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Demystifying Tax Planning for Small Business Owners

by | December 1, 2023 | Business Tips, Compliance | 0 Comments

Tax planning may sound complex, but for small business owners, it's a crucial aspect that can save you money and headaches. Let's break it down into simple terms and explore the questions you should be asking with the help of your CPA. What Your CPA Will Look At:...
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Beware of Scams: IRS Holds Off on ERC Claims Amidst Concerns

by | November 14, 2023 | Business Tips, Compliance, News | 0 Comments

If you are a business owner and haven’t heard of the term “ERC”, I’d like to join you under whatever rock you’ve found to block out the real world.  I feel like I’m constantly being bombarded with spam calls, emails, and advertisements online about how I’m “missing...
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Disaster Strikes: The IRS Reminds Us Why Documenting Financial Data is Crucial

by | October 20, 2023 | Business Tips, Compliance | 0 Comments

In the aftermath of a disaster, individuals and businesses are often left grappling with the destruction of essential documents and records. However, the IRS makes it clear: your burden of proof does not change just because documents are destroyed by an external...
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The Vital Role of Bookkeeping

by | October 6, 2023 | Compliance | 0 Comments

In the intricate world of taxes, there's a simple truth: good bookkeeping is your best friend. The recent case of Gobran v. Commissioner serves as a compelling reminder of why meticulous record-keeping is not just a chore, but a necessity for every business owner. The...
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Unlocking Success: 7 Common Key Performance Indicators for Small Businesses

by | September 15, 2023 | Business Tips | 0 Comments

Running a small business is like sailing a ship in uncharted waters. To ensure you're on the right course and headed towards success, you need a compass. In the world of business, that compass is known as Key Performance Indicators (KPIs). KPIs are essential metrics...
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Origin Story

by | Sep 7, 2022 |

Hey peeps!  Now that I’ve got the blog up and running, I figured I’d throw in a little background on me.  My name is Katie Amori Hanna and I’m the daughter of Joanne Baum, who is also well known in the community.  I’m a Walkersville native and graduated from...

New software, more value

by | Aug 22, 2022 |

The new client portal is amazing!  We can send your uncategorized transactions to the portal and then send you a text or email to go in and check them.  And guys, this portal is fully mobile optimized!  So, you can answer questions or leave notes to us from your phone or tablet.  Big game changer for you!

Coming soon…

by | Aug 18, 2022 |

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Katie Hanna

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