Starting a business is like setting out on a road trip. You have the vision of your destination, maybe a GPS, and a big bag of snacks to keep you going. But without some essentials, that journey can get rocky fast. Just like you wouldn’t start a cross-country drive without checking your car’s oil or bringing a spare tire, I don’t recommend diving into business without some foundational pieces. My three absolute must-haves to start your business journey - a solid legal structure, accurate accounting records, and a smart cash management strategy. 

When it comes to managing money, it can feel like you’re at the mercy of an unforgiving force that only certain people know how to tame. The truth is you don’t need a finance degree or a crystal ball to be a good steward of your money. You just need a few solid strategies and a bit of patience... and maybe the occasional deep breath. Let’s talk about three key areas that are crucial to your financial life: debt, taxes, and investing.

Working with a CPA can feel like having a financial superhero on your team! If you want to make the most of this powerful partnership, it’s essential to come prepared. Here are four tips to help you get organized and ensure you maximize the value from the CPA-client relationship!

The virtual CPA is the modern CPA. Prioritizing my Virtual CPA services has given me the ability to work with so many amazing clients all over the country and provide them with the exceptional care they deserve. If you’re on the search for an accountant, there has never been a better time. Technology has provided you with ample choice in selecting the right expert for you.

The right accountant is qualified to do more than just accounting and taxes. Although that’s at the core of what we do, we are also equipped with the right set of skills to provide other essential services to meet our clients’ needs.

It is not a one size fit all. If you are looking to work with an accountant, or looking to switch accountants, it is important to ask the right questions to find the right one for you. Building a professional relationship with an accountant can be immensely advantageous to your overall financial success. These are five essential topics to work through during your consultations.