For Small Businesses

What our Clients are saying

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I am very satisfied

Robert M.

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Smart Planning for Financial Independence in CITY

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in CITY wrote me saying that they were feeling pretty...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your CITY business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our site when...

The Joys Of Providing Professional Tax Services To CITY

Well, our primary work for this tax season in CITY has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in CITY, we make it a point to do a bit more than simply "fill out forms" on your behalf. I'll tell you...

John Smith on Patterns and Habit, via Parable

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

John Smith’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

Instilling Financial Literacy For Kids In CITY

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Focus Training For Folks In CITY

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Delayed Gratification: Staying Focused to Get Ahead (Later) in CITY

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Training Your Heart For Good Financial Stewardship In CITY

Working with my CITY clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all could...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!