Small businesses can benefit greatly when it comes to having CFO services. A Chief Financial Officer (CFO) can provide guidance and strategies for all aspects of a company, from annual tax preparation to the best paths forward for future financial growth.  Unfortunately, most small businesses don’t have the income to hire a personal CFO in-house....Read More

When it comes to wealth investment management, not all advisors are created equal. Some firms or advisors may specialize in wealth management for beginners.  While others may simply help augment an existing and established wealth management plan with new ideas and/or opportunities.  However, finding a wealth management advisor (or an overall wealth management business) is...Read More

As a successful business owner, you may have no immediate plans to close the shop in the near future, but what about many years from now? Smart exit planning strategies are essential for any business. However, more often than not, these strategies are ignored until significant changes are imminent. Without an exit strategy well in advance,...Read More

When it comes to successfully launching a new business, having the funds to succeed from the start is key.   According to the U.S. Bureau of Labor Statistics, 20% of new businesses fail within their initial year. Moreover, one of the primary reasons in recent history is simply a lack of funds.   In fact, per a...Read More

Are you ready to learn some tax planning tips for your business? Calculating annual taxes can be challenging enough for everyday individuals, but these challenges are multiplied for small business owners.   In 2020, the IRS announced that it would increase tax audits of small businesses by 50%, and many small businesses simply don’t have...Read More

The April 18 deadline for your 2023 taxes is quickly approaching.  Therefore, one core aspect of annual taxes at the back of every taxpayer’s mind is the possibility of triggering an audit.  Generally speaking, audits are fairly rare, with less than 1% of Americans being audited on a yearly basis. However, this percentage can certainly...Read More

You have spent a lifetime making careful financial decisions and saving your money so that you can secure your future, as well as the future of your loved ones. No one wants to leave behind a burden when it comes to ensuring that your family members, friends, and charities are properly provided.  Also, this means...Read More

To say that 2022 was a challenging year when it came to smart investing is a massive understatement. While the year began with some optimism as the nation eased out of the height of the pandemic, lingering supply chain issues, the war in Ukraine, and crippling inflation all took a toll as the year progressed.  ...Read More

Tax planning and preparation can be a hassle for anyone. Tax season sometimes is an exhausting time to think about, and it is a dreaded time of the year for many. However, did you know your life could be made easier by using tax planning services? We are here to tell you how. By following...Read More

In today’s economy, many companies from start-ups to private equity-backed firms and all businesses in between, outsource many functions of their business. This is one strategy to handle the financial difficulties that many businesses encounter.   Outsourcing is necessary for a variety of reason and circumstances, including the requirement for greater financial leadership. Outsourced CFO consulting...Read More