Blog

April 2014

If you have a business loan with the bank, chances are you gave them a personal financial statement. Did you ever consider tying this exercise into your financial goals? If it’s important for the bank to know, maybe it’s important for you to know. After you get your tax return done, is a great time to evaluate your progress toward building your personal net worth.

February 2014

Every day we make decisions – some are important and some are trivial. In my line of work, we base decisions on data. However that is only one perspective of the issues – other factors that affect the outcome are involved. Factors such as internal desires and outside forces, which are not measured with facts and figures

January 2014 Newsletter

The beginning of the year is a good time to review last year’s results and plan for this year. A financial budget is a tool that is available to help guide and design your future. It can tell your story before it happens.

May 2013

Before I graduated from high school, I knew I wanted to be a CPA. I know it is not for everyone, but it came easy to me and was one of the highest paid professions for women. It kept me off the streets. Later in my career, that choice grew into a personal life mission.

Lighten UP!

Life throws many things in the way, situations that bring me frustration, anger and disappointment. Situations such as:

how to select the
best cpa for you?

strategic accounting & tax services strategy

latest news and seminar news

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