August Newsletter
Jeff McLeod Jeff McLeod

August Newsletter

There’s been a flood of information online about the new tax changes and the latest bill making headlines. While it's tempting to act on what you see on social media or hear in forums, we always recommend checking in with your CPA or trusted tax professional before making any decisions. They can give you advice tailored to your business and ensure you're on the right track.

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Smart Tips for Picking a Business Credit Card
Jeff McLeod Jeff McLeod

Smart Tips for Picking a Business Credit Card

A business credit card should support your operations and financial goals. The right card can help you manage cash flow, earn rewards, and simplify your business spending, but not all cards offer the same benefits.

Here are a several key things to look for:

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Business Income-Related Red Flags
Jeff McLeod Jeff McLeod

Business Income-Related Red Flags

Nobody wants a surprise letter from the IRS. And when it comes to your business income, there are a few red flags that could draw attention even if you’re not doing anything wrong. Here are some of the most common income-related red flags we see and how to avoid them:

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Thinking About Switching Accounting Software?
Jeff McLeod Jeff McLeod

Thinking About Switching Accounting Software?

If you’ve been feeling frustrated every time you open your accounting software, you’re not alone! One of the questions we hear often is: "How do I know if it's time to switch accounting platforms?"

Here are a few signs it might be time:

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