Keep Great Business Records with These Tips

Keep Great Business Records with These Tips Published: 5/30/2025 Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are four key characteristics to building and maintaining a healthy bookkeeping […]
Springboard Your Summer Job into Valuable Experience

Springboard Your Summer Job into Valuable Experience Published: 5/27/2025 A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success. Whether you’re working at a local café, interning at a company, or taking on freelance […]
Estate Planning: Tips for Every Family

Estate Planning: Tips for Every Family Published: 5/22/2025 If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and saving for a home is a lot. All this makes estate planning feel like a tomorrow problem. But estate planning puts you in charge […]
How to Score the Best Travel Deals This Summer

How to Score the Best Travel Deals This Summer Published: 5/19/2025 With summer just around the corner, now is the perfect time to plan a warm weather getaway that won’t break the bank. Whether you’re jetting off to a tropical paradise or exploring a bustling city, getting the best travel deals requires a bit of […]
Time to Start Your Tax Planning

Time to Start Your Tax Planning Published: 5/15/2025 Lowering your tax bill next year works best as a planned event. So if you are interested in breathing a sigh of relief come next April, consider a review of these four areas as you create and implement your tax plan for 2025. #1 – Your Home […]
Tax Bill Payment Options Expand Digitally

Tax Bill Payment Options Expand Digitally Published: 5/13/2025 As the payment alternatives continue to evolve in the economy, so too are the payment options available to you to pay your tax bill. Here is what’s available to you this tax filing season along with each option’s related costs. Various payment methods to pay taxes 1. […]
It’s Tax Time! Don’t Forget 1st Quarter Estimated Payments.

It’s Tax Time! Don’t Forget 1st Quarter Estimated Payments. Published: 5/9/2025 Both your individual tax return AND first quarter estimated tax payment are due. Here is what you need to know. First quarter due date: Tuesday, April 15, 2025 The estimated tax payment rule You are required to withhold or prepay throughout the 2025 tax […]
An Earnings Report Review is For Everyone!

An Earnings Report Review is For Everyone! Published: 5/5/2025 Most of us go through life without being concerned with, or ever checking on, our Social Security records. We assume the money deducted each payday and an equal amount paid in by our employer is applied properly to this valuable retirement benefit. Ignoring is problematic The […]
A Guide to Tax Record Retention

A Guide to Tax Record Retention Published: 5/2/2025 Before you close this year’s tax file there is still some work to do. If the IRS or state revenue department selects your return for review, you will need to be prepared. Here is what you need to do now: Keep a copy of your Form 1040 […]
Customer Retention Metrics You Need to Know

Customer Retention Metrics You Need to Know Published: 4/30/2025 Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three retention metrics useful for every business owner. Retention rate. Most customer retention is measured over a set period of time, typically one year. To […]