How to Achieve Your Retirement Goals with the 70-10-10-10 Rule for Budgeting

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Dallas Tax Strategy: Prepare For Retirement in 2021

How to Achieve Your Retirement Goals Planning for retirement can seem daunting, but with the right budgeting strategy, you can ensure a comfortable and financially secure future. One effective method to consider is the 70-10-10-10 rule, popularized by personal development legend Jim Rohn. This rule offers a simple yet powerful framework to manage your finances, allowing you to save and … Read More

Real Estate CPA: How Investing Can Help Save You Taxes

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Real Estate CPA: How Investing Can Help Save You Taxes

The Tax Cuts and Jobs Act has changed our finances and the profitability of investments. Much of the press coverage around the new rules has been on its drawbacks. However, some positive financial opportunities exist for those who educate themselves and act on new breaks. The new tax law both protects some crucial breaks and provides new ones. Some of … Read More

DFW CPA Summer Survival Tips

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DFW CPA Summer Survival Tips

Memorial Day is traditionally the beginning of the summer season, and for many small businesses, that means customers flocking through the doors. For others, it’s a slow time: Customers don’t come, clients don’t call. Whether you sell surfboards or snowboards, picnic baskets or Christmas baskets, the health of your small business may be directly related to the season. In fact, … Read More

Flower Mound Small Business Help: Summer Reading List

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Flower Mound Small Business Help: Summer Reading List

The right words of advice can get you closer to your goals. They can also inspire you to be a better leader. Josh Linkner, the author of the best-selling “The Road to Reinvention,” which urges businesses to go beyond the status quo for success shared this list of five books he would recommend to business leaders: 1. “Originals: How Non-Conformists Move the World” … Read More

Flower Mound Accountant: Celebrating Small Business Week

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What are the challenges that keep small businesses from doing more business? What can entrepreneurs, who already wear so many hats, do to overcome them? Reacting vs. thinking ahead Every business owner knows how important it is to stay on top of day-to-day operations, but survey results suggest “short-termism” is a common problem. Asurvey found that most small business owners … Read More

Dallas Business Advice: New Year’s Small Business Resolutions

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Dallas Business Advice: New Year's Small Business Resolutions

When January 1 comes, small business owners examine what happened during the past 12 months and decide to start fresh by making business financial resolutions. Resolutions are often easier said than done, however. Many of us have forgotten or dropped our individual New Year’s resolutions by Groundhog Day. Small business owners often vow to examine their operations from the past year … Read More

Flower Mound Tax: Holiday Small Business Boost

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Flower Mound Tax: Holiday Small Business Boost

It’s holiday season! Most of you probably won’t be celebrating all of the upcoming holidays, but collectively, your customers will, and they’re all opportunities to push out more sales. Now is the time to get organized. Here are nine things that you have to do now to be more memorable this holiday season. 1. Prepare your calendar Make sure that each … Read More

DFW Business Advice: Starting A Small Business Next Year?

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Dallas CPAs: Bringing Joy To Tax Time

As the end of 2017 approaches, aspiring entrepreneurs will reassess their situations and consider taking the plunge. It doesn’t happen overnight. Rather, it is a process. Here are some things to consider before taking that first step. Conduct thorough market research Before making any investments, conduct market research to determine if there really is an opportunity to turn the idea … Read More

Small Business Help: Boost Your Numbers This Fall

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Small Business Help: Boost Your Number This Fall

The weather is suddenly getting cooler. Leaves are changing color. Halloween decorations line the store shelves. Suddenly, business is picking up. Welcome to fall, the busiest, most hectic, and important time of the year for many small businesses. How will you make the most of the season in your small business? What’s So Important About Fall? Fall is the time … Read More