by Tracy Sanda | Mar 16, 2026 | Accounting, Tax
The Importance of Accurate Record-Keeping, Staying Organized, and Utilizing Accounting Software Accurate record-keeping, strong organizational habits, and effective use of accounting software are essential pillars of sound financial management. Whether managing a...
by Lisa Haiss | Mar 9, 2026 | Internal Revenue Service, Tax
March is National Reading Month, and it’s a reminder of something simple but incredibly powerful: books change lives. Most of us can remember our favorite childhood story. You know the one we asked to hear again and again before bedtime, or the book that first made...
by Lisa Haiss | Mar 4, 2026 | Internal Revenue Service, Tax
If you’ve ever wondered what happens after you drop off your tax documents, here’s a little behind-the-scenes look at life inside a small CPA firm during tax season. Spoiler alert: it’s a mix of coffee, lots of checklists, teamwork, and at least one person saying,...
by Tracy Sanda | Mar 2, 2026 | Accounting, Tax
To allow your accountant access to your bank’s online banking system, follow these general steps. This typically involves navigating to a “User Management” or “Account Access” section, where you can add a new user and set permissions—usually “view-only” for...
by Jordan Middleton | Feb 23, 2026 | Accounting, Tax
Running a business is hard enough. Between serving customers, managing staff, and juggling invoices, your taxes can feel like an afterthought. But beware, small business owner: the IRS has seen it all, and a few “little” mistakes can cost you big. Let’s have some fun...
