Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and “tax season” is behind us. But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was. Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and (occasionally) painstaking process. Since … Read More

Ursula GarrettThank You For Making The 2019 Tax Season Our Best Ever

Tracking Your Key Business Metrics For Your Inland Empire Company

Oh, you thought that since March Madness is over that I wouldn’t shoehorn another metaphor? You thought wrongly. I’m here with some ideas for how you and your Inland Empire business should be “keeping score” today. (See what I did there? … um … because in sports you keep score? Alright. More coffee please.) But before I dive into that, … Read More

Ursula GarrettTracking Your Key Business Metrics For Your Inland Empire Company

How Inland Empire Business Owners Can Win The Day Through Micro Tasks

It’s April. And that means, well — it’s PROCRASTINATION season. Our phones are ringing off the hook, and our inboxes are clogged with Inland Empire people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the game. But just because you manage a Inland Empire business, that doesn’t mean you are … Read More

Ursula GarrettHow Inland Empire Business Owners Can Win The Day Through Micro Tasks

Outlining What Occurs During A Business Audit For Inland Empire Businesses

Our Inland Empire business owner clients come to us for lots of different reasons. Whether it’s merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners. But here’s something for which a few of our Inland Empire clients didn’t even realize they needed us … … Read More

Ursula GarrettOutlining What Occurs During A Business Audit For Inland Empire Businesses

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Inland Empire Company

That old adage isn’t actually accurate. In my line of work, I’m learning something that it would behoove you to also understand: Time is actually worth more than money. So many Inland Empire businesses have internalized this reality, and have built huge enterprises dedicated to the proposition that people are MORE than willing to pay to get back their time. … Read More

Ursula GarrettThree Key Reasons You Should Consider Offering Unlimited PTO For Your Inland Empire Company

Four Key Steps For Effective Customer Care By Ursula Garrett

As “customer service” goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Inland Empire businesses or organizations that have massively bungled the encounter. For instance, anyone who calls the IRS directly — instead of having someone like us handle it through the Practitioner Priority Line — can attest to how difficult it can be … Read More

Ursula GarrettFour Key Steps For Effective Customer Care By Ursula Garrett

Ursula Garrett’s Three Simple Steps Towards a Better Business Budget

It’s amazing — and scary — how many Inland Empire businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn’t include an accurate picture of ongoing growth, or the health of a business. Look — in addition to handling taxes and books on behalf of local business owners, we like to dig into the … Read More

Ursula GarrettUrsula Garrett’s Three Simple Steps Towards a Better Business Budget

How to Eliminate Workplace Gossip in Inland Empire Businesses

I’m going to step away from tax land today, and put on my business coaching hat. But don’t get me wrong — we are diligently working through many of our Inland Empire business owner client files and getting a significant thrill from being able to help so many of our business owner clients save a TON on their taxes this … Read More

Ursula GarrettHow to Eliminate Workplace Gossip in Inland Empire Businesses

Ursula Garrett’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it’s time to get started if you haven’t yet done so already. I’m here today with a large checklist that you can work from, understanding that every person’s situation is a little different. Every Inland … Read More

Ursula GarrettUrsula Garrett’s Updated Tax Preparation Checklist for 2019

If There’s Another Government Shutdown We’re Here To Help Your Inland Empire Business

You’re wise these days if you don’t pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown. Which is rough news for any poor schmoe out there who is trying to go it alone — especially Inland Empire … Read More

Ursula GarrettIf There’s Another Government Shutdown We’re Here To Help Your Inland Empire Business