Quick Summary: What Smart Accounting For Small Businesses Looks Like In 2025Call your tax advisor before making financial moves to avoid missed deductions or costly surprises. You need modern, integrated tools to stay compliant (and audit-ready) in 2025. The...

“With organization comes empowerment.” —Lynda Peterson Quick Answers: Can I Put Personal Money In My Business Account?If you put personal money into your business account, it must be recorded correctly (as an owner’s contribution, not business...

“Simple can be harder than complex.” — Steve JobsQuick Summary: What’s Changing With The 2026 1099 NEC Threshold?Businesses will only need to issue a 1099-NEC if they pay an independent contractor $2,000 or more in a calendar year. The new rule begins for tax...

"To profit from good advice requires more wisdom than to give it.” —Wilson Mizner Quick Answers: Who’s the Best Accountant to Help My Tri-State Business Grow? The “perfect” accountant doesn’t exist. But the right fit for your business growth does. Look...

"The essence of strategy is choosing what not to do.” -–Michael PorterQuick Answers: What Are the OBBBA’s Excess Business Loss Limitations?The OBBBA made the Excess Business Loss limitation permanent (previously set to expire in 2028). ​​For 2025, you can deduct...

"Courteous treatment will make a customer a walking advertisement." —James Cash PenneyQuick Answers: Customer Service Retention StrategiesFollowing up after every sale or service can dramatically increase loyalty and uncover issues before they become...

My guess is, back when Bill Holley first sketched out Cracker Barrel’s original logo on a napkin, he didn't imagine its retirement would cause a nationwide uproar. The restaurant chain, known for its comfort food and front-porch nostalgia, recently unveiled...

Raise your hand if you feel like you're juggling too many balls in your Tri-State business right now. (Yes, my hand is raised too.)Because on top of day-to-day operations, you've jumped into Q3 with a slew of tax code updates from the One Big Beautiful Bill Act...

I may be revealing too much of my age and tastes by quoting this song, but I’ll “sing” it for you anyway: “Workin’ 9 to 5, what a way to make a living…” You know that one from good ol’ Dolly Parton? If you end up humming it all day, too – you're welcome. :)But,...

First, a quick reminder if you own an S-corp or partnership: If you filed an extension back in March, your deadline for filing your 2024 taxes is coming up fast — Sept 15. Grab a spot on my calendar to wrap that up: (513) 791-6288Now, as summer wraps up,...