South Florida CPA firm for tax strategy, accounting and business insight.
Blog Series · Quick Reads
Short, practical reads on taxes, accounting and business growth, from simple strategies to little-known tax code details that can save you money.
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Book a meeting ↗536 in this archive
Check out how I balance working on my business with working in my business. I wanted to talk about how I balance working on my business with working in my business. And for me, the easiest way I found to make sure that I'm consistently working on my business is I had to pick a day of the week and say, this is my day. It's not a client day, it's not a billable working day, it's a work on the business day, and for me, that day is Friday.
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I want to talk about work-life balance because we're getting into the busy season for accountants and CPAs and really work-life balance, I mean, it's always a challenge, but it's an extra, extra challenge during this time of year.
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Today, I am sharing with you the things that inspire me to help you get to know me and inspire you to start doing what you love.
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I'm going to tell you The Biggest Business Lesson I learned while growing my business, and if you're growing a business you probably are finding you are learning things all the time. Sometimes it's the hard way sometimes it's the not-so-hard way.
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Today, I'm going to talk to you about a little history of my firm. I think it's safe to say that the history of my firm is really kind of a history of me, at least my accounting journey.
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Outsourcing Means More Time! We're going to talk today about how to reward yourself with probably one of the greatest gifts ever, and that's having more time, right? Unless you're some kind of time master, you really can't create more time, so all we can do is use it better.
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CPA firms offer more than tax returns!
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Some of my favorite business books. I'm an avid reader and learn tons of great things for my business through reading. This is the list for my book club - It's now virtual, join us on Facebook: Bette's Business Book Club
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There is still time left to make some financial moves to finish off the year strong. Here’s a list of things to do to wind down 2017 for small business taxes and individual taxes.
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It's July and the New Year's resolutions you made have probably been long forgotten. But it is not too late to make changes to hit your goals for 2017.
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Can you believe 2016 is over? It's hard to believe it went by so fast. There is still a little time left to make moves to finish off the year strong. Here's a list of things to do to wind down 2016!
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Intuit announced that they will no longer support all versions of their 2013 QuickBooks Desktop as of May 31, 2016. What does that mean for users? If you do not upgrade to a newer version, don’t expect Intuit to help you if you need it, via live chat or phone. If you are running payroll […]
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2015 is almost over but there are still some ways to make the best of your tax situation before New Year’s is here. Spoiler-number 6 is the most important!
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You need to keep tax records for several years, but paper copies are risky. Storms, floods, or simply moving can result in losing or misplacing these documents. Electronic records, kept online, can save you from disasters, while keeping your documents available. ld tax returns and related documents and insurance policies can be scanned and saved in the cloud to electronic storage such as Dropbox, Box, or Google Drive. Many modern CPA firms like mine are paperless- ask your CPA to send you PDF versions of prior year tax returns. PDFs can be password protected to help keep your information secure.
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LLC stands for Limited Liability Corporation. Yup. I said that. To a new client. Luckily it was a friend who appreciated my sense of humor and wasn't offended. But this advice - not necessarily with the same delivery - is advice that I find myself giving out frequently. There are usually two reasons:
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