Tax dealine is one week away

The 2019 individual income tax filing deadline is October 15th, just one week away. There is no further extension. This is it. If you have not yet filed your 2019 taxes, I recommend you do that as soon as possible. Most traditional tax firms are probably at capacity...

Overpaid taxes by $37,000

Are you still insisting on doing your own bookkeeping? We are in the middle of unraveling a tax mess for a client who did her own bookkeeping, Her revenue included duplicated invoices and payments so that her taxable income as reflected was 30% more than it should...

Reviewed your credit report lately?

When last did you review your credit report? Part of managing your money, is actively and purposefully managing your credit. We receive so many credit related questions from clients so this month we are welcoming Angela Bessard, CEO of Conquer your Credit, to our...

PPP Forgiveness coming soon

Have you submitted your PPP forgiveness paperwork yet? I have been waiting to see if Congress would waive paperwork and automatically forgive PPP loans that were below $150,000. Now this seems unlikely so time to start gathering documents for submission. The best...

Distributing profits ?

Today is officially the end of the 3rd quarter of 2020. Those of you who have embraced Profit First know that this is an exciting day. We get to distribute our quarterly profits. What are you doing with your 3rd quarter profits ? I am signing up with a health coach. I...

Share the THANK YOUs

As the business owner, I am complaints department for clients. I do however also enjoy the THANK YOU’s. I get cards and gifts from clients who thank me for the work that we do that has changed their lives. They qualified for a mortgage on their dream home, they...

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