Tag: business best practices

Are there thoughts running through your head at the end of the day😔, when you are desperately trying to sleep💤, something you have heard from other small business owners, other medical practitioners at conferences? You are not alone, this rings true for many small businesses, even those that may be or appear to be hugely successful.  Running a medical practice (YOU CAN SUBSITIUTE small business, law firm, start-up HERE) may…  Read more

When you’re running a practice, long-term goals & even short-term goals are not always top of mind. Between patients, paperwork, payroll, insurance chaos, and family obligations it’s easy to feel like your immediate finances call the shots. 😅 I believe a thriving practice depends on financial stability; just like you tell your patients “Prevention beats cure every time”. Let’s check your business health and make sure no financial symptoms are…  Read more

Great question — and one I have been discussing with my clients and prospective clients more and more lately; spoiler alert: Not necessarily! Many small business owners and medical professionals assume that if they pay for something with their business credit card, or via their business checking account it automatically counts as a business deduction. Unfortunately, the IRS doesn’t see it that way. Let’s clear this up 👇 🚫 Paying…  Read more

Ever found yourself thinking, “My accountant just files my taxes, right?”—you’re not alone. But let’s clear the air: today’s accountants are no longer just the “bean counters” in the back room crunching numbers. We’ve evolved. 📈 Advisory services are how we help small business owners like you move from asking “What happened?” to “What should I do next?” and even “Thanks for bringing this to my attention, yes please can…  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

I hope this follow-up to last Friday’s blog, highlighting the key benefits of working with an accounting firm who supports your cloud-accounting software platform, proves valuable—especially for small business owners striving for financial clarity and control. Quite a mouthful, I know, but I firmly believe that implementing real-time accounting processes, accessible anytime and anywhere, is one of the most transformative steps your accounting firm can assist and support you with.…  Read more

Weekly take away: In this day and age, business best practices almost REQUIRES switching to cloud accounting software.  Utilizing real-time accounting data enables our clients to make well-informed decisions, rather than simply analyzing historical data. As a Certified Public Accountant and Certified Tax Planner, offering business advisory services for small business clients, medical offices and other professional practices we emphasize the importance of adopting cloud based, online accounting software as…  Read more