For Thousand Oaks Businesses and Families Looking for a Tax Professional They can Trust
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I have a feeling I know why you’re reading this right now.
We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
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Whether it’s IRS Representation for you or Tax Planning for Big Savings, our team is here for you and your family!
FOR SMALL BUSINESSES
We can help your business with “Hassle Free” Quickbooks, Reset your Quickbooks, “Part Time CFO” Services, and Accounting Done For You
Recent Posts
Solving Problems in Thousand Oaks, CA Businesses with Effective Solutions
There's this idea out there among many wannabe Thousand Oaks, CA business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...
Three Keys To Shorter Meetings For Your Business
Last week I wrote about working less and testing the 80/20 hypothesis for your Thousand Oaks, CA business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...
A Few More Common Marketing Mistakes Made By Businesses
Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...
Keeping Your Business Focused On Revenue Growth and Customer Retention
We've been talking about meetings, efficiency, and how Thousand Oaks, CA small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...
The Pareto Principle And Your Company’s Work Cycle
Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...
Marketing Tips for Small Business Owners
As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...
Why Price Reductions are Bad Positioning for (Almost) Any Business
Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...
The First Thing You Need To Do
Set it as your personal goal to increase (or start) your household money moving in these directions:
Let’s Talk About Your Business…
See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.
Tax Paperwork Checklist
These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...
I am giving a big shout out to Charleen Fariselli for coming to my bookkeeping rescue this morning. She was so generous with her time and solved an issue I was having with Quickbooks. I highly suggest you join her FB group - The Money Club with Accounting Made Accessible. Fellow entrepreneurs don't turn a blind eye to your accounting, I always feel empowered when I take charge of knowing my numbers!
Tiffany ScottAmazing!! Prompt in answering questions and available when needed. Explained the process throughly to reduce confusion. Yes- knowledgeable. She can take care of personal taxes as well as business taxes. She has handled our tax needs for years including multi state without fail. The ease of working with Charleen has been unmatched in my 30 years of preparing and submitting taxes.
Brian K.