Financial Resources & News

Value Triggers

Value Triggers What is a value trigger? These are the items in the business that contribute the most to the company’s success. These triggers may not be obvious items. As an example, an obvious item of value is revenue. Revenue shortages create difficulties so one...

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2020 Planning

2020 Planning This article is not about 20/20 vision. The focus is on the year 2020 and how to take a few steps to refine your business life. Most owners want more out of their business, and that “more” is not always money. Some want more time to enjoy their life,...

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KPIs and Why Do They Matter

KPIs and Why Do They Matter Key Performance Indicators (KPIs) are critical to monitor your progress. Typically, these are simple to set up to monitor. If they are not easy to set-up that is a sign your accounting software may need to be updated or more likely that you...

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House Tax Bill Released

On November 2, 2017, the House of Representatives released a draft tax reform bill titled the “Tax Cuts and Jobs Act.”  The bill would reduce individual and business tax rates, would modify or eliminate a variety of itemized deductions as well as repeal the estate and...

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2017 Year End Tax Planning

Tax Reform, IRS, Court Decisions, and More Add to Uncertainties at Year-End Year-end 2017 presents a unique set of challenges for taxpayers. At the top of the list are the uncertainties created by the possibilities within proposed tax reform legislation – what changes...

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Reduce the Cost of Your Employee Benefits

What is the easiest way to reduce the cost of your employee benefits? Take a second look at your Group Disability and Life Insurance. Most employers and insurance advisors concentrate their time on reducing the cost of health insurance. Health insurance requires an...

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