Keep More Money in Your Pocket Would you rather have your money work for you or the IRS? This is the time of year when your actions can actually keep more money in your pocket! ...

Overpaying In Taxes? Are you overpaying in taxes? You may know that we provide Virtual CFO and Accounting Services, but did you also know that we have a CPA on our team who helps ...

Year End Tax Planning Finally, the end of the year is almost here and what a year it has been. Many of our clients experienced a new level of growth which has been challenging and ...

Reality Check Recently Netflix advertised the movie “The Laundromat” if you have not yet watched it I encourage you to do so!  Not only is it highly entertaining it will push ...

It’s not too late to create a strategy for managing your taxes! You’ve had a great year and now the questions begin to surface… Will I be able to do it again next year?   ...

Close the gap! We just completed our 6th Annual CFO Players Club retreat.  A time for entrepreneurs to come together and get some work done!  We do work around money ...

Synergy This is the concept of 1 + 1 = 3.   Many years ago I read “Living Synergistically” by Thomas D Willhite, if you haven’t read it I recommend it.  It’s the ...

Are you ready? We woke up to snow on the mountains Saturday and 40-50 mph winds of cold air out of the north!  Sunday there were snow flurries in the air. Brrrrrr! We were not ...

Ready to knock it out of the park? What if I were to tell you there is a way to truly ensure you knock it out of the park creating the results you desire?  Would you believe me? ...

Back to School Ahhh it’s September and that means that school is back in session.  If you are like me, you still live by the rhythm of school semesters, even though it may be ...