Checklist and guideline of information needed for your taxes

It’s that time of year again—tax time!  Now is a great time to start gathering your information that is needed to prepare your tax return. Below, is a basic checklist of what items to keep in mind as you start the process of gathering information. This also includes what you may need when you meet with […]

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How can I plan for retirement?

It’s never too early to think about retirement and how to plan for it.  The biggest key is to sit down and ask yourself “where would I like to see myself financially during retirement and what kind of plans do I have?”  Below are a few steps that can help.  Set a goal.  Analyze your […]

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Equifax Data Breach and What You Should Know

On September 7, Equifax Inc. announced they had been hacked and as a result over 143 million Americans could be affected. They waited roughly 2 months to get this information to the public-Strike 1 Equifax. This incident occurred between May-June 2017, at which time the hackers were able to access not only credit card numbers, but social security […]

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Why should I outsource bookkeeping and/or payroll for my business?

As a business owner, you may often think you need to do it all in order to understand your business.  However, your biggest priority is most likely to generate income so your company stays afloat and grows. Oftentimes, day to day office tasks can bog owners down, taking valuable time away from working on their business. Outsourcing bookkeeping […]

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My Kids are Back In School and I Have Extra Money in My Checking Account- Now What? by Kim Paul

Can you believe it? Summer is over, school is back in session and once again our checking accounts can breathe because we’re no longer paying for daycare for the kids. Now what? Well, there are 3 very good options as to what to do with those extra funds. #1. Take that extra money and build […]

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