How Stay-at-Home Orders Change Money Habits

Posted on 05. Aug, 2020 by in Budget, Charitable Contributions, Charitable Giving, Managing Finances, Small Business Tips, Spending

The most fruitful periods of growth often happen when they are the least expected. Teachers and parents call them teachable moments. By reflecting on how you handle the situation, you can learn a lot about yourself. The disruption caused by this year’s pandemic is a massive teachable moment for all of us regarding money. Here […]

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Staying Organized Before and After Tax Time

Posted on 26. Mar, 2018 by in Bookkeeping Articles, Small Business Tips, Tax Updates

Organizing your tax records not only makes filing your tax return easier, it also helps you find the financial documents you need throughout the year. Whether you’ve already filed your tax return or are about to, here are some tips to get organized. Go with the flow (of your tax return) Try organizing your records […]

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6 Must Do’s When You Donate to Charity

Posted on 13. Nov, 2017 by in Bookkeeping Articles, Small Business Tips, Tax Updates

Donations are a great way to give to a deserving charity, and they also give back in the form of a tax deduction. Unfortunately, charitable donations are under scrutiny by the IRS, and many donations without adequate documentation are being rejected. Here are six things you need to do to ensure your charitable donation will […]

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