top of page


A Simple Guide to Tax Planning for Solopreneurs and Small Businesses(after Tax Season is over)
One thing we hear often from business owners is that taxes feel stressful and unpredictable, especially after tax season is over and there is little clarity on what to do next. Many of the clients we work with come to us unsure of what they will owe or how to prepare for it. Once we walk through their numbers together and put a simple plan in place, taxes become much more manageable and less overwhelming. Tax planning does not have to be complicated. It starts with a few sim

Michele Jones
Apr 302 min read


Accountant Retiring? Here’s What You Need to Know
If your accountant is retiring, you might be wondering what to do next.

Michele Jones
Mar 4, 20251 min read


Is It Time to Upgrade from Spreadsheets to an Accounting Software?
Are you still relying on spreadsheets to manage your business finances? While they may work for a while, as your business grows, so do...

Michele Jones
Nov 12, 20241 min read


Five Essential Post-Tax Season Actions for Business Owners
After the tax season wraps up, business owners should take several essential actions to ensure their financial health and plan for the...

Michele Jones
May 14, 20241 min read


When does my Business need to issue a 1099-NEC?
As a business owner, financial responsibilities can be complex, especially when it comes to tax obligations. One crucial aspect that...

Michele Jones
Jan 16, 20242 min read
bottom of page