Archives for January 2025

What are your goals for your Southeastern FL business this year? I’m going to assume filing your taxes on time is already on your list. For the financial well-being of your business, that needs to be one of your top priorities right now.  And the IRS has just announced: Tax season starts on January 27th. Which makes right now the most crucial time to strategically optimize your tax return. Schedule your… Read More

Trust, I would argue, is the most important pillar in my relationship with my Southeastern FL clients. Your financials aren’t to be taken lightly. When it comes time to put them in someone else’s hands, you have to know that those hands won’t falter. And after the recent Bench Accounting closure, I wouldn’t blame you if your trust is somewhat shaken. On December 27th, Bench Accounting abruptly announced its closure –… Read More

We’ve made it to the 2024 finish line. For my final blog of the year, I want to focus on something that will help frame your mindset for 2025. But before I do, let me give you YET ANOTHER UPDATE on the ever-flip-flopping BOI reporting requirements.  The BOI reporting deadline was declared null earlier this month when an injunction was placed on the Corporate Transparency Act requirement. Then, in a sneaky… Read More

Be honest – on a scale of 1-10, how “merry and bright” do you feel this holiday season? The holidays can bring a lot of pressure to feel a certain level of happiness. But maybe this is a hard season for you – you’re stressed from being stretched thin financially, or you’re missing a loved one who is no longer near.  Like any other external event, the holidays themselves can’t guarantee… Read More