For Small Businesses

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Instilling Financial Literacy For Kids In Scottsdale

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Filing Late On Taxes? You Might Actually Be Among Scottsdale’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

The Behavior Profile of Our Scottsdale Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Scottsdale business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

A Powerful Example of Tax Planning For Scottsdale, AZ Families And Individuals

It's wild to think that there are only four more months in 2019.As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes -- many do not look at, or even think about, their tax situation until...

3+ Reasons Why Scottsdale Taxpayers Might Need to File an Amended Return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Scottsdale office door on April 15th (the 17th this year -- er, the 18th, because of the IRS "issues"), I feel a huge weight lift off of my shoulders. Going home that day...

3 More Reasons Why More Scottsdale Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Scottsdale who trust us with their most sensitive financial details -- and we don't take that...

Solving Problems in Scottsdale Businesses with Effective Solutions

There's this idea out there among many wannabe Scottsdale business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!