Insights
Is Your CPA Filing Taxes Based on Guesswork?
A client called me last week, confused. "My CPA just filed my 2025 personal tax return," she said. "But our business books aren't even done yet. We're still reconciling transactions and building out our financial statements. How did they file my personal return...
It’s Mid-Year: Why Now Is the Time to Start Tax Strategy
So many business owners are doing nothing about taxes in July. Tax season is over. They filed their returns in April (or got an extension), paid their bill, and moved on. Now they're focused on running the business through the end of the year. But if you're waiting...
The Hidden Danger of Cheap Offshore “CFO Services”
I got a sales call last week that made me realize how many business owners are at serious risk without knowing it. A company was pitching me on outsourcing bookkeeping and "CFO services" overseas, not to handle our own work, but to subcontract our clients' work...
When Your CPA Ghosts You: Why Communication Matters
You've had a question about your taxes for three weeks. You've sent two emails, and no response. You called once and got their voicemail. You left a message, but never heard back. Now it's getting urgent. You need an answer, but your CPA has completely disappeared....