The Blog

You might think that was a typo in the subject line (“pull”, right?). Nope, that’s just me being clever, because today I’m talking about POLLING your various stakeholders for fun and profit. Alright, yes. I should clearly stick to financial matters, and leave the puns to the creative types. But really — for the sake of the health of your … Read More

Hopefully, you aren’t too locked into national news, stock market jitters, trade wars, etc. As a Inland Empire business owner you’ve gotta keep your head in your own particular game. But you must know this: with all the gloom out there, our mutual customers are looking for solace and for ports in the storm of everyday life. So here’s a … Read More

Tax season is over. Just like the North Pole elves in the Will Ferrell classic, Elf, perhaps your team could use a brief moment of celebration before getting back to work? Although it’s a relief now, remember that tax season isn’t a one-time occasion. The decisions you make all year affect your April filing. On that note, you know I … Read More

We work with many Inland Empire business owners, so that means that the April 15th deadline doesn’t carry quite the same “relief” that it does for many firms who work primarily with individual tax returns. Which is one of the reasons why you still see me posting a strategy note here this week. Another reason is that word on the … Read More

If you were a client of ours this tax season, you’re probably feeling fine about your tax return. But on the chance that you were not … we’ve helped many Inland Empire business owners “make the switch” over to us, year after year. I know that you may have established a rhythm with your current provider (even if it’s not … Read More

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

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

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

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

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