It’s Time for Your Annual Business Check-Up

Topics: Employee Spotlight

Cyber Monday is Here!

Topics: Cash Flow Management

Shopping Tips for Black Friday

Topics: Cash Flow Management

Happy Thanksgiving!

Topics: Announcements

Get Ready for Small Business Saturday

Topics: Business Advisory

Holiday Spending Tips

Topics: Cash Flow Management

6 Tips to Spot a Phishing Email

Topics: Virtual CFO

The Family Business

Topics: Succession Planning

Our Top 5 Virtual CFO Blog Posts for October 2019

Topics: Virtual CFO

A Day of Celebration Dedicated to Our Veterans

Topics: Announcements

How Can Payroll Services Boost a Business?

Topics: Outsourced Bookkeeping

New Year-New 1040

Topics: Business Taxes

Topics: Employee Spotlight

4 Retirement Planning Mistakes

Topics: Cash Flow Management

Happy Halloween!

Topics: Business Advisory

The Power of Retreats for Remote Teams

Topics: Remote work

Avoid These 6 Mistakes When Selling Your Business

Topics: Business Advisory

Chart of Accounts in QuickBooks- 5 Things You Should Know

Topics: QuickBooks Consulting

Our Top 5 Virtual CFO Blog Posts for September 2019

Topics: Virtual CFO

Copyright vs. Patent vs. Trademark

Topics: Business Advisory

Are You Storing Obsolete Inventory?

Topics: Business Advisory

Your New Business To-Do-List

Topics: Cash Flow Management

5 Business Strategies for Long-Term Success

Topics: Business Advisory

Improve Your Hiring Potential Using Internships

Topics: Business Advisory

Get Your Business Cash Flowing

Topics: Cash Flow Management

Boost Your Business with Social Media

Topics: Virtual CFO

October 2019 Summit CPA Employee Spotlight: Erin Jacobs

Topics: Employee Spotlight

Does Your Business Have an Employee Handbook?

Topics: Business Advisory

5 Tips for Effective Delegation

Topics: Cash Flow Management

Get Advanced Time-Tracking with the QBO App

Topics: QuickBooks Consulting

Are You Eligible for a Home Office Deduction?

Topics: Business Advisory

Finding the Right Healthcare Insurance for Your Business

Topics: Healthcare

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

Topics: Business Taxes

7 Common Business Challenges - Are You Prepared?

Topics: Business Advisory

Our Top 5 Virtual CFO Blog Posts for August 2019

Topics: Virtual CFO

How Healthy is Your Business?

Topics: Business Advisory

September Employee Spotlight: Michelle Lesifko

Topics: Employee Spotlight

What Can a Virtual CFO Do For Your Business?

Topics: Cash Flow Management

In Business-Every Impression Matters

Topics: Business Advisory

5 Steps for Setting Salaries in Your Business

Topics: Cash Flow Management

Cash Flow Ideas That Can Save Your Small Business

Topics: Cash Flow Management

Estimates, Quotes, or Bids in QuickBooks

Topics: Outsourced Bookkeeping

Summit CPA Makes Inc. 5000 List Again

Topics: Announcements

Financial Awareness for Business Owners

Topics: Virtual CFO

5 Virtual CFO Blog Posts for July 2019

Topics: Cash Flow Management

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

Topics: Business Taxes

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

Topics: Cash Flow Management

Digital Marketing Errors to Avoid

Topics: Business Advisory

August Employee Spotlight: Dave Danic

Topics: Employee Spotlight

Please Welcome our July New Hires!

Topics: Employee Spotlight

Tips to Retain Your Core Customers

Topics: Business Advisory

Creating a Successful Business Plan

Topics: Cash Flow Management

4 Advanced Settings in QuickBooks Online You Should Know

Topics: QuickBooks Consulting

Forecasting Your Business Cash Flow

Topics: Cash Flow Management

Can a Virtual CFO Help Your Business?

Topics: Virtual CFO

Our Top 5 Virtual CFO Blog Posts for June 2019

Topics: Cash Flow Management

How working odd jobs prepares you for your career

Topics: Remote work

Happy 243rd Birthday America!

Topics: Virtual CFO

June 2019 Tax Legislation Proposals

Topics: Business Advisory

July Employee Spotlight: Kim Moore

Topics: Employee Spotlight

Don’t take on the IRS Alone

Topics: Individual Taxes

6 Apps for Remote Auditors

Topics: 401k plan

7 Rules for Building Your Nest Egg

Topics: Cash Flow Management

Make Online Business Reviews Work in Your Favor

Topics: Business Advisory

Progress Invoicing in QuickBooks Online

Topics: QuickBooks Consulting

Father's Day

Topics: Virtual CFO

10 Skills For Succeeding in Audit

Topics: 401K Audit

Our Top 5 Blog Posts for May 2019

Topics: Virtual CFO

Data and Security at a Distributed Company

Topics: Virtual CFO, Remote work

Avoid These 7 Mistakes When Selling Your Business

Topics: Cash Flow Management

June Employee Spotlight: Kristen Reinking

Topics: Employee Spotlight

“Evolving Strategies of Bookkeeping” Webinar

Topics: Business Advisory

Memorial Day

Topics: Announcements

It’s Time to Update Your Tax Plan

Topics: Individual Taxes

The remote work hiring process

Topics: Remote work

Building and Maintaining a Healthy Bookkeeping System

Topics: QuickBooks Consulting

Keep Track of Your Independent Contractors Using QuickBooks

Topics: QuickBooks Consulting

Our Top 5 Blog Posts for April 2019

Topics: Virtual CFO

Honoring Mother’s Day

Topics: Virtual CFO

Topics: Virtual CFO, Remote work

Should Your Business Outsource its Bookkeeping?

Topics: Outsourced Bookkeeping

Boosting SEO for Your Business

Topics: Business Advisory

May Employee Spotlight: Jamie Nau

Topics: Employee Spotlight

Our Top 5 Blog Posts for March 2019

Topics: Virtual CFO

Improve Your Sales Invoices with QuickBooks Online

Topics: QuickBooks Consulting

Protect Your Business Assets and Bank Accounts

Topics: Business Advisory

Need More Time in Your Day?

Topics: Remote work

Wishing You a Happy Easter!

Topics: Announcements, Virtual CFO

Fortify Your Business with These 4 Key Metrics

Topics: Business Advisory

The Tax Deadline is Here!

Topics: Individual Taxes

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

Topics: Cash Flow Management

How remote companies can build better client relationships

Topics: Remote work

Changes to the Employee Expense Rules

Topics: Business Taxes

10 QuickBooks Online Resources for Small Business Owners

Topics: QuickBooks Consulting

April 2019 Tax Deadlines – Are You Ready?

Topics: Business Taxes

Taking a Required Minimum Distribution

Topics: Cash Flow Management

April 2019 Employee Spotlight: Jake Grimm

Topics: Employee Spotlight

5 Tax Myths You Need to Know

Topics: Business Taxes

Make Your Business Meetings Count

Topics: Business Advisory

Do You Know What Tax Records Should You Keep?

Topics: Business Taxes

7 Tax Items Commonly Overlooked

Topics: Business Taxes

Our Top 5 Blog Posts for February 2019

Topics: Virtual CFO, distributed company

Crypto Wallets for Accountants 101

Topics: Remote work

7 Tips to Improve Your Business Profits

Topics: Cash Flow Management

Forecasting Your Cash Flow

Topics: Cash Flow Management

10 Ways a Virtual CFO Can Help Your Business

Topics: Remote work

Succession Plan- It's Your Business

Topics: Cash Flow Management

9 Tips for Starting a New Business

Topics: Cash Flow Management

March 2019 Employee Spotlight: Ally Duras

Topics: Employee Spotlight

Estate Planning- Documents You Should Include

Topics: Estate Planning

Advertising Your Business with Limited Funds

Topics: Cash Flow Management

Boost Your IRA with Your Tax Refund

Topics: Cash Flow Management

How To Improve Cash Flow For Your Startup

Topics: Business Advisory

How to Handle Mobile Expenses Using QuickBooks

Topics: QuickBooks Consulting

Take Control of Your Time, Tasks, and Energy as a Remote Worker

Topics: Remote work

Do You Qualify for the Earned Income Tax Credit?

Topics: Individual Taxes

Don't Lose Out on These Valuable Tax Credits

Topics: Individual Taxes

Amended Tax Returns: What You Need to Know

Topics: Individual Taxes

College Tuition Deduction Alternatives

Topics: Individual Taxes

Welcome to our two newest employees

Topics: distributed company

Our Top 5 Blog Posts for January 2019

Topics: distributed company

Social Security Updates for 2019

Topics: Cash Flow Management

Getting Started with Accounts in QuickBooks: Part 2

Topics: QuickBooks Consulting

2019 Tax Changes to Alimony Payments

Topics: Individual Taxes

February 2019 Employee Spotlight: Jade Dervan

Topics: Employee Spotlight

Paying Your Tax Bill with a Credit Card

Topics: Individual Taxes

Planning Ahead for the Sale of Your Business

Topics: Cash Flow Management

Are Your W2’s Forms Correct?

Topics: Individual Taxes

6 Signs You Might Get a Tax Surprise

Topics: Individual Taxes

What's Your Financial Plan?

Topics: Cash Flow Management

Do You Qualify for the New Business Deduction?

Topics: Virtual CFO

5 Tax Saving Deductions In 2019

Topics: Individual Taxes

The Top 6 QuickBooks CRM Options for Your Business

Topics: QuickBooks Consulting

Natural Disaster Victims and the New Tax Code

Topics: Individual Taxes

Topics: Remote work

Tax Tips and Strategies

Topics: Individual Taxes

Our Top 5 Blog Posts for December 2018

Topics: distributed company

Part 1: Getting Started with Accounts in QuickBooks

Topics: QuickBooks Consulting

3 Reports Every Small Business Needs to Use

Topics: Guest Post

Topics: Remote work

2019 Mileage Rates Announced by IRS

Topics: Business Taxes

January 2019 Employee Spotlight: Deb Shimel

Topics: Employee Spotlight

Happy New Year!

Topics: Announcements, Virtual CFO

The Government Shutdown and Your Small Business

Topics: Business Advisory

Keeping the Cash Flowing

Topics: Cash Flow Management

Can Friendship Survive a Business Partnership?

Topics: Business Advisory

Tax Changes in 2019

Topics: Individual Taxes

Warm Wishes for a Very Merry Christmas

Topics: Announcements

How to Keep the Holidays Fraud Free

Topics: Announcements

Tax Deductible Charity Donations

Topics: Individual Taxes

6 Last Minute Tax Moves

Topics: Individual Taxes

How’s Your Marketing Strategy?

Topics: Business Advisory

Before Employment Reductions- Have a Plan

Topics: Business Advisory, Virtual CFO

2019 Social Security changes

Topics: Cash Flow Management

Tis the Season for Holiday Spending and Credit Cards

Topics: Cash Flow Management

Smart Year-End Donation Tips

Topics: Cash Flow Management

The Bottom Line on Management Styles

Topics: Remote work

Our Top 5 Blog Posts for November 2018

Topics: distributed company

Five Annual Tax Essentials

Topics: Individual Taxes

Cryptocurrency and The New Accountants

Topics: Remote work

December Spotlight: Cathy Eix

Topics: Employee Spotlight

Small Business Tips for Competing with Big Business

Topics: Business Advisory

For Effective Marketing - Know Your Customers

Topics: Business Advisory

November Tax Moves

Topics: Individual Taxes

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

Topics: Virtual CFO

Ready-Set-Shop!

Topics: Cash Flow Management

Happy Thanksgiving

Topics: Announcements

Working Remotely on a European Holiday

Topics: Remote work

Are You Ready for Small Business Saturday?

Topics: Business Advisory

Our Top 5 Blog Posts for October 2018

Topics: distributed company

Email Tax Scam Prevention Tips

Topics: Individual Taxes, Announcements

Maintaining a Strong Customer Relationship

Topics: Business Advisory

The How, When, and Why of Customer Statements

Topics: QuickBooks Consulting

A Salute to All Veterans

Topics: Announcements

Year-End Investment Moves

Topics: Cash Flow Management

IRS Advises Retirees to Check Their Withholdings

Topics: Individual Taxes

Tax Tips for the Self-Employed

Topics: Business Taxes

How Easy Is It To Unplug From Technology?

Topics: Remote work

November Employee Spotlight: Nicole Carlton

Topics: distributed company, Employee Spotlight

HAPPY HALLOWEEN!

Topics: Announcements

Add to Your IRA Using Your Tax Refund

Topics: Individual Taxes

Establishing a Comfortable Retirement

Topics: Cash Flow Management

5 Tips to Boost Your Credit Score

Topics: Cash Flow Management

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

Topics: Individual Taxes

Succession Planning for Your Business?

Topics: Succession Planning

Our Top 5 Blog Posts for September 2018

Topics: Virtual CFO

Blockchain Is Speeding Up Online Transactions

Topics: Business Advisory

Does Your Small Business Need a Virtual CFO?

Topics: Virtual CFO

Netiquette for Virtual Employees

Topics: distributed company, Remote work

Time to Check Your Tax Strategy

Topics: Individual Taxes

The Trade War Effect and Your Business

Topics: Business Advisory

QuickBooks and Your Small Business

Topics: QuickBooks Consulting

Tips for Charitable Donations

Topics: Cash Flow Management

Education Tax Changes

Topics: Individual Taxes

Remarkable Insider Advice: How to be a Working SAHM

Topics: distributed company, Remote work

Business Tips to Survive and Thrive 

Topics: Cash Flow Management

Reducing Your Business Inventory Risk

Topics: Cash Flow Management

Accuracy is Vital in Business Inventory Numbers

Topics: Business Advisory

October Employee Spotlight: Wendy Sather

Topics: Employee Spotlight

What’s in your Tech Toolbox?

Topics: distributed company

Are Your Business Visions on Track?

Topics: Business Advisory

Tips to Survive a Price War

Topics: Cash Flow Management

Make Part-Time Employees an Asset to Your Business

Topics: Business Advisory

Tips to Retain Your Employees

Topics: Cash Flow Management

Forecasting: The Key to Sleeping Better at Night

Topics: distributed company, Remote work

Good Debt vs. Bad Debt

Topics: Cash Flow Management

Will You Be Prepared if Disaster Strikes Your Business?

Topics: Business Advisory

Is it a Hobby or Your Business?

Topics: Virtual CFO

Got Clutter?

Topics: distributed company, Remote work

Should You Amend Your Tax Return?

Topics: Individual Taxes

Cash Flow Tips for Small Business

Topics: Cash Flow Management

Teaching Your Children about Money

Topics: Cash Flow Management

Charitable Work Can Reduce Your Tax Bill

Topics: Individual Taxes

The Family Business and Succession

Topics: Succession Planning

Small vs. Large Business- How to Compete

Topics: Business Advisory

Tax Deadlines and Tax Tips

Topics: Individual Taxes

Strengthening Unity, Culture & Communication on Remote Teams

Topics: distributed company, Remote work

Happy Labor Day!

Topics: Announcements

September Employee Spotlight: Angie Douglas

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

Your Business Accounting System

Topics: Cash Flow Management

College Students and Credit Cards

Topics: Cash Flow Management

Saving for Retirement When Self-Employed

Topics: 401k plan

Business Insurance Tips

Topics: Business Advisory

How You Can Become Debt Free

Topics: Cash Flow Management

Tax Tips to Manage Capital Gains

Topics: Individual Taxes

Student Loan Forgiveness or a Tax Trap

Topics: Individual Taxes

Improve Your Company's Financial Health Using QuickBooks

Topics: QuickBooks Consulting

Money Saving Tips for Small Business

Topics: Business Advisory

Useful Productivity and Security Tools

Topics: Announcements

Sales Tax Changes

Topics: Business Taxes

What’s Your Required Minimum Distribution Plan?

Topics: Cash Flow Management

Selling Your Small Business

Topics: Virtual CFO

Improving Your Financial Health

Topics: Cash Flow Management

Estate Planning Tips

Topics: Estate Planning

Five Retirement Planning Mistakes

Topics: Cash Flow Management

Managing Your Digital Footprints

Topics: Virtual CFO

August Employee Spotlight: Shawn Pooler

Topics: distributed company, Employee Spotlight, Remote work

Preventing Fraud within the Your Company

Topics: Business Advisory

Retirement Isn’t for Everyone

Topics: Cash Flow Management, Virtual CFO

What’s in a Good Business Partnership?

Topics: Business Advisory

Welcoming three new employees!

Topics: Remote work

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

Topics: Announcements, distributed company, Remote work

Summer Tax Tips

Topics: Individual Taxes

Retirement Tax Tips

Topics: Individual Taxes

The 80-20 Rule for Business Profitability

Topics: Business Advisory

QuickBooks Online - Run These Reports Regularly

Topics: QuickBooks Consulting

Getting Your Debt Under Control

Topics: Virtual CFO

Saving for Your Retirement

Topics: Cash Flow Management

Getting Your Customers to Pay Up

Topics: Cash Flow Management

Are Your Starting a New Job?

Topics: Individual Taxes

Hiring Your Family and Friends

Topics: Business Advisory

Is Your Company Susceptible to Payroll Fraud?

Topics: Outsourced Bookkeeping

Happy Birthday America!

Topics: Announcements

Funding Your Small Business

Topics: Bank Financing

July Employee Spotlight: Diane Church

Topics: Virtual CFO, distributed company, Employee Spotlight

Time to Review Your Tax Strategy

Topics: Individual Taxes

Reviewing Your Insurance Needs

Topics: Cash Flow Management

What’s in Your Employee Manual?

Topics: Business Advisory

Tips for Handling an Overflowing Inbox

Topics: Business Advisory

Before You Start a Home-based Business

Topics: Business Advisory, Remote work

Leadercast: An Opportunity to Lead and to Bond

Topics: Virtual CFO, distributed company, Remote work

Good Customer Service Equals Success

Topics: Business Advisory

Make Your Shareholder Loan Audit Proof

Topics: Business Advisory

Honoring Father's Day!

Topics: Announcements

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

Topics: Individual Taxes

Organization: Tools and Techniques to Keep Yourself Organized

Topics: distributed company, Remote work

New: Family Medical Leave Credit for Small Business

Topics: Business Advisory

3 Tax Tips for Small Business

Topics: Business Taxes

Home Upgrades That Pay Off

Topics: Cash Flow Management

How Divorce Affects Your Tax Filing Status

Topics: Individual Taxes

8 Things to Consider Before Boomeranging

Topics: Virtual CFO, Remote work

QuickBooks: How to Use Product and Service Records

Topics: QuickBooks Consulting

June Employee Spotlight: David Bernhardt

Topics: Virtual CFO, Employee Spotlight, Remote work

Finding Potential Employees

Topics: Business Advisory

How to Get the Most Out of Your Professionals

Topics: Business Taxes

Bootstrapping Your Start-Up

Topics: Cash Flow Management

In Honor of Memorial Day

Topics: Announcements

Tax Benefits of Owning a Home

Topics: Individual Taxes

Is Your Business Experiencing Growing Pains?

Topics: Cash Flow Management

New: Health Savings Account Limits

Topics: Virtual CFO

Tips and Tricks for the Work From Home Parent

Topics: Virtual CFO, distributed company

Basic Accounting 101

Topics: Outsourced Bookkeeping

Estate Planning for Your Digital Accounts

Topics: Estate Planning

Improve Your Business Cash Flow

Topics: Cash Flow Management

How to Avoid a Credit Card Catastrophe

Topics: Cash Flow Management

Time to Check Your Tax Withholding

Topics: Individual Taxes

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

Update Your Important Documents

Topics: Estate Planning

How an Appraisal Can Help Your Business

Topics: Virtual CFO

8 Practical Tips for the First-Time Remote Worker

Topics: Virtual CFO, distributed company, Remote work

Going Paperless

Topics: Business Advisory

Evaluating Your Retirement Plan

Topics: Wealth Management

QuickBooks Part 2: Tracking time

Topics: QuickBooks Consulting

May Employee Spotlight: Amanda Legere

Topics: Virtual CFO, distributed company, Employee Spotlight

Reduce Your Workload

Topics: Outsourced Bookkeeping

Pros and Cons for Hiring Contractors vs Employees

Topics: Virtual CFO, distributed company

Innocent Spouse vs. Injured Spouse

Topics: Individual Taxes

IRS Audit Rates Continue to Decline

Topics: Individual Taxes

Update: Tax Cuts and Jobs Act

Topics: Business Taxes

Handling the Health Care Coverage Gap

Topics: Virtual CFO

5 Myths About Working From Home

Topics: Virtual CFO, distributed company

How to Handle Back Taxes

Topics: Individual Taxes

We’re Taking a Break Today

Topics: Virtual CFO

TAX DAY IS HERE!

Topics: Individual Taxes

Five Tax Myths

Topics: Virtual CFO

Making Your Business a Success

Topics: Business Advisory

To Incorporate or Not to Incorporate

Topics: Virtual CFO

April 2018 Tax Filing Reminders

Topics: Individual Taxes

How to Track Time in QuickBooks- Part 1

Topics: Virtual CFO

FTC Mailing Refund Checks

Topics: Virtual CFO

Interest Rates Increase in the Second Quarter

Topics: Wealth Management

Preparing to Sell Your Business

Topics: Business Advisory

Communicating with Clients in a Virtual World

Topics: Virtual CFO, distributed company

Happy Easter!

Topics: Announcements

Before You Call the IRS

Topics: Individual Taxes

2017 Deductions for Charitable Donations

Topics: Virtual CFO

Put Your Tax Refund to Work

Topics: Individual Taxes

A Checklist for the Remote Worker

Topics: Virtual CFO, distributed company

Should You File an Extension?

Topics: Individual Taxes

Dealing with Angry Customers

Topics: Business Advisory

Customer Service and Your Business

Topics: Business Advisory

New Business Tax Checklist

Topics: Virtual CFO

Extended Tax Filing Time 

Topics: Individual Taxes

Is it Time to Take a Required Minimum Distribution?

Topics: Wealth Management

Boost Your Retirement Account with Your Tax Refund

Topics: Cash Flow Management

BEWARE! Another New Tax Scam

Topics: Individual Taxes

When is Income NOT Taxable?

Topics: Individual Taxes

Partnership Needs More Than a Handshake

Topics: Business Advisory

6 Best Practices for Effective Proposals and SOWs

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

Tax Filing Tips for Your 2017 Return

Topics: Individual Taxes

The Joys and Challenges of Relocation When You Work Distributed

Topics: Virtual CFO, distributed company

March Employee Spotlight: Allyson Grimm

Topics: Virtual CFO, distributed company

Do You Have an Emergency Fund?

Topics: Cash Flow Management

Use Setting to Customize QuickBooks Online

Topics: QuickBooks Consulting

March 2018 Tax Deadlines

Topics: Business Taxes

Hiring Family Members

Topics: Business Advisory

What You Should Know about Taxes and Virtual Currencies

Topics: Virtual CFO

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

Topics: Virtual CFO, distributed company

Small Business-What You Should Know

Topics: Virtual CFO

Small Businesses in 2018

Topics: Business Advisory

Topics: Virtual CFO

Sunk Costs- Know When to Walk Away

Topics: Virtual CFO

How will the New Tax Cuts Affect You?

Topics: Individual Taxes

Payroll Fraud- Is Your Company Vulnerable?

Topics: Virtual CFO

Tax Facts and Tips

Topics: Individual Taxes

What Tax Records Should You Keep?

Topics: Individual Taxes

IRS Announces 2018 Changes for the Kiddie Tax

Topics: Individual Taxes

Tax Fraud Prevention

Topics: Individual Taxes

Tips for Starting a Successful Business

Topics: Cash Flow Management

Customer Records Using QuickBooks Online

Topics: QuickBooks Consulting

New Tax Rules for Capital Expenditures

Topics: Business Taxes

Is Blockchain the Future of Accounting? [Infographic]

Topics: distributed company

The Nanny Tax is Not Just for Nannies

Topics: Business Taxes

How Can a Virtual CFO Help Your Business?

Topics: Virtual CFO

The Marketing Tool Every Business Needs

Topics: Virtual CFO

2018 Tax Reform Details

Topics: Individual Taxes

Reminder: Business Tax Deadlines

Topics: Business Taxes

Topics: distributed company

Make Your Business Spending Pay Off

Topics: Business Advisory

When Should You Draw Your Social Security?

Topics: Cash Flow Management

Tax Cuts and Jobs Act Update

Topics: Business Taxes, Individual Taxes

How to Avoid a Tax Audit

Topics: Individual Taxes

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

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

How’s Your Financial Forecast?

Topics: Cash Flow Management

Download Transactions Using QuickBooks Online

Topics: QuickBooks Consulting

Happy New Year 2018!

Topics: Announcements

Company Buyout Pros and Cons

Topics: Virtual CFO

Think Before You Click

Topics: Virtual CFO

Your Donations May Cut Your Tax Bill

Topics: Individual Taxes

Important Retirement Planning Steps

Topics: Wealth Management

Should Your Business Incorporate?

Topics: Virtual CFO

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

Topics: distributed company

Five Important Year-End Tax Tips

Topics: Business Advisory

Are You Saving Enough for Your Future?

Topics: Virtual CFO

The Employee Handbook

Topics: Business Advisory

Summit CPA Group: First Annual Company Retreat

Topics: distributed company

How to Wow Your Clients

Topics: Business Advisory

Have You Recently Changed Your Name?

Topics: Cash Flow Management

QSEHRA 101

Topics: Business Taxes, Healthcare

Sales Tax Set-Up in QuickBooks Online

Topics: QuickBooks Consulting

2018 IRS Identity Theft Protections Announced

Topics: Business Taxes

Check Your Social Security Benefit Status

Topics: Wealth Management

Complaints or Opportunities?

Topics: Business Advisory

Year-End Business Tax Tips

Topics: Business Taxes

Avoiding the Credit Card Trap

Topics: Cash Flow Management

Managing Your Business Tax Deadlines

Topics: Business Taxes

Happy Thanksgiving from Summit CPA Group!

Topics: Announcements

Charitable Gifts are Deductible

Topics: Individual Taxes

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

What You Need to Know When Giving a Gift

Topics: Wealth Management

A Good Office Setup = Good Work

Topics: distributed company

“Tips for Tips”

Topics: Individual Taxes

Thank You for Your Service

Topics: Announcements

Can You Spot Phony Money?

Topics: Cash Flow Management

Elements of the Newly “Proposed” Tax Reform

Topics: Business Taxes

Using Vendor Records in QuickBooks

Topics: QuickBooks Consulting

Annual Employee Reviews

Topics: Cash Flow Management

Reviewing Your Tax Plan

Topics: Individual Taxes

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

Section 179 Tax Planning

Topics: Business Taxes

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

Business Meal Deductions

Topics: Business Taxes

Alternative Cost Control Strategies

Topics: Business Advisory

Too Much Company Stock Can Be Risky

Topics: Cash Flow Management

QuickBooks Online Mobile App

Topics: QuickBooks Consulting

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

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

Outsourcing Payroll Obligations

Topics: Outsourced Bookkeeping

The Burden of Student Loan Debt

Topics: Cash Flow Management

Are You Making the Right Pricing Decisions?

Topics: Business Advisory

How to Record a Vendor Credit in QuickBooks

Topics: QuickBooks Consulting

Time to Review Your Beneficiaries

Topics: Cash Flow Management

Common Homeowner Insurance Mistakes

Topics: Cash Flow Management

Are You Prepared for a Disaster?

Topics: Announcements

Celebrating the American Workforce

Topics: Announcements

What is Your Check and Balance Plan?

Topics: Business Advisory

Your Budget vs. Actual Report

Topics: Cash Flow Management

Can You Spot a Bogus Email?

Topics: Business Advisory

Common Tax Mistakes

Topics: Individual Taxes

Are You an Employee or Independent Contractor?

Topics: Cash Flow Management

Basic Accounting Tips for Business Owners

Topics: Cash Flow Management

Congress Ends College Tuition Deduction

Topics: Individual Taxes

7 Best Practices for QuickBooks Online

Topics: QuickBooks Consulting

Reverse Mortgage Q & A

Topics: Cash Flow Management

529 College Savings Plan Withdrawal Rules

Topics: Individual Taxes

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

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

The Facts about Health Savings Accounts

Topics: Cash Flow Management

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

Topics: Individual Taxes

Changing Jobs with an Existing 401K

Topics: Cash Flow Management

Tips to Build Your Emergency Fund

Topics: Cash Flow Management

Receiving Payments in QBO

Topics: QuickBooks Consulting

Tax Planning for Your Business

Topics: Business Taxes

Teaching Your Child Financial Responsibility

Topics: Cash Flow Management

Are You Looking for Tax-Free Income?

Topics: Individual Taxes

Retirement Savings Tips

Topics: Cash Flow Management

Alternate Small Business Financing

Topics: Business Advisory

Before You Buy a New Business

Topics: Cash Flow Management

Happy 241st Birthday America!

Topics: Announcements

Home Office Deduction Errors

Topics: Business Taxes

Credit Life Insurance

Topics: Cash Flow Management

The Benefits of Hiring Your Child for the Summer

Topics: Business Taxes

Are Unemployment Benefits Taxable?

Topics: Individual Taxes

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

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

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

What are Your Chances of Being Audited?

Topics: Individual Taxes

Getting to Know QuickBooks Online Reports

Topics: QuickBooks Consulting

The Secret Sauce for Running a Distributed Model Company

Topics: distributed company

Retiring in Comfort

Topics: Cash Flow Management

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

Summit CPA Group Wins Innovation Award

Topics: Announcements

Are You Being Audited?

Topics: Individual Taxes

Coverdell Education Savings Accounts

Topics: Cash Flow Management

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

Building Your Business Credit

Topics: Virtual CFO

The Tax Filing Responsibilities of Estate Executors

Topics: Individual Taxes

Your Tax Refund May Be Offset By Your Debts

Topics: Individual Taxes

Tax Breaks for Job Hunters

Topics: Individual Taxes

Finding the “Best” Employees

Topics: Business Advisory

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

Topics: Individual Taxes

Why You Should File a Tax Return

Topics: Individual Taxes

Were You Selected for a Correspondence Audit?

Topics: Individual Taxes

Need to Set Up Users in QuickBooks Online?

Topics: QuickBooks Consulting

IRS to Begin Using Collection Agencies

Topics: Individual Taxes

It’s Tax Time- Are You Prepared?

Topics: Individual Taxes

Will You Need an Automatic Tax Filing Extension?

Topics: Individual Taxes

Expensive IRA Mistakes

Topics: Cash Flow Management

No Change for 2017 Second Quarter Interest Rates

Topics: Announcements

Home Improvements and Your Taxes

Topics: Individual Taxes

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

Your First Hour with QuickBooks Online

Topics: QuickBooks Consulting

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

2017 Inflation Adjusted Tax Numbers

Topics: Cash Flow Management

Self-Employed Tax Tips

Topics: Business Taxes

Teaching Your Kids about Charge Cards

Topics: Cash Flow Management

Tax Law Requires Health Insurance

Topics: Individual Taxes

Forecasting with Metrics for Digital Agencies @ DrupalCon Baltimore

Topics: Virtual CFO

Earlier Due Date for Partnership Returns

Topics: Business Taxes

Foreign Investments Reporting

Topics: Business Taxes

Using Custom Fields and Classes in QuickBooks Online

Topics: QuickBooks Consulting

Qualified Home Office Deductions

Topics: Business Taxes

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

Topics: Cash Flow Management

Have You Been Hacked?

Topics: Cash Flow Management, Virtual CFO

Employer Identification Number

Topics: Business Advisory

How Grandparents Can Assist with Education

Topics: Individual Taxes

Talk Finances with Elderly Parents

Topics: Estate Planning

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

Section 179 Depreciation

Topics: Business Taxes

Assist Employees with Medical Expenses Using HRAs

Topics: Business Taxes

Certain Tax Credits Require More Information

Topics: Individual Taxes

Financial Resolutions for Couples

Topics: Cash Flow Management

Required IRA Distributions

Topics: Cash Flow Management

Use Recurring Transactions in QuickBooks Online

Topics: QuickBooks Consulting

The Alternative Minimum Tax

Topics: Individual Taxes

Inflation-Adjusted 2017 Tax Numbers

Topics: Individual Taxes

Tax Bracket vs. Tax Rate

Topics: Individual Taxes

How to Make the Most of Your Tax Refund

Topics: Individual Taxes

Bartering Can Be an Effective Business Strategy

Topics: Cash Flow Management

New Business Start-up Tips

Topics: Business Advisory

New and Extended Tax Form Due Dates

Topics: Business Taxes

Owning Business Franchise

Topics: Cash Flow Management

Retaining Good Employees

Topics: Business Advisory

Managing Your Debt

Topics: Cash Flow Management

Strategizing for a Successful Business

Topics: Business Advisory

Happy New Year 2017!

Topics: Announcements

How Well Do You Know Your Customers?

Topics: Cash Flow Management

MERRY CHRISTMAS ONE & ALL

Topics: Announcements

Is the IRS on Your Gift List?

Topics: Individual Taxes

5 QBO Add-On Apps You May Need in 2017

Topics: QuickBooks Consulting

S Corporation Year End Check

Topics: Business Taxes

No Changes for the "Nanny Tax"

Topics: Individual Taxes

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

Will Your Social Security Benefits are Taxed?

Topics: Individual Taxes

New Business Hiring Mistakes

Topics: Business Advisory

Beware! There’s a New Scam in Town

Topics: Announcements

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

Celebrate Small Business Saturday on November 26th

Topics: Business Advisory

Starting a New Business

Topics: Virtual CFO

Paying Bills in QuickBooks Online

Topics: QuickBooks Consulting

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

Topics: Business Taxes, Individual Taxes

A Salute to Our Veterans

Topics: Virtual CFO

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

Social Security Withholding Base Increase in 2017

Topics: Business Taxes, Individual Taxes

Give a Gift That Keeps On Giving.

Topics: Virtual CFO

Year-End Charitable Gifts Tax Benefits

Topics: Business Taxes, Individual Taxes

Saving for Your Retirement

Topics: Cash Flow Management

Customizing QuickBooks Online Forms

Topics: QuickBooks Consulting

Tax Benefits of Year-End Charitable Gifts

Topics: Business Taxes, Individual Taxes

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

The Benefits of a Professional Team

Topics: Cash Flow Management

Getting to Know Your Customers

Topics: Cash Flow Management

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

The Value of Time in Financial Decisions

Topics: Cash Flow Management

Sixty-day Rollover Errors

Topics: Cash Flow Management

Educational "Tax Primer" Breaks

Topics: Cash Flow Management

Year-End Business Tax Savings

Topics: Business Taxes

Louisiana Storm Victims Tax Relief

Topics: Business Taxes, Individual Taxes

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

Topics: QuickBooks Consulting

Make a Business Plan that Works

Topics: Cash Flow Management

Help the IRS Fight Electronic Fraud

Topics: Business Taxes, Individual Taxes

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

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

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

Small Business Financing

Topics: Business Advisory

How You can Retire in Comfort

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

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

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

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

Topics: Cash Flow Management

How is Your Credit Score?

Topics: Cash Flow Management

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

Business and Personal Tax Tips

Topics: Business Taxes, Individual Taxes

Analyzing Your Small Business

Topics: Cash Flow Management, Business Advisory

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

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

Rental Income and Your Taxes

Topics: Business Taxes, Individual Taxes

In Honor of Mother’s Day

Topics: Announcements

Spring Cleaning? Include Your Tax Paperwork

Topics: Cash Flow Management, Individual Taxes

Customer Service- How Do You Rate?

Topics: Cash Flow Management, Business Advisory

Business Credit Policies

Topics: Cash Flow Management

Adjust Your Withholding -Update Your W-4

Topics: Individual Taxes

Summit CPA is Taking a Break Today

Topics: Announcements

Beware of Audit Red Flags

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

Tax Tips for Your Small Business

Topics: Business Taxes

Setting Up Settings in QuickBooks Online

Topics: QuickBooks Consulting, Business Advisory

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

Tax Return Extension for Estate Executors

Topics: Estate Planning, Virtual CFO

Updating Tangible Property Expensing

Topics: Business 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

Healthcare Tax Penalties

Topics: Cash Flow Management, Individual Taxes

What are Qualified Dependents and Exemptions?

Topics: Cash Flow Management, Individual 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

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

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

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