Tag: accountability coach

Choosing a business entity is often one of the earliest structural decisions an owner makes. At the start, the priority is typically practicality: launching operations quickly, limiting liability, and keeping administrative complexity manageable. In that context, the initial entity choice usually serves its purpose, however… when we consider a business’s entity choice, we discuss both the legal and tax entity AND choose based upon current and future expectations. Recently several…  Read more

Tax season has a funny way of sharpening our focus, yes it’s tax season and tax planning season all year round, but from January through April we also need to be mindful of those government imposed deadlines. When deadlines are stacked, returns are moving through review, and clients are looking for answers, there’s very little room for distraction. Every step matters. Every process needs to work properly. Every decision needs…  Read more

Do you ever feel like your business has too many cooks in the kitchen: your accountant says one thing, your attorney another, and your financial planner a third? 🍲 It’s not you. It’s the setup.  Many businesses follow the process of “hire first then grow”, while others ask for help from their advisory team when they feel overwhelmed or are “flying by the seat of their pants” looking for help from their…  Read more

Many small business owners, medical practitioners, law firm owners and visionary start-up entrepreneurs, treat their business structure like it’s just paperwork.  Even those businesses that have been successful for many years may benefit from a review of their tax entity.   This is NOT a form to sign, a box to tick, something you set once and never look at again, something you chose because you thought it was the right choice…  Read more

If there’s one shift I’ve watched push businesses forward more than anything else these past few years, it’s this: the move from a reactive mindset to a predictive one…Rrrrrrright not forecasting revenue or planning for taxes…I’m seeing the deeper shift: initiate change as your advisory team shares insights, aligns strategies, and works from data that connects cleanly…Advisory TEAM???? Yes, remember there’s no i in team… That’s when you stop playing…  Read more

Welcome to tax season 2026, or should I say welcome to tax minimization season 2026.  It seems like the learning and hence the tweaking never stops.  A favorite expression in our firm is “any day I learn something new is a good day” and we we have had many. Our the past few months my blog posts have focused on the One Big Beautiful Bill Act (OBBBA), the changes for…  Read more

I tell clients this often, usually while we talk over coffee ☕💬 or zoom 💻 “strong businesses don’t grow by accident, they grow because you design and maintain them that way”. I believe that’s true for our small business owners, medical practitioners, law firm owners and our visionary start-up entrepreneurs as well. And design matters even more when markets, laws, and conditions keep moving.  If you’ve been in business long…  Read more

As 2025 draws to a close, we have been working through 2025 tax minimization plans, growth plans, exit strategies, and looking towards 2026 and future years as well.  We get so much satisfaction from helping our clients achieve their goals; current, future, imagined as we work with “strategic partners”.  When they follow this model we see success with small business owners, medical practitioners, law firm owners and our visionary start-up…  Read more

Growing a business is like navigating a road trip: you need a clear destination, a solid map, and the determination to keep moving forward—even when detours appear. At our office, we have a favorite saying, “Start with the end in mind.” This principle applies to setting your business up for long-term success. Here’s how you can shift from being overwhelmed to making progress that truly matters: #1 Set Clear Goals…  Read more

It’s hard to believe but 2019 is over and it’s time to create or update your business plan. If you’re like us you’re are currently working on your 2020 business plan too (writing 2020 might take a bit of getting used to!) We are recommending that our clients  “take stock” at this time of year and think about their business & strategy for the year ahead. If you’re looking to…  Read more