Focus CPA

If you have a business loan with the bank, chances are you have been asked to update your personal financial statement. Did you ever consider tying this exercise into your financial goals?

Spring is finally here in Green Bay. Winter may still come and go, but it will eventually turn into summer. My garden is turning green, a deep feel-good type of green.

When you can’t count on leprechauns or elves to create magic – you need to do it yourself. Magic happens when you work with the flow of life.

Watch out – here come the leprechauns, elves, fairies and green beer. The month of March reminds me that magic is all around.

Running a small business can be exhausting. It is hard to determine what to do next and what not to do. Reminds me of cleaning a house, it never ends, there is always something else to do.

I feel that the world needs a little love. With the health scare of covid, the rising prices of food and the divisive politics we are reminded of the dark side of life.

Now is a great time to review the process in which your financial statements are prepared. This time of year, many businesses are gathering their records to prepare a tax return.

Life seems to breeze by. Christmas was here and then it was gone. In the last 6 months, my backyard was overflowing with overabundant healthy green plants, then the frost killed them. In December we had snow that covered the entire yard for a while.

We take care of things that we value. You take your car to the mechanic to keep it running smoothly. You have your furnace serviced every year to insure heat during the winter.

It’s late at night I am staring at the Christmas tree thinking of that perfect gift to give. The one that will bring joy to the person I am giving it to. Is there such a thing as the perfect gift?