Call today to learn how we may serve you

NEWS AND ARTICLES DESIGNED TO HELP YOU UNDERSTAND YOUR TAXES

Tax Planning & Financial Planning – Time is Now

Tax PlanningAs we approach the end of the year, so much is happening in our financial world. We have proposed tax legislation which, if passed, can impact decisions for 2017 as well as 2018. The question is “if it passes”. I have heard from a number of clients asking about the impact of the proposed

Categories : financial planning, Tax Planning
Posted by Joe Fragnoli
, ,
No Comments
Establish a Detailed and Executable Financial Plan

With only a few months until the holiday season, many of us are already preparing for the festivities that will occur soon. And with the traveling, holiday parties and gatherings around the corner, financial and tax planning is not at the top of many of our agendas.

While it may seem easy to simply put off your financial planning until next year and bundle it together along with your New Year’s

Categories : blog, financial planning
Posted by DigitalMarketing
, ,
No Comments
Tax Planning - Don't Wait Until December to Do Your Planning

As the end of the year 2017 approaches, it’s a perfect time to start considering of tax planning moves that will help lower your tax bill. Rather than wait until the end of December, when most people would rather be on a trip or enjoying the holiday festivities, it is best to get a head start on year-end planning to improve your chances of concluding matters by Dec. 31.

While there

Categories : blog, Tax Planning
Posted by DigitalMarketing
,
No Comments
Accounting services – Do What You do and Let the Professionals do the Bookkeeping

Accounting Services

Accounting Services

One of the keys to running a successful business is learning what you can let go of. Otherwise, involving yourself in every facet of it can make you less productive and less efficient on more crucial areas of your business. One of

Categories : Accounting/ Bookkeeping Services, Bookkeeping Services, small business, Start Up Business
Posted by Joe Fragnoli
, ,
No Comments
Financial Planning

You can’t manage what you can’t measure”, is an old management adage that still holds true today. Measuring what matters in your company is paramount in running a successful business, and cannot be ignored in today’s extremely challenging business environment.

There are different ways to measure business success. The most common type of measurement is usually based on cash-flow. That is, how much money is available at the end of an

Categories : blog, Business Planning
Posted by DigitalMarketing
, ,
No Comments
Seek a Tax Resolution Specialist

If you have a tax liability problem, your tax situation can spiral out of your control before you realize it has happened. If you owe the IRS more than what you can afford, and if you don’t act to resolve it right away, you can find yourself in major trouble.

Some people think that tax resolution is an easy task that requires little effort, but this couldn’t be further from the

Categories : blog, Tax, Tax resolutions
Posted by DigitalMarketing
, ,
No Comments
Business Plan

Business Plan

Business Plan – Your Blueprint to Business Success

Running a business without a business plan is like rock climbing blindfolded. Your chances of making it successfully to the top are slim. And the process will surely be a death-defying one. A business plan is a step-by-step guide to running

Categories : Business Consulting, Business Planning, financial planning, Marketing/ Business Development, small business, Start Up Business, Uncategorized
Posted by Joe Fragnoli
, , , ,
No Comments
Accounting Services

One of the best tools a business can utilize to know where it currently stands and where it needs to go to achieve its financial objectives and goals is the financial forecast.

What is a Financial Forecast?

For uninitiated, a financial forecast is a fiscal management tool that presents a systematic projection of expected actions your finance operation should take. Basically, creating a financial forecast is like plotting the route you

Categories : blog, Business Forecast
Posted by Joe Fragnoli
,
No Comments
Business Forecasting

Business Forecasting

Business Forecasting and Planning – Plan Before You Take Action!

I have been in business for more than 35 years. I have advised on more than 100 start-ups and have followed closely hundreds more. Probably the biggest mistake I have seen made by individuals considering starting a business is the failure to have a

Categories : business advisory services, Business Consulting, Business Forecast, Business Planning, small business, Start Up Business
Posted by Joe Fragnoli
, ,
No Comments

Business Planning – Do You Know Your KPI’s

Firm of the Future

Business Planning

Business planning, a generic term. Doesn’t say too much on the surface. So why are you reading about business planning?  You think your business is going okay. You are making good money and operations seem to be running smoothly. But, you feel operations could be better

Categories : business advisory services, Business Consulting, Business Management, Business Planning, small business, Start Up Business, Uncategorized
Posted by Joe Fragnoli
, , , ,
No Comments