With our nation celebrating its 245th birthday on Sunday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about:Are you achieving the independence you wanted in your business?As you know,...

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...

Until further notice.This is a busy, fearful and unprecedented time of the year for all of us. We are in your corner, even still.Due to the Coronavirus Pandemic, our office has stopped seeing clients face to face, until further notice. We will continue to accept...

Our Orange County 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...

I'm going to take a moment to address those of you who might NOT be using our services thus far. There's a word or two for current Orange County clients here as well, but allow me to explain.You see, sometimes, you just know you need to make a change, but the timing...

It's Monday the 20th, as I put this together, and many of our Orange County clients and friends are gearing up for a very different kind of holiday week.I'm very aware that while the holidays are a time of joy for many, they are just as often a time of pain for a...

A few things are grabbing my attention this week. The first being that the tax extension deadline has passed. That’s a big relief for my office, and perhaps for yours too. I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza....

2020 has been ... something.Maybe, if we're all fortunate, the SpaceX launch will be the best thing to come out of this season.Because there is simply pain all around right now. I said this in another place, but it's overwhelming, as someone who has to communicate to...

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of Orange...

With all of the extra year-end bookkeeping and tax matters your business is trying to tackle right now, a social media storm is the last thing you need/want to deal with. But it's sadly the sort of thing that will not go away by itself. And how to deal with...