First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Orange County clients went through the wringer … others had their best year yet.From a personal standpoint, I...

 Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just...

Bar none, the most important asset in your Orange County business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case that...

Summer usually means slowing down — pool days, vacations, maybe catching the sunset from your deck after work. But as a business owner? It means managing staff vacations, trying to stay visible while your customers are mentally on vacation, planning ahead for Q3, and...

The end of the year, that is. That means that for your Orange County business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our...

 Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...

Before I dive into this week's topic, I have a special invite for you. A few months ago I came across statistics for identity theft in our country, and what I read troubled me deeply and spurred me to do something about it, culminating in the organization of our 2018...

 Key TakeawaysThe Partnership and S Corp tax filing deadline is Monday, March 16, 2026. These returns don’t calculate tax owed by the business. They generate Schedule K-1s for the owners. You cannot accurately file your personal return without your...

Just when we thought that the business-related news might slow down for Orange County business owners...Not only are unemployment numbers improving (much to the surprise and delight of the stock markets), but ...Congress passed, and the President has signed a bill...

The fall is here, and Labor Day is behind us.Like many of my Orange County business owner clients, chances are good that you might have taken things slower on Monday ... but the business never sleeps.You can't really take a vacation in the same way when you are where...