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Financial Insights for Small Businesses
Financial Tips and Articles
Read informative articles that can help improve your business’s financial health.
How to Use a Health Savings Account to Optimize Tax Savings
Back in 2003, Congress introduced one of the best tax savings vehicles that exists to this day. It wasn’t the individual retirement account (IRA). It wasn’t the ever-popular Roth IRA. It was the often-overlooked health savings account (HSA), which provides taxpayers with an upfront tax deduction and tax-free and penalty-free distributions. The tax rules surrounding…
Estimated Quarterly Tax Payments
With the 2nd quarter coming to an end, I think it is important to discuss estimated quarterly tax payments. This topic tends to freak people out and overwhelm them, so I will try to make it as simple to understand as possible! Estimated quarterly tax payments are literal estimates of what you are guessing your…
Professional Development Investments
In the mental health and health care industry, there are ever changing regulations, updates, and business standards. Not to mention the process of updating and renewing your licensing. This means you will have a plethora of continuing education, courses, and certifications to take throughout the year. Did you know that all the costs associated with…
Getting a Handle on Budgets
As a numbers nerd, I find budgets super fun and interesting to work on and calculate. As a virtual CFO, I tend to recommend to my clients to create budgets. I do help with this process, but it can be a bit difficult if there is little to no communication. I can create budgets based…
2021 Reflection
For the month of December I have taken the time to reflect back on the year of 2021 and appreciate all that has come my way. 2021 has been an amazing year for me, full of growth and connections. A lot of my growth wouldn’t have come without trial and error, personal development, and the…
Why Bookkeeping Systems Are Important
Having a bookkeeping system in place for your business is the key to it’s success. A bookkeeping system provides a place for you to easily track your income, expenses, and other business transactions in an organized manner. It allows you to track your invoices and bills to assist you in improving your cash flow systems….
Stress-Free Finances Start Here
Reclaim Your Time and Peace of Mind
It’s important to work with an expert who understands your industry and can minimize your taxes. Don’t let financial stress hold you back. With professional guidance, you can focus on your business with total confidence, knowing everything is under control.
