I’ve been fixated on the issue of small CPA firm profitability for a few months now—ever since I took the time to really dig into the … [Read more...] about Small CPA Firm Profitability
Benchmarking Small Business Revenues and Profits
Benchmarking small business revenues and profits often delivers big insights into a firm's health and prospects. Benchmarking revenues, for … [Read more...] about Benchmarking Small Business Revenues and Profits
Income Tax Buckets Not Income Tax Brackets
Are you ever confused about how income tax brackets work? Lots of people are. And for those people, I have an idea. Don’t think about income tax … [Read more...] about Income Tax Buckets Not Income Tax Brackets
Should You Use QuickBooks Self-Employed?
Should you use QuickBooks Self-employed? It’s a great question to ask if you run a small business and you’re wondering which version of QuickBooks to … [Read more...] about Should You Use QuickBooks Self-Employed?
Eleven Profit Building Technology Tools
This blog post talks about eleven profit building technology tools we're using in our CPA firm. But let me explain why I'm posting this. Because … [Read more...] about Eleven Profit Building Technology Tools
Entrepreneurs as Active Investors
After I did the first couple of blog posts about insights I’d gleaned from David Swensen’s wonderful book, “Pioneering Portfolio Management,” I … [Read more...] about Entrepreneurs as Active Investors
Successful Active Investor Tips from David Swensen
Are you interested in becoming a successful active investor? No, I know. You don’t want to admit you’re thinking this way. Most people know the … [Read more...] about Successful Active Investor Tips from David Swensen
Bear Market Survival Tactics: Ideas from David Swensen’s Book
An awkward topic: Are you looking for or thinking about bear market survival tactics? No, I know. You're right. We probably can't time the market. … [Read more...] about Bear Market Survival Tactics: Ideas from David Swensen’s Book
The Million Dollar S Corporation Mistake
Bad or erroneous tax advice costs small business owners in all sorts of ways. But deciding not to run a successful small business as an S corporation … [Read more...] about The Million Dollar S Corporation Mistake
S Corporation Paperwork Problems
Right before New Year’s Eve, a tax court vaporized an S corporation and its shareholder due to what might only amount to poor S corporation … [Read more...] about S Corporation Paperwork Problems