by Lisa Haiss | Nov 5, 2025 | Tax
As we move into 2025, now is the perfect time to evaluate your tax situation and prepare for the year ahead. While every client’s financial picture is unique, taking a proactive approach today can help you identify potential tax shortfalls, minimize penalties or...
by Lisa Haiss | Oct 2, 2025 | Community
2025 Rotary Club of Clarkston Wine & Whiskey Tasting Looking for a night of flavor, fun, and philanthropy? The 2025 Rotary Club of Clarkston Annual Wine & Whiskey Tasting is your perfect excuse to indulge while giving back. Held on October 23rd from 6:30 to...
by Kelly Thompson | Nov 22, 2024 | Accounting, Courses, Information Technology
Quickbooks Online has recently started to offer a Bookmark feature where any page that has the left navigation bar available (ie. Reconcile, Chart of Accounts, Invoices,…) can now be saved directly to the left column of your QBO home screen with any name you’d prefer....
by Jordan Middleton | Nov 4, 2024 | Tax
Ending your year right for your business, and tips to improve tax planning strategies. When it comes to owning your own business, it can be very time consuming and difficult to stop and think about your upcoming tax return. It is always more advantageous to plan ahead...
by Matthew Senter | Nov 1, 2024 | Tax
As we approach the end of 2024, now is the ideal time to evaluate your tax situation in preparation for your upcoming tax return. While we can’t predict exactly how the year will conclude for each client, we can analyze expected outcomes and identify potential...
