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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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Recent Posts
Using an IRS Accountable Plan to Maximize Deductions for Your Thousand Oaks Business
Any of you business owners remember those halcyon days when you could "talk a little business" with somebody while traveling ... and then you got to write off the whole getaway on your taxes?Even if that ever really happened, that ain’t today. Now, the good folks at...
Thousand Oaks SMB Owners – Don’t Panic About The Business Supply Chains
Remember when the monster cargo ship Ever Given jammed the Suez Canal? After the Givenhad been stuck just five days, almost 400 other freighters were backed up waiting to pass through the Canal. Experts began predicting temporary shortages of everything from exercise...
Is The Employee Retention Tax Credit Right For Your Thousand Oaks Business?
There is a LOT of smoke emanating from Congress right now. As usual, with Congress, there are always rumors and mutterings -- what matters is what is actually signed into law.And we'll keep you up to date on what you might need to know.But speaking of Congressional...
Small Business Tax Credit Updates Thousand Oaks Owners Will Want to Consider
I wanted you to know about something that came across my desk the other day because it is potentially very good news...Not many are talking about this, but there have been some MAJOR new Economic Injury Disaster Loan (EIDL) program updates from the SBA...New $2...
Things To Consider Before Selling Your Thousand Oaks Business
You’ve put in the years, labored long days, sweat the bad times, and high-fived in the good as your business grew. Now, it looks like it’s time to step away into the next life stage, slay the next dragon. It’s time to sell. (You think.)Whether you’re headed to another...
Disaster Recovery Planning Your Thousand Oaks Small Business Probably Needs
The phone rings in the middle of the night and a voice says your office is on fire. Early on a long weekend, that old pipe in the back finally bursts and no one will see the water for days. Or suddenly the Weather Channel’s saying a hurricane is barreling in your...
Cloud Computing Benefits and Risks for Thousand Oaks Businesses to Consider
In the olden days, business owners kept track of their records by hand in the old reliable notebook or ledger. So what an innovation it must have seemed to move business information to a floppy disk that could plug into a computer.The disks got smaller (and a lot less...
Charleen Fariselli’s Latest Updates on Small Business Tax Deductions
One thing you can expect from me come rain or shine is to keep you in the loop on changes to all things tax-related. This week is no exception.There are some important changes to small business tax deductions rolling out, and not all deductions apply to all...
Ransomware Defense Steps to Protect Your Thousand Oaks Business’s Computer Systems
No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many business owners I've worked with don't fully address.Even if you work with your hands, and you're a sole practitioner (a contractor, a...
A Small Business Growth Strategy for Thousand Oaks Business Owners
We really loved watching the Olympic games the past few weeks. There was so much to see, be inspired by, and even something to learn about growing a small business.Yep, you read that right. Hear me out…It’s so hard to appreciate the amount of training and work that...
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.