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From the firm: New year, new vision: Setting the tone for 2025

Make 2025 your best year yet with strategies for lasting success.

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Smart budgeting strategies for your small business

Get a handle on your finances with these no-nonsense budgeting strategies.

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Say goodbye to shoebox accounting; say hello to online portals

Discover how secure online portals can take your business from a cluttered mess to a streamlined success story.

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Taking the headache out of payroll: A small business guide

Learn how to master payroll with these simple and proven methods.

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Power up productivity with these essential tools

Boost your business efficiency with these must-have tools for getting more done.

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Life and living: A fresh start: Your guide to crushing the new year

Get simple, actionable steps to renew your business (and yourself!) in 2025.

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Mind flex: January brain freeze

Test your January knowledge with these cool facts about the first month of the year.

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Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

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New Pay Transparency Laws: Are You Ready?

2025 Pay Transparency Laws: What Small Businesses Need to Know If your business has fewer than 100 employees, upcoming pay transparency laws could sti...

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Beneficial Owner Reporting (BOI) Corporate Transparency Act (CTA)

This is intended only to give you a brief overview of Beneficial Owner Reporting under the Corporate Transparency Act.

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Setting Up a QSEHRA Plan

A QSEHRA allows small businesses to reimburse employees for medical expenses, including health insurance premiums, on a tax-free basis. Here's how to...

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Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactf...

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Top Year End Tax Strategies to Boost Your Business Bottom Line

As the year draws to a close, small business owners have a unique opportunity to implement strategies that can significantly reduce their tax liabilit...

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Essential Year-End Tax Moves You Can't Afford to Miss

As the year draws to a close, it's crucial to take stock of your financial situation and make strategic moves to minimize your tax liability.

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