Virtual CFO

5 Tax Saving Deductions In 2019

Read More

Topics: Individual Taxes

Natural Disaster Victims and the New Tax Code

Read More

Topics: Individual Taxes

Distributed vs Traditional: Two Distinct Business Models

Read More

Topics: Remote work

Tax Tips and Strategies

Read More

Topics: Individual Taxes

Our Top 5 Blog Posts for December 2018

Read More

Topics: distributed company

Part 1: Getting Started with Accounts in QuickBooks

Read More

Topics: QuickBooks Consulting

3 Reports Every Small Business Needs to Use

Read More

Topics: Guest Post

Shedquarters: Getting Creative with your Home Office

Read More

Topics: Remote work

2019 Mileage Rates Announced by IRS

Read More

Topics: Business Taxes

January 2019 Employee Spotlight: Deb Shimel

Read More

Topics: Employee Spotlight

Happy New Year!

Read More

Topics: Announcements, Virtual CFO

Keeping the Cash Flowing

Read More

Topics: Cash Flow Management

Tax Changes in 2019

Read More

Topics: Individual Taxes

Warm Wishes for a Very Merry Christmas

Read More

Topics: Announcements

Merry Christmas!

Read More

How to Keep the Holidays Fraud Free

Read More

Topics: Announcements

Tax Deductible Charity Donations

Read More

Topics: Individual Taxes

2019 Social Security changes

Read More

Topics: Cash Flow Management

Tis the Season for Holiday Spending and Credit Cards

Read More

Topics: Cash Flow Management

Smart Year-End Donation Tips

Read More

Topics: Cash Flow Management

The Bottom Line on Management Styles

Read More

Topics: Remote work

Five Annual Tax Essentials

Read More

Topics: Individual Taxes

Cryptocurrency and The New Accountants

Read More

Topics: Remote work

December Spotlight: Cathy Eix

Read More

Topics: Employee Spotlight

Small Business Tips for Competing with Big Business

Read More

Topics: Business Advisory

For Effective Marketing - Know Your Customers

Read More

Topics: Business Advisory

November Tax Moves

Read More

Topics: Individual Taxes

It’s Cyber Monday! Time to Shop-Shop-Shop!

Read More

Topics: Virtual CFO

Ready-Set-Shop!

Read More

Topics: Cash Flow Management

Happy Thanksgiving

Read More

Topics: Announcements

Working Remotely on a European Holiday

Read More

Topics: Remote work

Are You Ready for Small Business Saturday?

Read More

Topics: Business Advisory

Our Top 5 Blog Posts for October 2018

Read More

Topics: distributed company

Maintaining a Strong Customer Relationship

Read More

Topics: Business Advisory

The How, When, and Why of Customer Statements

Read More

Topics: QuickBooks Consulting

A Salute to All Veterans

Read More

Topics: Announcements

Year-End Investment Moves

Read More

Topics: Cash Flow Management

IRS Advises Retirees to Check Their Withholdings

Read More

Topics: Individual Taxes

Tax Tips for the Self-Employed

Read More

Topics: Business Taxes

How Easy Is It To Unplug From Technology?

Read More

Topics: Remote work

November Employee Spotlight: Nicole Carlton

Read More

Topics: distributed company, Employee Spotlight

Add to Your IRA Using Your Tax Refund

Read More

Topics: Individual Taxes

Establishing a Comfortable Retirement

Read More

Topics: Cash Flow Management

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

Read More

Topics: Individual Taxes

Succession Planning for Your Business?

Read More

Topics: Succession Planning

Our Top 5 Blog Posts for September 2018

Read More

Topics: Virtual CFO

Blockchain Is Speeding Up Online Transactions

Read More

Topics: Business Advisory

Does Your Small Business Need a Virtual CFO?

Read More

Topics: Virtual CFO

Netiquette for Virtual Employees

Read More

Topics: distributed company, Remote work

Time to Check Your Tax Strategy

Read More

Topics: Individual Taxes

The Trade War Effect and Your Business

Read More

Topics: Business Advisory

QuickBooks and Your Small Business

Read More

Topics: QuickBooks Consulting

Tips for Charitable Donations

Read More

Topics: Cash Flow Management

Education Tax Changes

Read More

Topics: Individual Taxes

Remarkable Insider Advice: How to be a Working SAHM

Read More

Topics: distributed company, Remote work

Business Tips to Survive and Thrive 

Read More

Topics: Cash Flow Management

Reducing Your Business Inventory Risk

Read More

Topics: Cash Flow Management

Accuracy is Vital in Business Inventory Numbers

Read More

Topics: Business Advisory

October Employee Spotlight: Wendy Sather

Read More

Topics: Employee Spotlight

What’s in your Tech Toolbox?

Read More

Topics: distributed company

Are Your Business Visions on Track?

Read More

Topics: Business Advisory

Make Part-Time Employees an Asset to Your Business

Read More

Topics: Business Advisory

Forecasting: The Key to Sleeping Better at Night

Read More

Topics: distributed company, Remote work

Good Debt vs. Bad Debt

Read More

Topics: Cash Flow Management

Will You Be Prepared if Disaster Strikes Your Business?

Read More

Topics: Business Advisory

Is it a Hobby or Your Business?

Read More

Topics: Virtual CFO

Are Your Prices Right?

Read More

Got Clutter?

Read More

Topics: distributed company, Remote work

Should You Amend Your Tax Return?

Read More

Topics: Individual Taxes

Cash Flow Tips for Small Business

Read More

Topics: Cash Flow Management

Teaching Your Children about Money

Read More

Topics: Cash Flow Management

Charitable Work Can Reduce Your Tax Bill

Read More

Topics: Individual Taxes

The Family Business and Succession

Read More

Topics: Succession Planning

Tax Deadlines and Tax Tips

Read More

Topics: Individual Taxes

Strengthening Unity, Culture & Communication on Remote Teams

Read More

Topics: distributed company, Remote work

Happy Labor Day!

Read More

Topics: Announcements

September Employee Spotlight: Angie Douglas

Read More

Topics: Virtual CFO, distributed company, Employee Spotlight, Remote work

Your Business Accounting System

Read More

Topics: Cash Flow Management

College Students and Credit Cards

Read More

Topics: Cash Flow Management

Saving for Retirement When Self-Employed

Read More

Topics: 401k plan

How You Can Become Debt Free

Read More

Topics: Cash Flow Management

Tax Tips to Manage Capital Gains

Read More

Topics: Individual Taxes

Student Loan Forgiveness or a Tax Trap

Read More

Topics: Individual Taxes

Improve Your Company's Financial Health Using QuickBooks

Read More

Topics: QuickBooks Consulting

Useful Productivity and Security Tools

Read More

Topics: Announcements

Sales Tax Changes

Read More

Topics: Business Taxes

What’s Your Required Minimum Distribution Plan?

Read More

Topics: Cash Flow Management

Selling Your Small Business

Read More

Topics: Virtual CFO

Improving Your Financial Health

Read More

Topics: Cash Flow Management

Estate Planning Tips

Read More

Topics: Estate Planning

Five Retirement Planning Mistakes

Read More

Topics: Cash Flow Management

Managing Your Digital Footprints

Read More

Topics: Virtual CFO

August Employee Spotlight: Shawn Pooler

Read More

Topics: distributed company, Employee Spotlight, Remote work

Preventing Fraud within the Your Company

Read More

Topics: Business Advisory

Retirement Isn’t for Everyone

Read More

Topics: Cash Flow Management, Virtual CFO

What’s in a Good Business Partnership?

Read More

Topics: Business Advisory

Welcoming three new employees!

Read More

Topics: Remote work

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

Read More

Topics: Announcements, distributed company, Remote work

Summer Tax Tips

Read More

Topics: Individual Taxes

The 80-20 Rule for Business Profitability

Read More

Topics: Business Advisory

Getting Your Debt Under Control

Read More

Topics: Virtual CFO

Saving for Your Retirement

Read More

Topics: Cash Flow Management

Getting Your Customers to Pay Up

Read More

Topics: Cash Flow Management

Are Your Starting a New Job?

Read More

Topics: Individual Taxes

Hiring Your Family and Friends

Read More

Topics: Business Advisory

Happy Birthday America!

Read More

Topics: Announcements

Funding Your Small Business

Read More

Topics: Bank Financing

July Employee Spotlight: Diane Church

Read More

Topics: Virtual CFO, distributed company, Employee Spotlight

Time to Review Your Tax Strategy

Read More

Topics: Individual Taxes

Reviewing Your Insurance Needs

Read More

Topics: Cash Flow Management

Tips for Handling an Overflowing Inbox

Read More

Topics: Business Advisory

Before You Start a Home-based Business

Read More

Topics: Business Advisory, Remote work

Leadercast: An Opportunity to Lead and to Bond

Read More

Topics: Virtual CFO, distributed company, Remote work

Good Customer Service Equals Success

Read More

Topics: Business Advisory

Make Your Shareholder Loan Audit Proof

Read More

Topics: Business Advisory

Honoring Father's Day!

Read More

Topics: Announcements

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

Read More

Topics: Individual Taxes

Organization: Tools and Techniques to Keep Yourself Organized

Read More

Topics: distributed company, Remote work

3 Tax Tips for Small Business

Read More

Topics: Business Taxes

How Divorce Affects Your Tax Filing Status

Read More

Topics: Individual Taxes

8 Things to Consider Before Boomeranging

Read More

Topics: Virtual CFO, Remote work

QuickBooks: How to Use Product and Service Records

Read More

Topics: QuickBooks Consulting

June Employee Spotlight: David Bernhardt

Read More

Topics: Virtual CFO, Employee Spotlight, Remote work

Finding Potential Employees

Read More

Topics: Business Advisory

How to Get the Most Out of Your Professionals

Read More

Topics: Business Taxes

Bootstrapping Your Start-Up

Read More

Topics: Cash Flow Management

In Honor of Memorial Day

Read More

Topics: Announcements

Tax Benefits of Owning a Home

Read More

Topics: Individual Taxes

Is Your Business Experiencing Growing Pains?

Read More

Topics: Cash Flow Management

New: Health Savings Account Limits

Read More

Topics: Virtual CFO

Tips and Tricks for the Work From Home Parent

Read More

Topics: Virtual CFO, distributed company

Basic Accounting 101

Read More

Topics: Outsourced Bookkeeping

Estate Planning for Your Digital Accounts

Read More

Topics: Estate Planning

Improve Your Business Cash Flow

Read More

Topics: Cash Flow Management

Time to Check Your Tax Withholding

Read More

Topics: Individual Taxes

Welcome to our newest employees!

Read More

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

Update Your Important Documents

Read More

Topics: Estate Planning

How an Appraisal Can Help Your Business

Read More

Topics: Virtual CFO

8 Practical Tips for the First-Time Remote Worker

Read More

Topics: Virtual CFO, distributed company, Remote work

Going Paperless

Read More

Topics: Business Advisory

QuickBooks Part 2: Tracking time

Read More

Topics: QuickBooks Consulting

May Employee Spotlight: Amanda Legere

Read More

Topics: Virtual CFO, distributed company, Employee Spotlight

Reduce Your Workload

Read More

Topics: Outsourced Bookkeeping

Pros and Cons for Hiring Contractors vs Employees

Read More

Topics: Virtual CFO, distributed company

Innocent Spouse vs. Injured Spouse

Read More

Topics: Individual Taxes

IRS Audit Rates Continue to Decline

Read More

Topics: Individual Taxes

Update: Tax Cuts and Jobs Act

Read More

Topics: Business Taxes

5 Myths About Working From Home

Read More

Topics: Virtual CFO, distributed company

How to Handle Back Taxes

Read More

Topics: Individual Taxes

We’re Taking a Break Today

Read More

Topics: Virtual CFO

TAX DAY IS HERE!

Read More

Topics: Individual Taxes

Five Tax Myths

Read More

Topics: Virtual CFO

Making Your Business a Success

Read More

Topics: Business Advisory

To Incorporate or Not to Incorporate

Read More

Topics: Virtual CFO

April 2018 Tax Filing Reminders

Read More

Topics: Individual Taxes

How to Track Time in QuickBooks- Part 1

Read More

Topics: Virtual CFO

Interest Rates Increase in the Second Quarter

Read More

Topics: Wealth Management

Preparing to Sell Your Business

Read More

Topics: Business Advisory

Communicating with Clients in a Virtual World

Read More

Topics: Virtual CFO, distributed company

Happy Easter!

Read More

Topics: Announcements

2017 Deductions for Charitable Donations

Read More

Topics: Virtual CFO

Put Your Tax Refund to Work

Read More

Topics: Individual Taxes

A Checklist for the Remote Worker

Read More

Topics: Virtual CFO, distributed company

Should You File an Extension?

Read More

Topics: Individual Taxes

Dealing with Angry Customers

Read More

Topics: Business Advisory

Customer Service and Your Business

Read More

Topics: Business Advisory

New Business Tax Checklist

Read More

Topics: Virtual CFO

Extended Tax Filing Time 

Read More

Topics: Individual Taxes

Is it Time to Take a Required Minimum Distribution?

Read More

Topics: Wealth Management

Boost Your Retirement Account with Your Tax Refund

Read More

Topics: Cash Flow Management

BEWARE! Another New Tax Scam

Read More

Topics: Individual Taxes

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

Read More

When is Income NOT Taxable?

Read More

Topics: Individual Taxes

Partnership Needs More Than a Handshake

Read More

Topics: Business Advisory

6 Best Practices for Effective Proposals and SOWs

Read More

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

The Joys and Challenges of Relocation When You Work Distributed

Read More

Topics: Virtual CFO, distributed company

Do You Have an Emergency Fund?

Read More

Topics: Cash Flow Management

Use Setting to Customize QuickBooks Online

Read More

Topics: QuickBooks Consulting

March 2018 Tax Deadlines

Read More

Topics: Business Taxes

Hiring Family Members

Read More

Topics: Business Advisory

What You Should Know about Taxes and Virtual Currencies

Read More

Topics: Virtual CFO

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

Read More

Topics: Virtual CFO, distributed company

Small Business-What You Should Know

Read More

Topics: Virtual CFO

Small Businesses in 2018

Read More

Topics: Business Advisory

Secure Your Investments-Diversify

Read More

Topics: Virtual CFO

Sunk Costs- Know When to Walk Away

Read More

Topics: Virtual CFO

How will the New Tax Cuts Affect You?

Read More

Topics: Individual Taxes

What Tax Records Should You Keep?

Read More

Topics: Individual Taxes

IRS Announces 2018 Changes for the Kiddie Tax

Read More

Topics: Individual Taxes

Tax Fraud Prevention

Read More

Topics: Individual Taxes

February 2018 Summit CPA Employee Spotlight: Tom Wadelton

Read More

Tips for Starting a Successful Business

Read More

Topics: Cash Flow Management

Customer Records Using QuickBooks Online

Read More

Topics: QuickBooks Consulting

New Tax Rules for Capital Expenditures

Read More

Topics: Business Taxes

Is Blockchain the Future of Accounting? [Infographic]

Read More

Topics: distributed company

How Can a Virtual CFO Help Your Business?

Read More

Topics: Virtual CFO

The Marketing Tool Every Business Needs

Read More

Topics: Virtual CFO

11 Reasons Why You Should Join the Summit CPA Group Team

Read More

Reminder: Business Tax Deadlines

Read More

Topics: Business Taxes

How to Work From Home with Kids

Read More

Topics: distributed company

Make Your Business Spending Pay Off

Read More

Topics: Business Advisory

When Should You Draw Your Social Security?

Read More

Topics: Cash Flow Management

Tax Cuts and Jobs Act Update

Read More

Topics: Business Taxes, Individual Taxes

How to Avoid a Tax Audit

Read More

Topics: Individual Taxes

Tips to Improve Your Credit Score

Read More

Topics: Virtual CFO

No Change in 1st Quarter Interest Rates

Read More

Topics: Business Advisory

How’s Your Business Status Working?

Read More

Topics: Business Advisory

January 2018 Tax Deadlines

Read More

Topics: Business Taxes

How’s Your Financial Forecast?

Read More

Topics: Cash Flow Management

Download Transactions Using QuickBooks Online

Read More

Topics: QuickBooks Consulting

The Pros and Cons of a Company Buyout

Read More

Topics: Virtual CFO

Think Before You Click

Read More

Topics: Virtual CFO

Your Donations May Cut Your Tax Bill

Read More

Topics: Individual Taxes

Is a distributed-model company right for you?

Read More

Topics: distributed company

Five Important Year-End Tax Tips

Read More

Topics: Business Advisory

The Employee Handbook

Read More

Topics: Business Advisory

Summit CPA Group: First Annual Company Retreat

Read More

Topics: distributed company

Have You Recently Changed Your Name?

Read More

Topics: Cash Flow Management

QSEHRA 101

Read More

Topics: Business Taxes, Healthcare

Sales Tax Set-Up in QuickBooks Online

Read More

Topics: QuickBooks Consulting

2018 IRS Identity Theft Protections Announced

Read More

Topics: Business Taxes

Check Your Social Security Benefit Status

Read More

Topics: Wealth Management

Year-End Business Tax Tips

Read More

Topics: Business Taxes

Avoiding the Credit Card Trap

Read More

Topics: Cash Flow Management

The Freelancer Dream and Finances

Read More

Happy Thanksgiving from Summit CPA Group!

Read More

Topics: Announcements

Managing Your 401k When a Business Closes

Read More

Topics: Cash Flow Management

What You Need to Know When Giving a Gift

Read More

Topics: Wealth Management

A Good Office Setup = Good Work

Read More

Topics: distributed company

Thank You for Your Service

Read More

Topics: Announcements

Can You Spot Phony Money?

Read More

Topics: Cash Flow Management

Elements of the Newly “Proposed” Tax Reform

Read More

Topics: Business Taxes

Using Vendor Records in QuickBooks

Read More

Topics: QuickBooks Consulting

Annual Employee Reviews

Read More

Topics: Cash Flow Management

Reviewing Your Tax Plan

Read More

Topics: Individual Taxes

Happy Hallows Eve!

Read More

Topics: Announcements

Financial Gift Giving

Read More

Topics: Cash Flow Management

Time to Renew Your ITIN

Read More

Topics: Virtual CFO

Are Your Charitable Donations Deductible?

Read More

Topics: Individual Taxes

Equifax Security Breach

Read More

Topics: Virtual CFO

Section 179 Tax Planning

Read More

Topics: Business Taxes

Reducing Obsolete Inventory

Read More

Topics: Business Advisory

Pros & Cons of Prepaid Debit Cards

Read More

Topics: Cash Flow Management

Business Meal Deductions

Read More

Topics: Business Taxes

Alternative Cost Control Strategies

Read More

Topics: Business Advisory

Too Much Company Stock Can Be Risky

Read More

Topics: Cash Flow Management

QuickBooks Online Mobile App

Read More

Topics: QuickBooks Consulting

Business Succession Planning

Read More

Topics: Business Advisory

Writing a Loan Proposal

Read More

Topics: Cash Flow Management

529 Savings Withdrawals

Read More

Topics: Cash Flow Management

Is now the time to expand your business?

Read More

Topics: Cash Flow Management

Defending Your Fair Market Value

Read More

Topics: Cash Flow Management

Predicting Your Cash Flow with Financial Forecasting

Read More

Topics: Cash Flow Management

Who's on Your Financial Team?

Read More

Topics: Business Advisory

Are You Making the Right Pricing Decisions?

Read More

Topics: Business Advisory

How to Record a Vendor Credit in QuickBooks

Read More

Topics: QuickBooks Consulting

Common Homeowner Insurance Mistakes

Read More

Topics: Cash Flow Management

Are You Prepared for a Disaster?

Read More

Topics: Announcements

Celebrating the American Workforce

Read More

Topics: Announcements

Your Budget vs. Actual Report

Read More

Topics: Cash Flow Management

Common Tax Mistakes

Read More

Topics: Individual Taxes

Are You an Employee or Independent Contractor?

Read More

Topics: Cash Flow Management

Basic Accounting Tips for Business Owners

Read More

Topics: Cash Flow Management

Congress Ends College Tuition Deduction

Read More

Topics: Individual Taxes

7 Best Practices for QuickBooks Online

Read More

Topics: QuickBooks Consulting

Reverse Mortgage Q & A

Read More

Topics: Cash Flow Management

529 College Savings Plan Withdrawal Rules

Read More

Topics: Individual Taxes

IPO Investment Facts

Read More

Topics: Business Advisory

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

Read More

Topics: Virtual CFO

Making the Right Pricing Decisions

Read More

Topics: Cash Flow Management

Small Business Cash Flow Tips

Read More

Topics: Cash Flow Management

Are Casualty Gains Taxable?

Read More

Topics: Individual Taxes

Buy/Sell Agreements are Vital to a Business

Read More

Topics: Business Advisory

The Facts about Health Savings Accounts

Read More

Topics: Cash Flow Management

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

Read More

Topics: Individual Taxes

Receiving Payments in QBO

Read More

Topics: QuickBooks Consulting

Tax Planning for Your Business

Read More

Topics: Business Taxes

Are You Looking for Tax-Free Income?

Read More

Topics: Individual Taxes

Alternate Small Business Financing

Read More

Topics: Business Advisory

Before You Buy a New Business

Read More

Topics: Cash Flow Management

Happy 241st Birthday America!

Read More

Topics: Announcements

Credit Life Insurance

Read More

Topics: Cash Flow Management

Are Unemployment Benefits Taxable?

Read More

Topics: Individual Taxes

Credit Policy Review

Read More

Topics: Business Advisory

The Consequences of Out Dated Beneficiary Information

Read More

Topics: Virtual CFO

Happy Father’s Day

Read More

Topics: Announcements

Trust Falls and Rope Courses

Read More

Topics: distributed company

Adoption Tax Options

Read More

Topics: Individual Taxes

The Essentials of Customer Service

Read More

Topics: Cash Flow Management

Tax Terms You Should Know

Read More

Topics: Individual Taxes

Making CSR a Priority at a Distributed Company

Read More

Topics: distributed company

How’s Your Credit Score?

Read More

Topics: Cash Flow Management

What are Your Chances of Being Audited?

Read More

Topics: Individual Taxes

Getting to Know QuickBooks Online Reports

Read More

Topics: QuickBooks Consulting

The Secret Sauce for Running a Distributed Model Company

Read More

Topics: distributed company

Retiring in Comfort

Read More

Topics: Cash Flow Management

Maintaining Your Tax Records

Read More

Topics: Cash Flow Management

Should You Incorporate Your Business?

Read More

Topics: Cash Flow Management

Who’s Paying for the College Bill?

Read More

Topics: Cash Flow Management

Summit CPA Group Wins Innovation Award

Read More

Topics: Announcements

2017 Business Vehicle Depreciation Limits

Read More

Topics: Cash Flow Management

What You Need to Know About Disability Insurance

Read More

Topics: Cash Flow Management

You Filed Your Tax Return and Now You Have Questions

Read More

Topics: Business Taxes

Happy Mother’s Day!

Read More

Topics: Announcements

The Tax Filing Responsibilities of Estate Executors

Read More

Topics: Individual Taxes

Your Tax Refund May Be Offset By Your Debts

Read More

Topics: Individual Taxes

Tax Breaks for Job Hunters

Read More

Topics: Individual Taxes

Finding the “Best” Employees

Read More

Topics: Business Advisory

Why You Should File a Tax Return

Read More

Topics: Individual Taxes

Were You Selected for a Correspondence Audit?

Read More

Topics: Individual Taxes

Need to Set Up Users in QuickBooks Online?

Read More

Topics: QuickBooks Consulting

IRS to Begin Using Collection Agencies

Read More

Topics: Individual Taxes

It’s Tax Time- Are You Prepared?

Read More

Topics: Individual Taxes

Home Improvements and Your Taxes

Read More

Topics: Individual Taxes

How to Apply for a Tax Extension

Read More

Topics: Individual Taxes

Tax Refund or Interest-Free IRS Loan?

Read More

Topics: Individual Taxes

Diversifying Investments with a Tax Focus

Read More

Topics: Cash Flow Management

Newlyweds Tax Tips

Read More

Topics: Individual Taxes

Are Your Deductions Audit Proof?

Read More

Topics: Business Taxes

Checklist for Starting a New Business

Read More

Topics: Business Advisory

2017 Inflation Adjusted Tax Numbers

Read More

Topics: Cash Flow Management

Self-Employed Tax Tips

Read More

Topics: Business Taxes

Teaching Your Kids about Charge Cards

Read More

Topics: Cash Flow Management

Tax Law Requires Health Insurance

Read More

Topics: Individual Taxes

Look for Summit CPA at DrupalCon Baltimore

Read More

Topics: Virtual CFO

Earlier Due Date for Partnership Returns

Read More

Topics: Business Taxes

Foreign Investments Reporting

Read More

Topics: Business Taxes

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

Read More

Topics: Cash Flow Management

Have You Been Hacked?

Read More

Topics: Cash Flow Management, Virtual CFO

Employer Identification Number

Read More

Topics: Business Advisory

How Grandparents Can Assist with Education

Read More

Topics: Individual Taxes

Talk Finances with Elderly Parents

Read More

Topics: Estate Planning

What is the Definition of "Dependent”?

Read More

Topics: Individual Taxes

Tax Records – Keep or Toss?

Read More

Topics: Individual Taxes

Section 179 Depreciation

Read More

Topics: Business Taxes

Assist Employees with Medical Expenses Using HRAs

Read More

Topics: Business Taxes

Certain Tax Credits Require More Information

Read More

Topics: Individual Taxes

Financial Resolutions for Couples

Read More

Topics: Cash Flow Management

Required IRA Distributions

Read More

Topics: Cash Flow Management

Use Recurring Transactions in QuickBooks Online

Read More

Topics: QuickBooks Consulting

The Alternative Minimum Tax

Read More

Topics: Individual Taxes

Inflation-Adjusted 2017 Tax Numbers

Read More

Topics: Individual Taxes

Tax Bracket vs. Tax Rate

Read More

Topics: Individual Taxes

How to Make the Most of Your Tax Refund

Read More

Topics: Individual Taxes

Bartering Can Be an Effective Business Strategy

Read More

Topics: Cash Flow Management

New Business Start-up Tips

Read More

Topics: Business Advisory

New and Extended Tax Form Due Dates

Read More

Topics: Business Taxes

Owning Business Franchise

Read More

Topics: Cash Flow Management

Retaining Good Employees

Read More

Topics: Business Advisory

Managing Your Debt

Read More

Topics: Cash Flow Management

Strategizing for a Successful Business

Read More

Topics: Business Advisory

5 QBO Add-On Apps You May Need in 2017

Read More

Topics: QuickBooks Consulting

S Corporation Year End Check

Read More

Topics: Business Taxes

No Changes for the "Nanny Tax"

Read More

Topics: Individual Taxes

Time to Tidy-Up Your Financial House

Read More

Topics: Cash Flow Management

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

Read More

Topics: Cash Flow Management

Will Your Social Security Benefits are Taxed?

Read More

Topics: Individual Taxes

New Business Hiring Mistakes

Read More

Topics: Business Advisory

Beware! There’s a New Scam in Town

Read More

Topics: Announcements

Asset Reporting and Reconciliation

Read More

Topics: operational compliance

Overtime Rule Blocked

Read More

Topics: Cash Flow Management

Starting a New Business

Read More

Topics: Virtual CFO

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

Read More

Topics: Business Taxes, Individual Taxes

Increased Self-Employment Tax in 2017

Read More

Topics: Business Taxes

Teaching Your Kids About Credit Cards

Read More

Topics: Cash Flow Management

Give a Gift That Keeps On Giving.

Read More

Topics: Virtual CFO

Year-End Charitable Gifts Tax Benefits

Read More

Topics: Business Taxes, Individual Taxes

Saving for Your Retirement

Read More

Topics: Cash Flow Management

Tax Benefits of Year-End Charitable Gifts

Read More

Topics: Business Taxes, Individual Taxes

What's In Your Business Plan?

Read More

Topics: Cash Flow Management

Turn Customer Complaints into Opportunities

Read More

Topics: Cash Flow Management

The Benefits of a Professional Team

Read More

Topics: Cash Flow Management

Who’s Watching over Your Company Cash?

Read More

Topics: Cash Flow Management

Making Smart Financial Decisions is Not Easy

Read More

Topics: Cash Flow Management

Sixty-day Rollover Errors

Read More

Topics: Cash Flow Management

Educational "Tax Primer" Breaks

Read More

Topics: Cash Flow Management

How You Can Save Successfully

Read More

Louisiana Storm Victims Tax Relief

Read More

Topics: Business Taxes, Individual Taxes

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

Read More

Topics: QuickBooks Consulting

Make a Business Plan that Works

Read More

Topics: Cash Flow Management

Help the IRS Fight Electronic Fraud

Read More

Topics: Business Taxes, Individual Taxes

Watch Out for Bogus Charities

Read More

Topics: Announcements

Financial Tips in Tough Economic Times

Read More

Topics: Cash Flow Management

September 2016 Tax Filing Dates

Read More

Topics: Business Taxes, Individual Taxes

Making Better Business Decisions

Read More

Topics: Cash Flow Management

Partial Home-Sale Exclusion- Do You Qualify?

Read More

Topics: Individual Taxes

Don’t Be a Victim of Cyber-Crime

Read More

Topics: Business Advisory, Virtual CFO

Better Budgeting Using QuickBooks Online Plus

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Small Business Financing

Read More

Topics: Business Advisory

How You can Retire in Comfort

Read More

Topics: Cash Flow Management

Employer Insurance and Wellness Notifications

Read More

Topics: Business Advisory, Virtual CFO

Early Signs of Customer Credit Problems

Read More

Topics: Cash Flow Management

Before You Buy a Franchise

Read More

Topics: Cash Flow Management, Business Advisory

Keep Accurate Records to Avoid Tax Penalties.

Read More

Topics: Business Taxes, Individual Taxes

Estate Planning for Your Digital Assets

Read More

Topics: Estate Planning, Virtual CFO

Did You File an Information Return Record?

Read More

Topics: Business Taxes, Individual Taxes

Charging for Time in QuickBooks Online, Part 2

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How Useful are Business Valuations?

Read More

Topics: Cash Flow Management, Virtual CFO

What is a Virtual CFO?

Read More

Topics: Virtual CFO

New Overtime Rules

Read More

Topics: Business Advisory

Business Profitability Using the "80-20 Rule”

Read More

Topics: Cash Flow Management, Virtual CFO

Prevent Fraud in Your Business

Read More

Topics: Virtual CFO

Tips to Promote Your Small Business

Read More

Topics: Cash Flow Management, Business Advisory

Charging for Time in QuickBooks Online Plus, Part 1

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Happy 240th Birthday America

Read More

Topics: Announcements

Tax Audit- Is Your Business at Risk?

Read More

Topics: Business Taxes

How to Retire in Comfort

Read More

Topics: Cash Flow Management

How to Boost Your Profits

Read More

Topics: Cash Flow Management

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

Read More

Topics: Cash Flow Management

How is Your Credit Score?

Read More

Topics: Cash Flow Management

ACA- Tips for Individuals and Business

Read More

Topics: Business Taxes, Individual Taxes

2016 Mid-Year Tax Planning Tips

Read More

Topics: Business Taxes, Individual Taxes

Child Care Tax Credit

Read More

Topics: Individual Taxes

Seasonal Workers- What You Need to Know

Read More

Topics: Business Taxes

A Happy Employee is a Productive Employee

Read More

Topics: Cash Flow Management, Business Advisory

Business and Personal Tax Tips

Read More

Topics: Business Taxes, Individual Taxes

Analyzing Your Small Business

Read More

Topics: Cash Flow Management, Business Advisory

Extended Business Tax Credit

Read More

Topics: Business Taxes

You Got an IRS Notice: What Now?

Read More

Topics: Individual Taxes

How a Valuation is Helpful to Your Business

Read More

Topics: Cash Flow Management, Business Advisory

Do You Have a Business Succession Plan?

Read More

Topics: Succession Planning, Virtual CFO

IRS Issues 2016 Luxury Auto Depreciation Limits

Read More

Topics: Cash Flow Management, Business Taxes

Rental Income and Your Taxes

Read More

Topics: Business Taxes, Individual Taxes

Spring Cleaning? Include Your Tax Paperwork

Read More

Topics: Cash Flow Management, Individual Taxes

Customer Service- How Do You Rate?

Read More

Topics: Cash Flow Management, Business Advisory

Adjust Your Withholding -Update Your W-4

Read More

Topics: Individual Taxes

Summit CPA is Taking a Break Today

Read More

Topics: Announcements

Beware of Audit Red Flags

Read More

Topics: Business Taxes, Individual Taxes

Two Beneficial Tax Extensions

Read More

Topics: Estate Planning, Business Advisory

IRS- Tax Interest Rate Hike

Read More

Topics: Business Taxes, Individual Taxes

Who Needs to File a Gift-Tax Return?

Read More

Topics: Individual Taxes

Making Estimated Tax Payments

Read More

Topics: Business Taxes, Individual Taxes

Will You Need a Tax Extension?

Read More

Topics: Cash Flow Management, Individual Taxes

Tax Tips for Your Small Business

Read More

Topics: Business Taxes

Setting Up Settings in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Business Advisory

Business Strategies for Long-Term Success

Read More

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

Important Tax Saving Tips

Read More

Topics: Cash Flow Management, Individual Taxes

Tax Breaks for Hiring Employees

Read More

Topics: Business Taxes, Business Advisory

New Minimum Wage Laws

Read More

Topics: Cash Flow Management, Virtual CFO

Tax Return Extension for Estate Executors

Read More

Topics: Estate Planning, Virtual CFO

Updating Tangible Property Expensing

Read More

Topics: Business Taxes, Virtual CFO

Upgrade Your Home and Lower Your Taxes

Read More

Topics: Business Taxes, Individual Taxes

How's Your Rainy Day Fund?

Read More

Topics: Cash Flow Management, Virtual CFO

Healthcare Tax Penalties

Read More

Topics: Cash Flow Management, Individual Taxes

What are Qualified Dependents and Exemptions?

Read More

Topics: Cash Flow Management, Individual Taxes

What You Should Know About the QBO Mobile App

Read More

Topics: QuickBooks Consulting, Virtual CFO

Healthcare and Your Tax Return

Read More

Topics: Business Taxes, Individual Taxes

2016 Inflation-Adjusted Tax Numbers

Read More

Topics: Cash Flow Management, Business Taxes, Individual Taxes

What Every Small Business Owner Needs to Know

Read More

Topics: Wealth Management

Save for Retirement and Reduce Federal Tax

Read More

Topics: Cash Flow Management, Individual Taxes

Talk Finances with Your Parents

Read More

Topics: Estate Planning, Virtual CFO

Did You Employ Domestic Help in 2015?

Read More

Topics: Cash Flow Management, Business Taxes

Are You Saving Enough for Retirement?

Read More

Topics: Cash Flow Management, Wealth Management

Get a Head Start on the Tax Filing Season

Read More

Topics: Cash Flow Management, Individual Taxes

January Tax Filing Tips

Read More

Topics: Business Taxes, Individual Taxes, Virtual CFO

Understanding QuickBooks Accounts Receivable Reports

Read More

Topics: QuickBooks Consulting, Cash Flow Management, Business Advisory

Tax Breaks Extended Retro-Active

Read More

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

New 2016 Mileage Rates

Read More

Topics: Business Advisory, Virtual CFO

An Introduction to the QuickBooks Online Customer Page

Read More

Topics: QuickBooks Consulting, Virtual CFO

December 2015 Tax Tips

Read More

Topics: Cash Flow Management, Virtual CFO

Keep Your Customers Happy

Read More

Topics: Cash Flow Management, Virtual CFO

Working with Employee Records in QuickBooks Online

Read More

Topics: QuickBooks Consulting

What is the Breakeven Point for Your Business?

Read More

Topics: Cash Flow Management, Virtual CFO

IRS Warning: Charity Scams

Read More

Topics: Announcements, Virtual CFO

Introducing the New QuickBooks Online for PC App

Read More

Topics: QuickBooks Consulting

Staff Accountant Ties the Knot

Read More

Topics: Announcements

Protect Your ID- Get A Credit Report

Read More

Topics: Wealth Management

Protecting Your Tax Breaks

Read More

Virtual CFO Tips to Help Reduce Inventory Risks

Read More

Topics: Business Taxes

Is Your Company Vehicle Tax Deductible?

Read More

Topics: Business Taxes

A Business Strategy that May Postpone Your Tax

Read More

Topics: Business Taxes

When Your Child Wants to Be CFO of Their Own Business

Read More

Topics: Business Advisory, Virtual CFO

Congratulations Ally Landis, Our Recent CPA!

Read More

Topics: Announcements

Congratulations to Jake Grimm, Our Most Recent CPA

Read More

Topics: Virtual CFO

Virtual CFO Tips for Your Small Business

Read More

Topics: Cash Flow Management, Virtual CFO

Back to School Tax Breaks

Read More

Topics: Cash Flow Management, Individual Taxes

Helpful Hints if Tax ID Theft Happens to You

Read More

Topics: Cash Flow Management, Announcements, Virtual CFO

Maximize Your Tax Breaks

Read More

Topics: Individual Taxes

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

Read More

Topics: Cash Flow Management, Business Advisory

Creating Reports in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

Virtual CFO Tips to GET Your Business on Track

Read More

Topics: Cash Flow Management, Business Advisory

Assessing Your Business Cash Flow

Read More

Topics: Cash Flow Management, Business Advisory

Summertime Tax Planning

Read More

Topics: Cash Flow Management, Virtual CFO

Managing MAGI to Preserve Tax Breaks

Read More

Topics: Cash Flow Management, Virtual CFO

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

Read More

Topics: Cash Flow Management, Wealth Management

It is Possible for A Business to Grow to Fast

Read More

Topics: Business Advisory, Virtual CFO

It's Time to Check Your 2015 Tax Payments

Read More

Topics: Individual Taxes

Getting Ready for Payroll in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

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

Read More

Topics: Virtual CFO

New Tax break for the Disabled

Read More

Topics: Estate Planning, Cash Flow Management

2015 Business Vehicle Tax Deduction Limits

Read More

Topics: Business Taxes, Business Advisory

Using Purchase Orders in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

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

Read More

Topics: Individual Taxes

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

Read More

Topics: operational compliance, Virtual CFO

Common Tax-Time Errors

Read More

Topics: Business Taxes, Individual Taxes

Do Your Family Loans have Tax Implications?

Read More

Topics: Business Taxes, Individual Taxes

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

Read More

Topics: Business Advisory, Wealth Management

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

Read More

Topics: Cash Flow Management

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

Read More

Topics: Cash Flow Management, Virtual CFO

Are You Thinking of Going Into Business with a Franchise?

Read More

Topics: Cash Flow Management, Business Advisory

Tax Tips for Expectant Parents

Read More

Topics: Individual Taxes

Do You Have an Accounting System for Your New Business?

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

It’s Time to Update Your Beneficiaries and Tax Information

Read More

Topics: Succession Planning, Estate Planning

Best Wishes for a Happy New Year from Summit CPA

Read More

Topics: Announcements

Last Minute Tax Tips

Read More

Topics: Business Taxes, Individual Taxes

Last Minute Tax Considerations

Read More

Topics: Business Taxes, Individual Taxes

Small Business Owners- How is Your Salary?

Read More

Topics: Cash Flow Management, Business Advisory, Virtual CFO

IRS Reveals Concerns for the Tax Season

Read More

Topics: Individual Taxes, Virtual CFO

Q & A: Understanding Your QuickBooks Online Accounts

Read More

Topics: Outsourced Bookkeeping, Virtual CFO

Tips to Protect Your Identity

Read More

Topics: Outsourced Bookkeeping, Virtual CFO

Tax Options to Consider for Your C or S Corporation

Read More

Sales Transactions in QuickBooks Online: An Overview

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Organizing Your Finances

Read More

Topics: Virtual CFO

Have You Reviewed You Tax Plan Lately?

Read More

Topics: Individual Taxes, Virtual CFO

Tax Breaks for Charitable Work

Read More

Topics: Individual Taxes, Business Advisory

Managing Users in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How to Keep Your Cash Flowing

Read More

Topics: Cash Flow Management, Business Advisory

Income Tax and Disabilities

Read More

Topics: Individual Taxes, Virtual CFO

Before You Start a New Business; Ask the Right Questions

Read More

Topics: Business Advisory, Virtual CFO

Grandparents Can Help with Higher Education Costs

Read More

Topics: Individual Taxes, Virtual CFO

Make a Statement in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Copyright vs Trademark vs Patent-What is the difference?

Read More

Topics: Business Advisory, Virtual CFO

Happy Father’s Day!

Read More

Topics: Announcements

QuickBooks Online Goes on the Road

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Financial Strategies for the 20–Something Generation

Read More

Topics: Cash Flow Management, Virtual CFO

How Outsourced Bookkeeping Can Reduce Your Workload

Read More

Topics: Outsourced Bookkeeping

Receiving Payments in QuickBooks Online

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Save Your Vacation Home Tax Deductions

Read More

Topics: Individual Taxes, Virtual CFO

Where is Your Tax Refund?

Read More

Topics: Individual Taxes

Should You Make Estimated Tax Payments in 2014?

Read More

Topics: Individual Taxes, Virtual CFO

Should You Business Go Paperless?

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Tax Tips for Small Business

Read More

Topics: Outsourced Bookkeeping, Business Taxes

Will You Owe Self-Employment Tax?

Read More

Topics: Business Taxes, Individual Taxes

Improve Your Hiring Potential with an Internship Program

Read More

Topics: Business Advisory, Virtual CFO

Tax Refund Options

Read More

Topics: Individual Taxes, Virtual CFO

Do You Need an "Employer Identification Number"?

Read More

Topics: Business Advisory, Virtual CFO

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

Read More

Topics: Business Taxes, Individual Taxes

IRS Sounds the "Tax Scam Alarm

Read More

Topics: Business Taxes, Individual Taxes, Announcements

Popular Tax Credits and Deductions Set for Expiration

Read More

Topics: Business Taxes, Individual Taxes

The Health Premium Tax Credit

Read More

Topics: Individual Taxes, Virtual CFO

Maximizing Your Tax Deductions after a Disaster Strikes

Read More

Topics: Business Taxes, Individual Taxes

Child-Related Tax Credits

Read More

Topics: Individual Taxes, Virtual CFO

Tax Rules for Lending Money to a Relative

Read More

Topics: Individual Taxes, Virtual CFO

Make QuickBooks Yours in 2014: Customize

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Business Advisory

It’s Time to Update Your Important Documents

Read More

Topics: Estate Planning, Virtual CFO

The DOMA Impact on Financial Planning

Read More

Topics: Estate Planning, Individual Taxes

Health Care Reform Act

Read More

Topics: Virtual CFO

Important Changes May Impact Your 2013 Tax Return

Read More

Topics: Individual Taxes, Virtual CFO

Disability Insurance Benefits: Are they Taxable?

Read More

Topics: Virtual CFO

Tips to Lower Your Tax Bill

Read More

Topics: Business Taxes, Individual Taxes

Tax Tips for Charitable Travelers

Read More

Topics: Individual Taxes

Add Cash to Your Reserve for More Financial Security

Read More

Topics: Cash Flow Management, Virtual CFO

Preventing Identity Theft

Read More

Topics: Business Taxes, Individual Taxes

Happy Veterans Day

Read More

Topics: Announcements

How the Affordable Care Act Affects Your Business

Read More

Topics: Business Taxes, Business Advisory

Form 1099 Filing Requirements

Read More

Topics: Business Taxes

What Does You Accountant Do for You?

Read More

Topics: QuickBooks Consulting, Business Advisory

Don’t Get Caught Up in the Wash Sale Rules

Read More

Topics: Business Taxes, Individual Taxes

Tips to Retain Employees

Read More

Topics: Business Advisory, Virtual CFO

Are You Losing Money Due to Obsolete Inventory?

Read More

Topics: Business Taxes, Business Advisory

The Affordable Care Act Business Penalties Delayed

Read More

Topics: Business Advisory, Announcements

Four Stages of Financial Maturity

Read More

Topics: Cash Flow Management, Wealth Management

Are You Struggling to Pay Your Taxes?

Read More

Topics: Business Taxes, Individual Taxes

Discuss Financial Planning with Elderly Parents

Read More

Topics: Estate Planning

Roth Conversion- You Can Go Back

Read More

Topics: Virtual CFO

Donate to Cut Your Taxes

Read More

Topics: Business Taxes, Individual Taxes

Travel Tax Tips

Read More

Topics: Business Taxes, Individual Taxes

Can You Pass the "What’s Taxable Income" Quiz?

Read More

Topics: Individual Taxes

Minimize Your 2013 Taxes

Read More

Topics: Business Taxes, Individual Taxes

Good Debt V.S. Bad Debt

Read More

Topics: Cash Flow Management

Does Your Business have an Employee Manual?

Read More

Topics: Virtual CFO

Is Your Inbox Overflowing?

Read More

Taking a Loan from Your Business? Don’t Forget the Tax Rules

Read More

Topics: Business Taxes, Business Advisory

Who’s Watching Your Company Money?

Read More

Get the Most Out of Your Professional Advisors

Read More

Topics: Individual Taxes

New Health Savings Account Contribution Limits for 2014

Read More

Topics: Virtual CFO

Do You Need a Bank "Line of Credit"?

Read More

Topics: Bank Financing, Business Advisory

Are Your Tips Taxable

Read More

Topics: Individual Taxes

Getting a Divorce? Don’t Overlook Tax Planning

Read More

Topics: Individual Taxes

Job Hunting Tax Breaks

Read More

Topics: Virtual CFO

IRS Cautions Taxpayers about Identity Theft

Read More

Topics: Business Taxes, Individual Taxes

Tax Updates to Consider in 2013

Read More

Topics: Business Taxes, Individual Taxes

Save Energy! Save Taxes!

Read More

Topics: Business Taxes, Individual Taxes

2013 Tax Season Facts

Read More

Topics: Business Taxes, Individual Taxes, Virtual CFO

How Will the Medical Insurance Tax Penalties Affect You?

Read More

Topics: Business Taxes, Individual Taxes

Ask Our Virtual CFO How “Sunk Cost” Can Affect Your Business

Read More

Topics: Cash Flow Management

Congress Averts Tax Portion of Fiscal Cliff

Read More

Topics: Business Taxes, Individual Taxes

Mark Your Calendars: Important December Tax Information

Read More

Topics: Business Taxes, Individual Taxes

Does your business have the necessary accounting skills?

Read More

Topics: Outsourced Bookkeeping, Business Advisory

Are Your Small Business Accounting Skills Up to Par?

Read More

Topics: Outsourced Bookkeeping, Business Advisory

Helpful Tips to Make the Tax Season Go Smoother

Read More

Topics: Business Taxes, Individual Taxes

Teaching Your Children How to Manage Money

Read More

Topics: Wealth Management

When to Pay Tax On Savings Bonds

Read More

Topics: Cash Flow Management, Individual Taxes

Get Your Small Business in Compliance

Read More

Topics: Business Taxes, Business Advisory

Virtual CFO Tips to Help You Avoid Being a Victim of Fraud

Read More

Topics: Business Advisory

Our CPA Record Keeping Tips

Read More

Topics: Business Taxes, Individual Taxes

CPA Tips: How to Open a Successful Business

Read More

Topics: Business Advisory

Get a letter from the IRS? Don’t Panic- Consult Our Tax Advisors

Read More

Topics: Business Taxes, Individual Taxes

Our Virtual CFO Offers Head-Turning Introduction Tips

Read More

Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

Mid-Year Tax Tips To Consider; Consult Our CPAs for More Tips

Read More

Topics: Outsourced Bookkeeping, Business Taxes, Virtual CFO

Tax Advisor Tips To Consider for Your Tax Plan

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

How the New Health Care Laws Will Affect You

Read More

Topics: Outsourced Bookkeeping, Business Taxes, Virtual CFO

Thinking of Starting a Home-Based Business? Read Our CPA Tips

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

The importance of a written partnership agreement

Read More

Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

Some Tax Facts From Our Tax Advisors

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

Major Tax Changes In December 2012

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Business Advisory

Points to ponder about the bond market

Read More

Topics: Cash Flow Management, Wealth Management, Virtual CFO

Need Help With Pricing Decisions? Our Virtual CFO’s Can Help

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

What to know before planning a business succession

Read More

Topics: Succession Planning, Outsourced Bookkeeping, Virtual CFO

Tax Changes for Medical Deductions and Contributions

Read More

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

BEWARE of College Tax Credit Scams: Consult our Tax Advisors

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

What’s the “Time Value” of Your Money?

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Ask Our Tax Advisors How Your Kids Can Lower Your Tax Bill

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Our Virtual CFO Warns About A Refund Scam

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

How To Make The Most Out Of Your Refund

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Need More Time To File Your Taxes? Our Tax Advisors Can Help

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

The Tax Consequences of Bartering

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Virtual CFO if Your Medical Expenses Are Deductible

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Virtual CFO If You Qualify For A Health Care Tax Credit

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Steps To Take When You Change Your Name

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Our Financial Advisors have Tax Tips About the Savers Credit

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Our Virtual CFO Has Tax Tips for the Self-Employed

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Don’t Ignore Small Business Tax Credit; Our Virtual CFO Advises

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Be Diligent About Saving Tax Records

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Financial Advisors About A Random IRS Audit Plan

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Ask Our Virtual CFO About The Most Common Tax Filing Mistakes

Read More

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Financial Advisors The Benefits Of A Solo 401(k)

Read More

Topics: Cash Flow Management, Wealth Management, Virtual CFO

Best Practices for Your Business: Virtual CFO Tips

Read More

Topics: Cash Flow Management

Our Virtual CFO has a List of Tax Changes for 2012.

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

New Information About The "Innocent Spouse Relief" Law

Read More

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Are Your Sales Up to Par?

Read More

Teach your children basic bookkeeping early

Read More