INSIGHTS
Small business financial strategy, without the finance-speak.
Bookkeeping best practices, tax planning that keeps money in your business, payroll compliance, and fractional CFO thinking. The small business accounting blog is written by the team that handles this work for businesses every day, in plain English, without the fluff.
How One Company Saved $52,500 with Smart Tax Moves (And How You Can Too)
The Wake-Up Call It was a crisp December morning when Sarah, the CFO of XYZ Corp, received an email that made her stomach drop. Their estimated tax bill for the year? A staggering $105,000. “We’re...
Turn Your Business Vehicle Into a Tax-Saving Machine in 2025
Owning a business means every dollar counts—so why not let your vehicle work for you at tax time? Whether you’re driving to client meetings, hauling equipment, or making deliveries, the IRS offers...
Corporate Transparency Act Reporting is Back—What Your Business Needs to Know Now
Breaking News: BOI Reporting is Back with a New Deadline If your business thought it could take a breather from the Corporate Transparency Act (CTA) Beneficial Ownership Information (BOI) reporting...
Unlock Hidden Tax Refunds: How to Claim Missed Deductions and Get Your Money Back
Are You Leaving Money on the Table? Every year, millions of taxpayers unknowingly pay more than they owe to the IRS. It is not because they are careless—it is because they miss out on valuable...
Accelerated Depreciation: The Smartest Way to Slash Taxes and Boost Cash Flow
The Investment That Paid Off Sooner Than Expected When Mark purchased a commercial building for his growing business, he expected to slowly deduct its cost over decades. But then his accountant...
Maximize Tax Savings with an Accountable Plan: The Smartest Reimbursement Strategy for Businesses
For business owners, every dollar saved in taxes is a dollar that can be reinvested into growth. Yet, many companies unknowingly overpay taxes by failing to structure their expense reimbursements...
Navigating the New Reality: What Nonprofit Leaders in Minnesota Must Do Now
With the recent restrictions on disbursements and the looming threat of funding cuts under the Trump administration, nonprofits across Minnesota face an urgent need to reassess their financial...
How New Tariffs Are Impacting Minnesota Small Businesses—and What You Can Do About It
Running a small business in Minnesota has always come with its fair share of challenges. Between managing day-to-day operations, dealing with supply chain demands, and staying compliant with state...
The 1031 Exchange: The Ultimate Tax Deferral Strategy for Real Estate Investors
When it comes to real estate investing, there’s one strategy savvy investors use to grow wealth while deferring taxes—the 1031 Like-Kind Exchange. This tax-saving tool allows you to sell an...
A Smart Parent’s Best-Kept Secret: The 529 Plan That Pays for College (And More!)
A Grandfather’s Promise That Changed Everything When Adam’s grandson, Noah, was born, he made a quiet promise—he would ensure Noah could go to college without worrying about money. Instead of giving...
Smart Cash Flow Management for Real Estate: Tips for Rental Property Owners
Cash flow is the lifeblood of any real estate business, particularly for rental property owners. Proper cash flow management ensures you can cover expenses, invest in new properties, and maintain a...
Simplify Your Tax Filing: Everything You Need to Know About Form 1065 for Partnerships
As a partnership, staying compliant with the IRS involves filing Form 1065, the U.S. Return of Partnership Income. This crucial document reports your partnership's income, deductions, gains, and...
Wondering what any of this looks like for your business?
The articles cover the general principles. Every business has specific details. If you’d like to bring yours to a 30-minute conversation, we’ll listen first, then only recommend what actually fits.
