We recently had a client ask us why we need so much paperwork. Yes, we want you to keep receipts. In fact, all your business receipts. And we need copies of your insurance policies, paid invoices, statements, just about all the paper you accumulate in the course of doing business. Is it because we love...
“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt We’ve written about cash flow before; it’s the lifeblood of your business. Every business owner knows that cash is critical to their success, but almost none of them have a plan for managing it. There’s a name for that plan:...
We frequently talk to business owners about what their CPA does for them. Ninety percent of the time, the answer we get is, “they do my taxes.” That’s an essential service, but it’s just a fraction of the financial services your business needs. When you find the right partner, you can build a true relationship...
Most business owners have an attorney they trust with legal matters and a CPA they trust with financial matters. “But there are actually three essential relationships a business owner needs to succeed,” says Andrea Bone, CPA, founder and CEO of Accounting and Business Partners. “And most business owners only have two out of three.” The...
