Blog Topic

Planning

Get SMART when it comes to setting strategic goals

July 26, 2018

Blog Image Get SMART when it comes to setting strategic goals

Many businesses struggle to reach the various goals they’ve set to accomplish their overall strategic plans. One solution to consider: the SMART approach.

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Saving for Retirement as a Small Business Owner

December 11, 2017

Blog Image Saving for Retirement as a Small Business Owner

Business owners spend so much time focusing on the growth of their companies that they often neglect to save for retirement until it's too late. 

According to a 2016 BMO Wealth Management survey of 400 small business owners, 75% of owners between 18 and 64 have saved less than $100,000 for retirement. Even more alarming is that of owners between 45 and 64, a staggering 68% have saved less than $100k.

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Tax Planning for Small Business

November 1, 2017

Blog Image Tax Planning for Small Business

The end of the year is quickly approaching, and it's time to schedule your yearly tax planning appointment. To take full advantage of the credits and deductions that can save your business money, you should make a point to sit down with your accountant or CPA.

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The Importance of Quarterly Planning

August 2, 2017

Blog Image The Importance of Quarterly Planning

As a business owner, you've set long-term goals (you have, haven't you?), but you may not have considered the importance of quarterly planning. Setting aside time every quarter is a way to keep you and your team on track to meet those long-range goals. It gives focus to the next three months and allows you the opportunity to adjust your planning as needed.

Quarterly planning should include a meeting with your CPA or accountant. They'll be able to explain your numbers to you in ways you can easily understand, so you can make the right choices for growing your business. Don't think they can only help you with taxes and maximizing deductions. Your CPA should also cover the following items with you:

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3 Accounting Tips for Seasonal Businesses

March 28, 2017

Blog Image 3 Accounting Tips for Seasonal Businesses

While owning a seasonal business can be rewarding, the inherent ups and downs can also be a challenge. There are ways to help weather the fluctuations if you know what to look for and if you get the help of an accounting professional. Here are our recommendations to manage the accounting of your seasonal business and how your accountant or CPA can help.

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Changes Your Business Should Know for 2017

January 7, 2017

Blog Image Changes Your Business Should Know for 2017

There are some changes you'll want to know for budgeting and financial planning purposes in the new year. Some result in more expenses for your business, but there are also some that will benefit you. Here's what you need to know for 2017.

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10 Financial Resolutions for 2017

January 2, 2017

Blog Image 10 Financial Resolutions for 2017

Get the new year off to a great start with our top ten financial resolutions.

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Year-End Checklist for Your Business

November 30, 2016

Blog Image Year-End Checklist for Your Business

The holidays are upon us: we're planning travel and shopping lists, and for the business owners among us, we're busying ourselves with the end of the year accounting tasks. You'll want to make sure everything is in order for tax filing. Here's our checklist to get your company ready for 2017. 

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