Helpful Articles

Whether you are hiring your first employee or your 15th, it’s important to ensure that you are prepared before setting out to add your next team member. As a small business owner, you might not know where to begin with the hiring process, especially if you haven’t had experience in HR. If you’re in the […]

A few weeks ago, some of our team members traveled to Orlando, Florida for the Scaling New Heights conference. SNH is a multi-day event for Accountants and other Business Advisors that offers the largest tech expo for Accountants in the country and more than 100 unique education sessions. Over four days, our team attended classes […]

Bookkeeper, accountant, or CFO. Which does your business really need?  As a business owner, it’s important that you have solid financial professionals on your team. But before hiring, it’s critical to understand the role each of these professionals play and how they differ.  In this article, we break down the key roles and responsibilities for […]

Deciding if your business is ready to hire? Whether it’s hiring an additional person for your team or hiring your very first employee, ensuring that you’re hiring at the right time can be difficult to determine. Hire too early, and you may not have the cash flow you expected. This puts both you and your […]

Conducting a mid-year review of your business gives you an opportunity to objectively assess the current state of your business and implement any necessary changes. And now that Q2 is coming to an end, it is the time to prepare for and conduct your business’ mid-year review.  There are numerous benefits to conducting a mid-year […]

With the end of Q2 quickly approaching, now is the time to conduct a mid-year business review. Conducting a mid-year review for your business is highly beneficial because you’re able to objectively assess the progress of your business and have time to implement necessary changes for strong performance the second half of the year.  Having […]

Setting and tracking financial goals is a critical part of running a successful business. And a critical component of tracking those goals is defining and monitoring KPIs, or key performance indicators.  Because we know the value of regularly reviewing your business’s KPIs, we’re excited to offer a new service to our active clients as a […]

Payroll outsourcing has become increasingly popular among businesses of all sizes. With everything that goes into processing payroll, these processes can be time-consuming and stressful for business owners who are handling it themselves. When it comes to payroll outsourcing, you may be left with some questions. What does it mean to outsource your payroll? How […]