4 Steps to Fund the Retirement You Desire

The clock continues to tick. Your retirement is one year closer. You have time before December 31 to take these 4 steps to fund the retirement you desire. Here are four things to consider. 1. Establish Your 2021 Retirement Plan First, a question: As you read this, do you and your accountant [...]

By Sherry Tolbert|2021-11-15T21:29:09+00:00November 15th, 2021|Blog, Financial|0 Comments

What You Need to Know When Your Business has Employees in Multiple States

When you have plans to expand your business into multiple states, it’s always a reason to celebrate. When that expansion includes hiring new employees in the new location, there are a few payroll tax considerations to think about. Here’s what you need to know about multi-state payroll taxes. Tax Responsibilities for Employees in [...]

By Sherry Tolbert|2021-09-22T20:29:41+00:00September 22nd, 2021|Blog, Financial|0 Comments

Tax Considerations to Think About Before Expanding Your Sales Into a New State

When your business grows to the point where you can consider expanding into a new state, it’s time to pat yourself on the back. This is a major achievement that speaks to your hard work and success! Before you make your next big business move, it’s best to look at the tax implications of [...]

By Sherry Tolbert|2021-09-13T19:14:59+00:00September 13th, 2021|Blog, Financial|1 Comment

Eight Things You Need to Know About Multi-State Tax Filing

As an entrepreneur, nothing is better than reaching the point where you can expand your business. This is an exciting time, and it’s important to make the most of the expansion, especially if the business will be expanding into other states. Because tax filings vary from state to state, it’s easy to get lost [...]

By Sherry Tolbert|2021-09-01T19:16:20+00:00September 1st, 2021|Blog, Financial|3 Comments

The Three Types of Multi-State Reporting You Need To File

When considering expanding a business into multiple states, there are a lot of outcomes to forecast and decisions to make. Tax reporting probably isn’t the first thing that comes to mind, but something that is important, nonetheless to be sure you are covering your costs for this growth.  Although tax laws differ by state, [...]

By Sherry Tolbert|2021-09-01T19:14:27+00:00August 24th, 2021|Blog, Financial|1 Comment

Using Data to Make Real-Time Marketing Decisions

The real-time accounting model makes it easier to have hands-on management of your financial data. With a few key accounts, you can access data to make real-time marketing decisions that help you achieve your business goals. Not only do you meet your business goals, but you also come closer to living the life you’ve [...]

By Sherry Tolbert|2022-02-24T18:12:21+00:00July 9th, 2021|Blog, Financial|0 Comments

Setting Financial Expectations & Intentions to Get the Most Out of Your Business

As you finally start to enjoy the success of your business, it makes more and more sense to optimize that success by focusing on your finances. Believe it or not, it is actually quite easy to map out a plan that allows you to set financial expectations and intentions to really get the most [...]

By Sherry Tolbert|2021-11-10T17:01:06+00:00July 9th, 2021|Blog, Financial|0 Comments

100% Financial Confidence In Just 15 Minutes a Day

It’s sometimes second nature to push your business accounting to the back burner when you’re caught up in running your company. However, you can easily make the time to have the financial information you need at your fingertips. In fact, by using the right small business accounting setup, you can learn everything you need [...]

By Sherry Tolbert|2021-07-09T15:14:37+00:00June 21st, 2021|Blog, Financial|8 Comments

Set Your Business Financial Foundation With These Accounting Reports

Real-time bank accounts provide small business owners with an easy way to review their finances in just a few minutes each day. This first step provides a simplified Financial Foundation, allowing you to easily set up universal accounting reports and learn how to use them to drive profits. You no longer use a reactive [...]

By Sherry Tolbert|2021-07-09T15:12:01+00:00May 11th, 2021|Blog, Financial|2 Comments

Transitioning Your Business to Real-Time Accounting

A common mistake many business owners make is underestimating the power of real-time accounting. If you only deal with accounting at the end of the month, or worse, when something goes wrong, you’re doing what we call “bank balance accounting.”  Real-time accounting, on the other hand, provides day-to-day optics so you always understand your [...]

By Sherry Tolbert|2021-07-09T15:11:50+00:00May 7th, 2021|Blog, Financial|9 Comments
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