There are many of our clients for whom this time of year is like their version of the Super Bowl. Some businesses are earning 30-50% (or more) of their yearly revenue in this one month.Others ... well, this is a normal month -- except of course for all of the holiday...

This week marks the end of another tumultuous tax filing season.I can’t remember anything like it. With the last minute legislative changes, software update delays, and IRS service issues -- this very well might have been the most disrupted and difficult tax season in...

If you'll forgive me, I'm going to get pretty geeky today.You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh, I'm going to take you down a little rabbit hole today, yes I am.But first,...

Does the thought of paying rent to your s commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to operate your...

The overall economy is on a tear right now, but for some businesses, things don’t look so rosy. By the way, if that is you and your business (not so rosy), there are a multiplicity of grants, tax credits, and very favorable loans available -- though doing it properly...

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a business owner these days.Chief among those new concerns, however, should be...

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Thousand Oaks clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how...

As a small business owner, you’re no doubt fully aware of the importance of your business location. This is especially the case if you have a retail store or deliver a service where customers come to you -- you need a location with ease of access and foot traffic.Even...

So ... I'm not sure if you knew this.Apparently, running a business is expensive. And controlling costs can be daunting.But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest businesses are...

With all the floods, fires, hurricanes, and other events that happened in 2019, it turned out to have been a very expensive year for natural disasters.Then...2020 rolled in and said, “Wait until you see what I’ve got!”For decades, a little-known federal loan program...