Creating Projects in QuickBooks

You can create projects and track their profitability using QuickBooks Plus or Advanced.

You know that to establish whether your business is making or losing money you can run a Profit and Loss..

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Summit CPA Group Earns Designation as a Great Place to Work-Certified™ Company

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How Can Payroll Services Boost a Business?

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November 2019 Summit CPA Employee Spotlight: Alyssa Colf

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4 Retirement Planning Mistakes

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Chart of Accounts in QuickBooks- 5 Things You Should Know

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Are You Storing Obsolete Inventory?

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5 Business Strategies for Long-Term Success

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Improve Your Hiring Potential Using Internships

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October 2019 Summit CPA Employee Spotlight: Erin Jacobs

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Finding the Right Healthcare Insurance for Your Business

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September Employee Spotlight: Michelle Lesifko

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Summit CPA Makes Inc. 5000 List Again

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July Employee Spotlight: Kim Moore

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Data and Security at a Distributed Company

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Avoid These 7 Mistakes When Selling Your Business

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June Employee Spotlight: Kristen Reinking

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It’s Time to Update Your Tax Plan

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Building and Maintaining a Healthy Bookkeeping System

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Keep Track of Your Independent Contractors Using QuickBooks

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Honoring Mother’s Day

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Boosting SEO for Your Business

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May Employee Spotlight: Jamie Nau

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Protect Your Business Assets and Bank Accounts

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Wishing You a Happy Easter!

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Fortify Your Business with These 4 Key Metrics

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The Tax Deadline is Here!

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10 QuickBooks Online Resources for Small Business Owners

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April 2019 Tax Deadlines – Are You Ready?

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Taking a Required Minimum Distribution

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April 2019 Employee Spotlight: Jake Grimm

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5 Tax Myths You Need to Know

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Make Your Business Meetings Count

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Do You Know What Tax Records Should You Keep?

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7 Tax Items Commonly Overlooked

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Our Top 5 Blog Posts for February 2019

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Crypto Wallets for Accountants 101

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7 Tips to Improve Your Business Profits

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Forecasting Your Cash Flow

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10 Ways a Virtual CFO Can Help Your Business

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Succession Plan- It's Your Business

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March 2019 Employee Spotlight: Ally Duras

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Estate Planning- Documents You Should Include

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Advertising Your Business with Limited Funds

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Boost Your IRA with Your Tax Refund

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How To Improve Cash Flow For Your Startup

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How to Handle Mobile Expenses Using QuickBooks

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Do You Qualify for the Earned Income Tax Credit?

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Don't Lose Out on These Valuable Tax Credits

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Amended Tax Returns: What You Need to Know

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College Tuition Deduction Alternatives

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Welcome to our two newest employees

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Our Top 5 Blog Posts for January 2019

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Social Security Updates for 2019

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Getting Started with Accounts in QuickBooks: Part 2

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2019 Tax Changes to Alimony Payments

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February 2019 Employee Spotlight: Jade Dervan

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Paying Your Tax Bill with a Credit Card

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Planning Ahead for the Sale of Your Business

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Are Your W2’s Forms Correct?

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6 Signs You Might Get a Tax Surprise

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What's Your Financial Plan?

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Do You Qualify for the New Business Deduction?

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5 Tax Saving Deductions In 2019

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Natural Disaster Victims and the New Tax Code

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Distributed vs Traditional: Two Distinct Business Models

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Tax Tips and Strategies

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Our Top 5 Blog Posts for December 2018

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Part 1: Getting Started with Accounts in QuickBooks

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3 Reports Every Small Business Needs to Use

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Shedquarters: Getting Creative with your Home Office

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2019 Mileage Rates Announced by IRS

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January 2019 Employee Spotlight: Deb Shimel

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Happy New Year!

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The Government Shutdown and Your Small Business

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Keeping the Cash Flowing

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Can Friendship Survive a Business Partnership?

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Tax Changes in 2019

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Warm Wishes for a Very Merry Christmas

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Merry Christmas!

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How to Keep the Holidays Fraud Free

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Tax Deductible Charity Donations

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6 Last Minute Tax Moves

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How’s Your Marketing Strategy?

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Before Employment Reductions- Have a Plan

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2019 Social Security changes

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Tis the Season for Holiday Spending and Credit Cards

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Smart Year-End Donation Tips

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The Bottom Line on Management Styles

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Our Top 5 Blog Posts for November 2018

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Five Annual Tax Essentials

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Cryptocurrency and The New Accountants

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December Spotlight: Cathy Eix

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Small Business Tips for Competing with Big Business

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For Effective Marketing - Know Your Customers

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November Tax Moves

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

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Ready-Set-Shop!

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Happy Thanksgiving

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Working Remotely on a European Holiday

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Are You Ready for Small Business Saturday?

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Our Top 5 Blog Posts for October 2018

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Email Tax Scam Prevention Tips

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Maintaining a Strong Customer Relationship

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The How, When, and Why of Customer Statements

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A Salute to All Veterans

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Year-End Investment Moves

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IRS Advises Retirees to Check Their Withholdings

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Tax Tips for the Self-Employed

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How Easy Is It To Unplug From Technology?

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November Employee Spotlight: Nicole Carlton

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HAPPY HALLOWEEN!

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Add to Your IRA Using Your Tax Refund

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Establishing a Comfortable Retirement

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5 Tips to Boost Your Credit Score

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

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Succession Planning for Your Business?

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Top 5 Virtual CFO Blog Posts

Our Top 5 Blog Posts for September 2018

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Blockchain Is Speeding Up Online Transactions

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Does Your Small Business Need a Virtual CFO?

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Netiquette for Virtual Employees

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Time to Check Your Tax Strategy

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The Trade War Effect and Your Business

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QuickBooks and Your Small Business

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Tips for Charitable Donations

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Education Tax Changes

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Remarkable Insider Advice: How to be a Working SAHM

Topics: distributed company, Remote work

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Business Tips to Survive and Thrive

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Reducing Your Business Inventory Risk

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Slowing Your Employee Turnover Rates

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Accuracy is Vital in Business Inventory Numbers

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October Employee Spotlight: Wendy Sather

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What’s in your Tech Toolbox?

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Are Your Business Visions on Track?

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Tips to Survive a Price War

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Make Part-Time Employees an Asset to Your Business

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Tips to Retain Your Employees

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Forecasting: The Key to Sleeping Better at Night

Topics: distributed company, Remote work

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Good Debt vs. Bad Debt

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Will You Be Prepared if Disaster Strikes Your Business?

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Is it a Hobby or Your Business?

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Are Your Prices Right?

Got Clutter?

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Should You Amend Your Tax Return?

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Cash Flow Tips for Small Business

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Teaching Your Children about Money

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Charitable Work Can Reduce Your Tax Bill

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The Family Business and Succession

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Small vs. Large Business- How to Compete

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Tax Deadlines and Tax Tips

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Strengthening Unity, Culture & Communication on Remote Teams

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Happy Labor Day!

Topics: Announcements

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September Employee Spotlight: Angie Douglas

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

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Your Business Accounting System

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College Students and Credit Cards

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Saving for Retirement When Self-Employed

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Business Insurance Tips

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How You Can Become Debt Free

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Tax Tips to Manage Capital Gains

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Student Loan Forgiveness or a Tax Trap

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Improve Your Company's Financial Health Using QuickBooks

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Money Saving Tips for Small Business

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Useful Productivity and Security Tools

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Sales Tax Changes

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What’s Your Required Minimum Distribution Plan?

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Selling Your Small Business

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Improving Your Financial Health

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Estate Planning Tips

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Five Retirement Planning Mistakes

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Managing Your Digital Footprints

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August Employee Spotlight: Shawn Pooler

Topics: distributed company, Employee Spotlight, Remote work

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Preventing Fraud within the Your Company

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Retirement Isn’t for Everyone

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What’s in a Good Business Partnership?

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Welcoming three new employees!

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

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Summer Tax Tips

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Retirement Tax Tips

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The 80-20 Rule for Business Profitability

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QuickBooks Online - Run These Reports Regularly

Topics: QuickBooks Consulting

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Getting Your Debt Under Control

Topics: Virtual CFO

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Saving for Your Retirement

Topics: Cash Flow Management

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Getting Your Customers to Pay Up

Topics: Cash Flow Management

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Are Your Starting a New Job?

Topics: Individual Taxes

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Hiring Your Family and Friends

Topics: Business Advisory

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Is Your Company Susceptible to Payroll Fraud?

Topics: Outsourced Bookkeeping

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Happy Birthday America!

Topics: Announcements

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Funding Your Small Business

Topics: Bank Financing

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July Employee Spotlight: Diane Church

Topics: Virtual CFO, distributed company, Employee Spotlight

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Time to Review Your Tax Strategy

Topics: Individual Taxes

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Reviewing Your Insurance Needs

Topics: Cash Flow Management

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What’s in Your Employee Manual?

Topics: Business Advisory

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Tips for Handling an Overflowing Inbox

Topics: Business Advisory

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Before You Start a Home-based Business

Topics: Business Advisory, Remote work

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Leadercast: An Opportunity to Lead and to Bond

Topics: Virtual CFO, distributed company, Remote work

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Good Customer Service Equals Success

Topics: Business Advisory

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Make Your Shareholder Loan Audit Proof

Topics: Business Advisory

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Honoring Father's Day!

Topics: Announcements

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

Topics: Individual Taxes

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Organization: Tools and Techniques to Keep Yourself Organized

Topics: distributed company, Remote work

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New: Family Medical Leave Credit for Small Business

Topics: Business Advisory

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3 Tax Tips for Small Business

Topics: Business Taxes

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Home Upgrades That Pay Off

Topics: Cash Flow Management

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How Divorce Affects Your Tax Filing Status

Topics: Individual Taxes

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8 Things to Consider Before Boomeranging

Topics: Virtual CFO, Remote work

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QuickBooks: How to Use Product and Service Records

Topics: QuickBooks Consulting

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June Employee Spotlight: David Bernhardt

Topics: Virtual CFO, Employee Spotlight, Remote work

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Finding Potential Employees

Topics: Business Advisory

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How to Get the Most Out of Your Professionals

Topics: Business Taxes

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Bootstrapping Your Start-Up

Topics: Cash Flow Management

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In Honor of Memorial Day

Topics: Announcements

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Tax Benefits of Owning a Home

Topics: Individual Taxes

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Is Your Business Experiencing Growing Pains?

Topics: Cash Flow Management

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New: Health Savings Account Limits

Topics: Virtual CFO

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Tips and Tricks for the Work From Home Parent

Topics: Virtual CFO, distributed company

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Basic Accounting 101

Topics: Outsourced Bookkeeping

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Estate Planning for Your Digital Accounts

Topics: Estate Planning

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Improve Your Business Cash Flow

Topics: Cash Flow Management

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How to Avoid a Credit Card Catastrophe

Topics: Cash Flow Management

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Time to Check Your Tax Withholding

Topics: Individual Taxes

Welcome to our newest employees!

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

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Update Your Important Documents

Topics: Estate Planning

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How an Appraisal Can Help Your Business

Topics: Virtual CFO

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8 Practical Tips for the First-Time Remote Worker

Topics: Virtual CFO, distributed company, Remote work

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Going Paperless

Topics: Business Advisory

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Evaluating Your Retirement Plan

Topics: Wealth Management

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QuickBooks Part 2: Tracking time

Topics: QuickBooks Consulting

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May Employee Spotlight: Amanda Legere

Topics: Virtual CFO, distributed company, Employee Spotlight

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Reduce Your Workload

Topics: Outsourced Bookkeeping

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Pros and Cons for Hiring Contractors vs Employees

Topics: Virtual CFO, distributed company

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Innocent Spouse vs. Injured Spouse

Topics: Individual Taxes

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IRS Audit Rates Continue to Decline

Topics: Individual Taxes

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Update: Tax Cuts and Jobs Act

Topics: Business Taxes

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Handling the Health Care Coverage Gap

Topics: Virtual CFO

5 Myths About Working From Home

Topics: Virtual CFO, distributed company

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How to Handle Back Taxes

Topics: Individual Taxes

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We’re Taking a Break Today

Topics: Virtual CFO

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TAX DAY IS HERE!

Topics: Individual Taxes

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Five Tax Myths

Topics: Virtual CFO

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Making Your Business a Success

Topics: Business Advisory

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To Incorporate or Not to Incorporate

Topics: Virtual CFO

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April 2018 Tax Filing Reminders

Topics: Individual Taxes

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How to Track Time in QuickBooks- Part 1

Topics: Virtual CFO

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FTC Mailing Refund Checks

Topics: Virtual CFO

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Interest Rates Increase in the Second Quarter

Topics: Wealth Management

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Preparing to Sell Your Business

Topics: Business Advisory

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Communicating with Clients in a Virtual World

Topics: Virtual CFO, distributed company

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Happy Easter!

Topics: Announcements

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Before You Call the IRS

Topics: Individual Taxes

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2017 Deductions for Charitable Donations

Topics: Virtual CFO

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Put Your Tax Refund to Work

Topics: Individual Taxes

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A Checklist for the Remote Worker

Topics: Virtual CFO, distributed company

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Should You File an Extension?

Topics: Individual Taxes

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Dealing with Angry Customers

Topics: Business Advisory

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Customer Service and Your Business

Topics: Business Advisory

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New Business Tax Checklist

Topics: Virtual CFO

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Extended Tax Filing Time

Topics: Individual Taxes

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Is it Time to Take a Required Minimum Distribution?

Topics: Wealth Management

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Boost Your Retirement Account with Your Tax Refund

Topics: Cash Flow Management

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BEWARE! Another New Tax Scam

Topics: Individual Taxes

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

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When is Income NOT Taxable?

Topics: Individual Taxes

Partnership Needs More Than a Handshake

Topics: Business Advisory

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6 Best Practices for Effective Proposals and SOWs

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

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Tax Filing Tips for Your 2017 Return

Topics: Individual Taxes

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The Joys and Challenges of Relocation When You Work Distributed

Topics: Virtual CFO, distributed company

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March Employee Spotlight: Allyson Grimm

Topics: Virtual CFO, distributed company

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Do You Have an Emergency Fund?

Topics: Cash Flow Management

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Use Setting to Customize QuickBooks Online

Topics: QuickBooks Consulting

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March 2018 Tax Deadlines

Topics: Business Taxes

Hiring a relative

Hiring Family Members

Topics: Business Advisory

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What You Should Know about Taxes and Virtual Currencies

Topics: Virtual CFO

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

Topics: Virtual CFO, distributed company

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Small Business-What You Should Know

Topics: Virtual CFO

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Small Businesses in 2018

Topics: Business Advisory

Secure Your Investments-Diversify

Topics: Virtual CFO

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Sunk Costs- Know When to Walk Away

Topics: Virtual CFO

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How will the New Tax Cuts Affect You?

Topics: Individual Taxes

Fraud protection

Payroll Fraud- Is Your Company Vulnerable?

Topics: Virtual CFO

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Tax Facts and Tips

Topics: Individual Taxes

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What Tax Records Should You Keep?

Topics: Individual Taxes

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IRS Announces 2018 Changes for the Kiddie Tax

Topics: Individual Taxes

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Tax Fraud Prevention

Topics: Individual Taxes

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February 2018 Summit CPA Employee Spotlight: Tom Wadelton

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Tips for Starting a Successful Business

Topics: Cash Flow Management

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Customer Records Using QuickBooks Online

Topics: QuickBooks Consulting

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New Tax Rules for Capital Expenditures

Topics: Business Taxes

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Is Blockchain the Future of Accounting? [Infographic]

Topics: distributed company

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The Nanny Tax is Not Just for Nannies

Topics: Business Taxes

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How Can a Virtual CFO Help Your Business?

Topics: Virtual CFO

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The Marketing Tool Every Business Needs

Topics: Virtual CFO

2018 Tax Reform Details

Topics: Individual Taxes

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11 Reasons Why You Should Join the Summit CPA Group Team

Reminder: Business Tax Deadlines

Topics: Business Taxes

How to Work From Home with Kids

Topics: distributed company

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Make Your Business Spending Pay Off

Topics: Business Advisory

When Should You Draw Your Social Security?

Topics: Cash Flow Management

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Tax Cuts and Jobs Act Update

Topics: Business Taxes, Individual Taxes

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How to Avoid a Tax Audit

Topics: Individual Taxes

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Tips to Improve Your Credit Score

Topics: Virtual CFO

It's Time to Audit Your Insurance Needs

Topics: Business Advisory

No Change in 1st Quarter Interest Rates

Topics: Business Advisory

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How’s Your Business Status Working?

Topics: Business Advisory

January 2018 Tax Deadlines

Topics: Business Taxes

Are You Ready to Start a New Business?

Topics: Business Advisory

How’s Your Financial Forecast?

Topics: Cash Flow Management

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Download Transactions Using QuickBooks Online

Topics: QuickBooks Consulting

The Pros and Cons of a Company Buyout

Topics: Virtual CFO

Think Before You Click

Topics: Virtual CFO

Your Donations May Cut Your Tax Bill

Topics: Individual Taxes

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Is a distributed-model company right for you?

Topics: distributed company

Five Important Year-End Tax Tips

Topics: Business Advisory

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The Employee Handbook

Topics: Business Advisory

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Summit CPA Group: First Annual Company Retreat

Topics: distributed company

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How to Wow Your Clients

Topics: Business Advisory

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Have You Recently Changed Your Name?

Topics: Cash Flow Management

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QSEHRA 101

Topics: Business Taxes, Healthcare

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Sales Tax Set-Up in QuickBooks Online

Topics: QuickBooks Consulting

2018 IRS Identity Theft Protections Announced

Topics: Business Taxes

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Check Your Social Security Benefit Status

Topics: Wealth Management

Complaints or Opportunities?

Topics: Business Advisory

Year-End Business Tax Tips

Topics: Business Taxes

Avoiding the Credit Card Trap

Topics: Cash Flow Management

The Freelancer Dream and Finances

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Happy Thanksgiving from Summit CPA Group!

Topics: Announcements

Charitable Gifts are Deductible

Topics: Individual Taxes

Managing Your 401k When a Business Closes

Topics: Cash Flow Management

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What You Need to Know When Giving a Gift

Topics: Wealth Management

A Good Office Setup = Good Work

Topics: distributed company

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“Tips for Tips”

Topics: Individual Taxes

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Thank You for Your Service

Topics: Announcements

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Can You Spot Phony Money?

Topics: Cash Flow Management

Elements of the Newly “Proposed” Tax Reform

Topics: Business Taxes

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Using Vendor Records in QuickBooks

Topics: QuickBooks Consulting

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Annual Employee Reviews

Topics: Cash Flow Management

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Reviewing Your Tax Plan

Topics: Individual Taxes

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Happy Hallows Eve!

Topics: Announcements

Financial Gift Giving

Topics: Cash Flow Management

Time to Renew Your ITIN

Topics: Virtual CFO

Are Your Charitable Donations Deductible?

Topics: Individual Taxes

Equifax Security Breach

Topics: Virtual CFO

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Section 179 Tax Planning

Topics: Business Taxes

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

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Too Much Company Stock Can Be Risky

Topics: Cash Flow Management

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QuickBooks Online Mobile App

Topics: QuickBooks Consulting

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Business Succession Planning

Topics: Business Advisory

Are You Making Bad Business Decisions?

Topics: Wealth Management

Writing a Loan Proposal

Topics: Cash Flow Management

FAFSA Applications Available on October 1, 2017

Topics: Cash Flow Management

529 Savings Withdrawals

Topics: Cash Flow Management

Social Media and Your Business

Topics: Business Advisory

Is it Time to Expand Your Business?

Topics: Cash Flow Management

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Defending Your Fair Market Value

Topics: Cash Flow Management

Predicting Your Cash Flow with Financial Forecasting

Topics: Cash Flow Management

Who's on Your Financial Team?

Topics: Business Advisory

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Outsourcing Payroll Obligations

Topics: Outsourced Bookkeeping

The Burden of Student Loan Debt

Topics: Cash Flow Management

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Are You Making the Right Pricing Decisions?

Topics: Business Advisory

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How to Record a Vendor Credit in QuickBooks

Topics: QuickBooks Consulting

Time to Review Your Beneficiaries

Topics: Cash Flow Management

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Common Homeowner Insurance Mistakes

Topics: Cash Flow Management

Are You Prepared for a Disaster?

Topics: Announcements

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Celebrating the American Workforce

Topics: Announcements

What is Your Check and Balance Plan?

Topics: Business Advisory

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Your Budget vs. Actual Report

Topics: Cash Flow Management

Can You Spot a Bogus Email?

Topics: Business Advisory

Common Tax Mistakes

Topics: Individual Taxes

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Are You an Employee or Independent Contractor?

Topics: Cash Flow Management

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Basic Accounting Tips for Business Owners

Topics: Cash Flow Management

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

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529 College Savings Plan Withdrawal Rules

Topics: Individual Taxes

IPO Investment Facts

Topics: Business Advisory

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

Topics: Virtual CFO

Making the Right Pricing Decisions

Topics: Cash Flow Management

Small Business Cash Flow Tips

Topics: Cash Flow Management

Are Casualty Gains Taxable?

Topics: Individual Taxes

Buy/Sell Agreements are Vital to a Business

Topics: Business Advisory

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The Facts about Health Savings Accounts

Topics: Cash Flow Management

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

Topics: Individual Taxes

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Tips to Build Your Emergency Fund

Topics: Cash Flow Management

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Receiving Payments in QBO

Topics: QuickBooks Consulting

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Tax Planning for Your Business

Topics: Business Taxes

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Teaching Your Child Financial Responsibility

Topics: Cash Flow Management

Are You Looking for Tax-Free Income?

Topics: Individual Taxes

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Alternate Small Business Financing

Topics: Business Advisory

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Before You Buy a New Business

Topics: Cash Flow Management

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Happy 241st Birthday America!

Topics: Announcements

Credit Life Insurance

Topics: Cash Flow Management

Are Unemployment Benefits Taxable?

Topics: Individual Taxes

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Credit Policy Review

Topics: Business Advisory

The Consequences of Out Dated Beneficiary Information

Topics: Virtual CFO

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

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Financial Planning for Singles

Topics: Cash Flow Management

Making CSR a Priority at a Distributed Company

Topics: distributed company

How’s Your Credit Score?

Topics: Cash Flow Management

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What are Your Chances of Being Audited?

Topics: Individual Taxes

Getting to Know QuickBooks Online Reports

Topics: QuickBooks Consulting

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The Secret Sauce for Running a Distributed Model Company

Topics: distributed company

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Retiring in Comfort

Topics: Cash Flow Management

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Maintaining Your Tax Records

Topics: Cash Flow Management

Should You Incorporate Your Business?

Topics: Cash Flow Management

Who’s Paying for the College Bill?

Topics: Cash Flow Management

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Summit CPA Group Wins Innovation Award

Topics: Announcements

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Coverdell Education Savings Accounts

Topics: Cash Flow Management

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2017 Business Vehicle Depreciation Limits

Topics: Cash Flow Management

What You Need to Know About Disability Insurance

Topics: Cash Flow Management

You Filed Your Tax Return and Now You Have Questions

Topics: Business Taxes

Happy Mother’s Day!

Topics: Announcements

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The Tax Filing Responsibilities of Estate Executors

Topics: Individual Taxes

Your Tax Refund May Be Offset By Your Debts

Topics: Individual Taxes

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Tax Breaks for Job Hunters

Topics: Individual Taxes

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Finding the “Best” Employees

Topics: Business Advisory

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

Topics: Individual Taxes

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Why You Should File a Tax Return

Topics: Individual Taxes

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Were You Selected for a Correspondence Audit?

Topics: Individual Taxes

Need to Set Up Users in QuickBooks Online?

Topics: QuickBooks Consulting

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IRS to Begin Using Collection Agencies

Topics: Individual Taxes

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It’s Tax Time- Are You Prepared?

Topics: Individual Taxes

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Will You Need an Automatic Tax Filing Extension?

Topics: Individual Taxes

Expensive IRA Mistakes

Topics: Cash Flow Management

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Home Improvements and Your Taxes

Topics: Individual Taxes

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How to Apply for a Tax Extension

Topics: Individual Taxes

Charitable Contributions- What You Need to Know

Topics: Cash Flow Management

Tax Refund or Interest-Free IRS Loan?

Topics: Individual Taxes

Diversifying Investments with a Tax Focus

Topics: Cash Flow Management

Newlyweds Tax Tips

Topics: Individual Taxes

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Non-Taxable vs. Taxable Income

Topics: Business Taxes

Are Your Deductions Audit Proof?

Topics: Business Taxes

Checklist for Starting a New Business

Topics: Business Advisory

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2017 Inflation Adjusted Tax Numbers

Topics: Cash Flow Management

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Self-Employed Tax Tips

Topics: Business Taxes

Teaching Your Kids about Charge Cards

Topics: Cash Flow Management

Tax Law Requires Health Insurance

Topics: Individual Taxes

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Look for Summit CPA at DrupalCon Baltimore

Topics: Virtual CFO

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Earlier Due Date for Partnership Returns

Topics: Business Taxes

Foreign Investments Reporting

Topics: Business Taxes

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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

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Employer Identification Number

Topics: Business Advisory

How Grandparents Can Assist with Education

Topics: Individual Taxes

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Talk Finances with Elderly Parents

Topics: Estate Planning

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What is the Definition of "Dependent”?

Topics: Individual Taxes

Prevent Identity Theft

Topics: Cash Flow Management

Tax Records – Keep or Toss?

Topics: Individual Taxes

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Section 179 Depreciation

Topics: Business Taxes

Assist Employees with Medical Expenses Using HRAs

Topics: Business Taxes

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Certain Tax Credits Require More Information

Topics: Individual Taxes

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Financial Resolutions for Couples

Topics: Cash Flow Management

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Required IRA Distributions

Topics: Cash Flow Management

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Use Recurring Transactions in QuickBooks Online

Topics: QuickBooks Consulting

The Alternative Minimum Tax

Topics: Individual Taxes

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Inflation-Adjusted 2017 Tax Numbers

Topics: Individual Taxes

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Tax Bracket vs. Tax Rate

Topics: Individual Taxes

How to Make the Most of Your Tax Refund

Topics: Individual Taxes

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Bartering Can Be an Effective Business Strategy

Topics: Cash Flow Management

New Business Start-up Tips

Topics: Business Advisory

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New and Extended Tax Form Due Dates

Topics: Business Taxes

Owning Business Franchise

Topics: Cash Flow Management

Retaining Good Employees

Topics: Business Advisory

Managing Your Debt

Topics: Cash Flow Management

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Strategizing for a Successful Business

Topics: Business Advisory

MERRY CHRISTMAS ONE & ALL

Topics: Announcements

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5 QBO Add-On Apps You May Need in 2017

Topics: QuickBooks Consulting

S Corporation Year End Check

Topics: Business Taxes

No Changes for the "Nanny Tax"

Topics: Individual Taxes

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Time to Tidy-Up Your Financial House

Topics: Cash Flow Management

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

Topics: Cash Flow Management

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Will Your Social Security Benefits are Taxed?

Topics: Individual Taxes

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New Business Hiring Mistakes

Topics: Business Advisory

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Beware! There’s a New Scam in Town

Topics: Announcements

Asset Reporting and Reconciliation

Topics: operational compliance

Overtime Rule Blocked

Topics: Cash Flow Management

Taking Control of Your Holiday Spending

Topics: Cash Flow Management

Starting a New Business

Topics: Virtual CFO

Blue_strategy_success_block_crossword_4710_-small__Copy-1-158213-edited.jpg

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

Topics: Business Taxes, Individual Taxes

A Salute to Our Veterans

Topics: Virtual CFO

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Increased Self-Employment Tax in 2017

Topics: Business Taxes

Teaching Your Kids About Credit Cards

Topics: Cash Flow Management

Taking “Time” to Boost Productivity

Topics: Cash Flow Management, Virtual CFO

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Social Security Withholding Base Increase in 2017

Topics: Business Taxes, Individual Taxes

Give a Gift That Keeps On Giving.

Topics: Virtual CFO

Year-End Charitable Gifts Tax Benefits

Topics: Business Taxes, Individual Taxes

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Saving for Your Retirement

Topics: Cash Flow Management

Tax Benefits of Year-End Charitable Gifts

Topics: Business Taxes, Individual Taxes

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What's In Your Business Plan?

Topics: Cash Flow Management

Turn Customer Complaints into Opportunities

Topics: Cash Flow Management

The Benefits of a Professional Team

Topics: Cash Flow Management

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Who’s Watching over Your Company Cash?

Topics: Cash Flow Management

Making Smart Financial Decisions is Not Easy

Topics: Cash Flow Management

How Long Should You Keep Your Tax Records?

Topics: Business Taxes, Individual Taxes

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

How You Can Save Successfully

Louisiana Storm Victims Tax Relief

Topics: Business Taxes, Individual Taxes

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

Topics: QuickBooks Consulting

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Make a Business Plan that Works

Topics: Cash Flow Management

Help the IRS Fight Electronic Fraud

Topics: Business Taxes, Individual Taxes

Watch Out for Bogus Charities

Topics: Announcements

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

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

Keep Accurate Records to Avoid Tax Penalties.

Topics: Business Taxes, Individual Taxes

Estate Planning for Your Digital Assets

Topics: Estate Planning, Virtual CFO

How to Increase Your Paycheck

Topics: Business Taxes, Individual Taxes

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Did You File an Information Return Record?

Topics: Business Taxes, Individual Taxes

Charging for Time in QuickBooks Online, Part 2

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How Useful are Business Valuations?

Topics: Cash Flow Management, Virtual CFO

What is a Virtual CFO?

Topics: Virtual CFO

New Overtime Rules

Topics: Business Advisory

Business Profitability Using the "80-20 Rule”

Topics: Cash Flow Management, Virtual CFO

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

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

Tax Breaks for Hiring Employees

Topics: Business Taxes, Business Advisory

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

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

An Introduction to the QuickBooks Online Customer Page

Topics: QuickBooks Consulting, Virtual CFO

December 2015 Tax Tips

Topics: Cash Flow Management, Virtual CFO

Get a Jump Start on Form 1099 Reporting

Topics: Business Taxes, Virtual CFO

Keep Your Customers Happy

Topics: Cash Flow Management, Virtual CFO

Working with Employee Records in QuickBooks Online

Topics: QuickBooks Consulting

What is the Breakeven Point for Your Business?

Topics: Cash Flow Management, Virtual CFO

IRS Warning: Charity Scams

Topics: Announcements, Virtual CFO

Introducing the New QuickBooks Online for PC App

Topics: QuickBooks Consulting

Staff Accountant Ties the Knot

Topics: Announcements

Protect Your ID- Get A Credit Report

Topics: Wealth Management

Protecting Your Tax Breaks

How Long Should You Keep Tax Returns and Receipts?

Topics: Outsourced Bookkeeping, Virtual CFO

Virtual CFO Tips to Help Reduce Inventory Risks

Topics: Business Taxes

Is Your Company Vehicle Tax Deductible?

Topics: Business Taxes

A Business Strategy that May Postpone Your Tax

Topics: Business Taxes

When Your Child Wants to Be CFO of Their Own Business

Topics: Business Advisory, Virtual CFO

Congratulations Ally Landis, Our Recent CPA!

Topics: Announcements

Congratulations to Jake Grimm, Our Most Recent CPA

Topics: Virtual CFO

Virtual CFO Tips for Your Small Business

Topics: Cash Flow Management, Virtual CFO

Back to School Tax Breaks

Topics: Cash Flow Management, Individual Taxes

Helpful Hints if Tax ID Theft Happens to You

Topics: Cash Flow Management, Announcements, Virtual CFO

Maximize Your Tax Breaks

Topics: Individual Taxes

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

Topics: Cash Flow Management, Business Advisory

Creating Reports in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

Virtual CFO Tips to GET Your Business on Track

Topics: Cash Flow Management, Business Advisory

Assessing Your Business Cash Flow

Topics: Cash Flow Management, Business Advisory

Summertime Tax Planning

Topics: Cash Flow Management, Virtual CFO

Working With Your Accounts in QuickBooks Online

Topics: QuickBooks Consulting

Managing MAGI to Preserve Tax Breaks

Topics: Cash Flow Management, Virtual CFO

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

Topics: Cash Flow Management, Wealth Management

It is Possible for A Business to Grow to Fast

Topics: Business Advisory, Virtual CFO

It's Time to Check Your 2015 Tax Payments

Topics: Individual Taxes

Getting Ready for Payroll in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

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

Topics: Virtual CFO

New Tax break for the Disabled

Topics: Estate Planning, Cash Flow Management

2015 Business Vehicle Tax Deduction Limits

Topics: Business Taxes, Business Advisory

Delegation Made Easy-Virtual CFO Tips

Topics: Business Advisory, Virtual CFO

Using Purchase Orders in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

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

Topics: Individual Taxes

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

Topics: operational compliance, Virtual CFO

Common Tax-Time Errors

Topics: Business Taxes, Individual Taxes

Do Your Family Loans have Tax Implications?

Topics: Business Taxes, Individual Taxes

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

Topics: QuickBooks Consulting, Outsourced Bookkeeping

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

Topics: Business Advisory, Wealth Management

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

Topics: Cash Flow Management

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

Topics: Cash Flow Management, Virtual CFO

Are You Thinking of Going Into Business with a Franchise?

Topics: Cash Flow Management, Business Advisory

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

Topics: operational compliance

Tax Tips for Expectant Parents

Topics: Individual Taxes

Do You Have an Accounting System for Your New Business?

Topics: QuickBooks Consulting, Outsourced Bookkeeping

It’s Time to Update Your Beneficiaries and Tax Information

Topics: Succession Planning, Estate Planning

Best Wishes for a Happy New Year from Summit CPA

Topics: Announcements

Last Minute Tax Tips

Topics: Business Taxes, Individual Taxes

Last Minute Tax Considerations

Topics: Business Taxes, Individual Taxes

Small Business Owners- How is Your Salary?

Topics: Cash Flow Management, Business Advisory, Virtual CFO

IRS Reveals Concerns for the Tax Season

Topics: Individual Taxes, Virtual CFO

Cost Segregation- Will You Benefit?

Topics: Business Advisory, Virtual CFO

Q & A: Understanding Your QuickBooks Online Accounts

Topics: Outsourced Bookkeeping, Virtual CFO

Tips to Protect Your Identity

Topics: Outsourced Bookkeeping, Virtual CFO

Tax Options to Consider for Your C or S Corporation

Six Mistakes to Avoid When Selling Your Business

Topics: Virtual CFO

Sales Transactions in QuickBooks Online: An Overview

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Organizing Your Finances

Topics: Virtual CFO

Have You Reviewed You Tax Plan Lately?

Topics: Individual Taxes, Virtual CFO

Tax Breaks for Charitable Work

Topics: Individual Taxes, Business Advisory

Managing Users in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

How to Keep Your Cash Flowing

Topics: Cash Flow Management, Business Advisory

Income Tax and Disabilities

Topics: Individual Taxes, Virtual CFO

Before You Start a New Business; Ask the Right Questions

Topics: Business Advisory, Virtual CFO

Grandparents Can Help with Higher Education Costs

Topics: Individual Taxes, Virtual CFO

Make a Statement in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Copyright vs Trademark vs Patent-What is the difference?

Topics: Business Advisory, Virtual CFO

Improper Classification of Workers May Have Tax Consequences

Topics: Business Taxes, Business Advisory

Happy Father’s Day!

Topics: Announcements

How Can Selling You Vacant Land Bring a Tax Break?

Topics: Estate Planning, Individual Taxes

QuickBooks Online Goes on the Road

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Financial Strategies for the 20–Something Generation

Topics: Cash Flow Management, Virtual CFO

Preparing for a Business Bank Loan

Topics: Business Advisory, Virtual CFO

How Outsourced Bookkeeping Can Reduce Your Workload

Topics: Outsourced Bookkeeping

Receiving Payments in QuickBooks Online

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Save Your Vacation Home Tax Deductions

Topics: Individual Taxes, Virtual CFO

Where is Your Tax Refund?

Topics: Individual Taxes

Should You Make Estimated Tax Payments in 2014?

Topics: Individual Taxes, Virtual CFO

Should You Business Go Paperless?

Topics: QuickBooks Consulting, Outsourced Bookkeeping

Tax Tips for Small Business

Topics: Outsourced Bookkeeping, Business Taxes

Will You Owe Self-Employment Tax?

Topics: Business Taxes, Individual Taxes

Improve Your Hiring Potential with an Internship Program

Topics: Business Advisory, Virtual CFO

Tax Refund Options

Topics: Individual Taxes, Virtual CFO

Do You Need an "Employer Identification Number"?

Topics: Business Advisory, Virtual CFO

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

Topics: Business Taxes, Individual Taxes

IRS Sounds the "Tax Scam Alarm

Topics: Business Taxes, Individual Taxes, Announcements

Popular Tax Credits and Deductions Set for Expiration

Topics: Business Taxes, Individual Taxes

The Health Premium Tax Credit

Topics: Individual Taxes, Virtual CFO

Maximizing Your Tax Deductions after a Disaster Strikes

Topics: Business Taxes, Individual Taxes

Child-Related Tax Credits

Topics: Individual Taxes, Virtual CFO

Tax Rules for Lending Money to a Relative

Topics: Individual Taxes, Virtual CFO

Will the Alternative Minimum Tax Apply to You?

Topics: Business Taxes, Individual Taxes

Modified FSA Rules

Topics: Cash Flow Management, Virtual CFO

Make QuickBooks Yours in 2014: Customize

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Business Advisory

It’s Time to Update Your Important Documents

Topics: Estate Planning, Virtual CFO

The DOMA Impact on Financial Planning

Topics: Estate Planning, Individual Taxes

Health Care Premium Tax Credit. Do You Qualify?

Topics: Virtual CFO

Health Care Reform Act

Topics: Virtual CFO

Important Changes May Impact Your 2013 Tax Return

Topics: Individual Taxes, Virtual CFO

Disability Insurance Benefits: Are they Taxable?

Topics: Virtual CFO

Tips to Lower Your Tax Bill

Topics: Business Taxes, Individual Taxes

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

Topics: Business Taxes, Virtual CFO

Tax Tips for Charitable Travelers

Topics: Individual Taxes

Add Cash to Your Reserve for More Financial Security

Topics: Cash Flow Management, Virtual CFO

Preventing Identity Theft

Topics: Business Taxes, Individual Taxes

Happy Veterans Day

Topics: Announcements

How the Affordable Care Act Affects Your Business

Topics: Business Taxes, Business Advisory

Form 1099 Filing Requirements

Topics: Business Taxes

What Does You Accountant Do for You?

Topics: QuickBooks Consulting, Business Advisory

Don’t Get Caught Up in the Wash Sale Rules

Topics: Business Taxes, Individual Taxes

Facts about Tax Refunds and Offsets

Topics: Business Taxes, Individual Taxes

Tips to Retain Employees

Topics: Business Advisory, Virtual CFO

Do You Have a Hobby or a Business?

Topics: Business Taxes, Individual Taxes

Are You Losing Money Due to Obsolete Inventory?

Topics: Business Taxes, Business Advisory

The Affordable Care Act Business Penalties Delayed

Topics: Business Advisory, Announcements

Four Stages of Financial Maturity

Topics: Cash Flow Management, Wealth Management

Are You Struggling to Pay Your Taxes?

Topics: Business Taxes, Individual Taxes

Discuss Financial Planning with Elderly Parents

Topics: Estate Planning

Roth Conversion- You Can Go Back

Topics: Virtual CFO

Donate to Cut Your Taxes

Topics: Business Taxes, Individual Taxes

August Tax Saving Tips

Topics: Business Taxes, Individual Taxes

Educational Tax- Smart Savings Bonds

Topics: Cash Flow Management, Individual Taxes

Travel Tax Tips

Topics: Business Taxes, Individual Taxes

Why "Basis" is Important to an S Corporation

Topics: Business Taxes, Business Advisory

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

Topics: Individual Taxes

Are Your Investment Expenses Deductible?

Topics: Business Taxes, Individual Taxes

Minimize Your 2013 Taxes

Topics: Business Taxes, Individual Taxes

Retaining Your Core Customers

Topics: Business Advisory

Good Debt V.S. Bad Debt

Topics: Cash Flow Management

Who’s on Your Professional Team?

Topics: Business Taxes, Individual Taxes

Does Your Business have an Employee Manual?

Topics: Virtual CFO

Is Your Inbox Overflowing?

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

Topics: Business Taxes, Business Advisory

Who’s Watching Your Company Money?

Get the Most Out of Your Professional Advisors

Topics: Individual Taxes

New Health Savings Account Contribution Limits for 2014

Topics: Virtual CFO

Do You Need a Bank "Line of Credit"?

Topics: Bank Financing, Business Advisory

Are Your Tips Taxable

Topics: Individual Taxes

Getting a Divorce? Don’t Overlook Tax Planning

Topics: Individual Taxes

How to Avoid Credit Card Disaster

Topics: Virtual CFO

Job Hunting Tax Breaks

Topics: Virtual CFO

IRS Cautions Taxpayers about Identity Theft

Topics: Business Taxes, Individual Taxes

Tax Updates to Consider in 2013

Topics: Business Taxes, Individual Taxes

Save Energy! Save Taxes!

Topics: Business Taxes, Individual Taxes

2013 Tax Season Facts

Topics: Business Taxes, Individual Taxes, Virtual CFO

How Will the Medical Insurance Tax Penalties Affect You?

Topics: Business Taxes, Individual Taxes

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

Topics: Cash Flow Management

Congress Averts Tax Portion of Fiscal Cliff

Topics: Business Taxes, Individual Taxes

Clearing Up the Confusion About the Gift Tax:

Topics: Business Taxes, Individual Taxes

Get Organized for 1099 Tax filing

Topics: Business Taxes, Individual Taxes

Mark Your Calendars: Important December Tax Information

Topics: Business Taxes, Individual Taxes

Ask Our Tax Advisors About IRS Increases Mileage Rates for 2013

Topics: Business Taxes, Individual Taxes

Does your business have the necessary accounting skills?

Topics: Outsourced Bookkeeping, Business Advisory

Are Your Small Business Accounting Skills Up to Par?

Topics: Outsourced Bookkeeping, Business Advisory

Helpful Tips to Make the Tax Season Go Smoother

Topics: Business Taxes, Individual Taxes

Teaching Your Children How to Manage Money

Topics: Wealth Management

When to Pay Tax On Savings Bonds

Topics: Cash Flow Management, Individual Taxes

Start-up Expenses You Don’t Want to Forget! Ask Our Virtual CFO

Topics: Cash Flow Management, Business Taxes, Business Advisory

Get Your Small Business in Compliance

Topics: Business Taxes, Business Advisory

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

Topics: Business Advisory

Our CPA Record Keeping Tips

Topics: Business Taxes, Individual Taxes

CPA Tips: How to Open a Successful Business

Topics: Business Advisory

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

Topics: Business Taxes, Individual Taxes

Our Virtual CFO Offers Head-Turning Introduction Tips

Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

Maximum Contributions for Roth IRA & 401k Plans

Topics: Wealth Management, Virtual CFO

What to Know Before Giving Your College Freshmen A Credit Card

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

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

Topics: Outsourced Bookkeeping, Business Taxes, Virtual CFO

Tax Advisor Tips To Consider for Your Tax Plan

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

How the New Health Care Laws Will Affect You

Topics: Outsourced Bookkeeping, Business Taxes, Virtual CFO

Virtual CFO

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

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

The importance of a written partnership agreement

Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

Some Tax Facts From Our Tax Advisors

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

Major Tax Changes In December 2012

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Business Advisory

Points to ponder about the bond market

Topics: Cash Flow Management, Wealth Management, Virtual CFO

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

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

What to know before planning a business succession

Topics: Succession Planning, Outsourced Bookkeeping, Virtual CFO

Tax Changes for Medical Deductions and Contributions

Topics: QuickBooks Consulting, Outsourced Bookkeeping, Virtual CFO

BEWARE of College Tax Credit Scams: Consult our Tax Advisors

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

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

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

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

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Our Virtual CFO Warns About A Refund Scam

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

How To Make The Most Out Of Your Refund

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

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

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

The Tax Consequences of Bartering

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Virtual CFO if Your Medical Expenses Are Deductible

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

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

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Steps To Take When You Change Your Name

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Our Financial Advisors have Tax Tips About the Savers Credit

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

See Our Virtual CFO About Electing S Corporation Status

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Our Virtual CFO Has Tax Tips for the Self-Employed

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

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

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Be Diligent About Saving Tax Records

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

Ask Our Financial Advisors About A Random IRS Audit Plan

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Ask Our Virtual CFO About The Most Common Tax Filing Mistakes

Topics: Cash Flow Management, Outsourced Bookkeeping, Virtual CFO

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

Topics: Cash Flow Management, Wealth Management, Virtual CFO

Best Practices for Your Business: Virtual CFO Tips

Topics: Cash Flow Management

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

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

The Best Financial Tools for Your Business

Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

New Information About The "Innocent Spouse Relief" Law

Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

Are Your Sales Up to Par?

Teach your children basic bookkeeping early