Blog

As your Tri-State business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today...

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Before I get into the slippery slope I'm referring to in the title of this post, how are things for you these days? How's business going?I'd love to hear an update on your business ... so click the email button in the upper-right of the site here, and send me a note...

You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Tri-State business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking for...

Tax season is over.Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work?Although it's a relief now, remember that tax season isn't a one-time occasion. The decisions you...

We work with many Tri-State business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy...

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Tri-State business owners "make the switch" over to us, year after year. I know that you may have established a...

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

Oh, you thought that since March Madness is over that I wouldn't shoehorn another metaphor? You thought wrongly.I'm here with some ideas for how you and your Tri-State business should be "keeping score" today. (See what I did there? ... um ... because in sports you...

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with Tri-State people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the...

Our Tri-State business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...