Blog

Making Decisions with the Head, the Heart, and the Gut

Every day decisions are made—some important, some trivial. In this line of work, decisions are often based on data. However, that is only one perspective. Other factors influence outcomes—internal desires and outside forces that cannot be measured with facts and figures.

Love & AI

Now that artificial intelligence is becoming part of everyday life, how does it fit with being human? According to Maslow’s Hierarchy of Needs, we begin with physical needs—food, water, and sleep...

10 Great Habits to Keep Small Business Owners Financially Successful

Small business owners wear many hats to keep their businesses running. They find customers, deliver products and services, manage cash flow, and stay out of trouble by following the law as best they can.

The Metamorphosis of My Tax Season

Forty-five years ago, a career in public accounting began with yellow #2 pencils and mandatory 60-hour workweeks. Financial records were kept on ledger paper, and audit success was measured by the weight of the documentation.

Charitable Giving — Doing It Wisely

This time of year, charitable giving is on many people’s minds. Nonprofits increase our awareness of those in need, and during the Christmas season our hearts—and sometimes our wallets—tend to be a bit more generous.

Memories of Santa

Waiting for Santa is such an experience! When I was little, I would wake up as early as possible, tiptoe downstairs in the dark, and look over the presents—counting how many we got and maybe giving one or two a careful shake.

2025 Ideas to Reduce Your Income Tax Bill

Tax time is just around the corner. Thankfully, the new tax law passed and our rates did not go up as expected. We even get to keep the Qualified Business Income deduction through 2026.

Being Grateful for Unexpected Surprises

Every fall, I bring my patio furniture and a few other things inside for the winter. This year, I brought in two ornate birdhouses — and surprise, surprise — two squirrels popped out of one as I was heading to the basement.

End-of-Year Small Business Tax Guide

Time keeps marching on! We have less than 90 days until the end of the year, which means now is the time to get organized. Here’s a list of key activities we recommend you start working on now:

Embracing Change

Some things don’t change. The sun rises in the east each morning and sets in the west each evening. Time continues to march on.

how to select the
best cpa for you?

strategic accounting & tax services strategy

latest news and seminar news

Get Printed Copies Of the Newsletter