Year-End Checklist for Business Owners

Is Your Business Ready for Year-End? A Dec. 31 calendar page next to a year-end checklist with items checked off.

Is Your Business Ready for Year-End? What to Do Before Dec. 31 Quick answer: Start now. Reconcile your accounts, get a clear view of your cash, collect W-9s before the new $2,000 1099 threshold catches you off guard, and build your plan for 2027. Our Client Advisory Services (CAS) team can help with all of…

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Stop Doing Busywork: Automate It with ǪuickBooks

How many hours a week does your team spend on repetitive bookkeeping tasks — entering the same invoices, categorizing the same transactions, chasing the same late payments? Whatifmostofthatjust…happenedonitsown?ǪuickBooks Online has powerful automation features built right in — and most businesses aren’t using them. Here’s what you might be missing: Set up templates for invoices, bills,…

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How to Prevent Tuition Reimbursement Fraud 

Investing in employee education and training is crucial to the long-term success of most companies. In order to remain competitive, many employers offer tuition reimbursement programs to attract and retain talented employees. The programs also provide tax benefits.  The vast majority of employees that participate in tuition reimbursement programs comply with their companies’ rules. However,…

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Getting Divorced? Consider Taxes When Splitting Up Retirement Accounts

Divorce is a major life event that can have significant personal and financial consequences. In addition to addressing family and emotional concerns, you’ll need to determine whether your assets are divided equitably. When assessing the fairness of a divorce settlement, taxes are a critical consideration. In general, you can divide most assets between you and…

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