Pull Yourself Out of the Work Zone and into Your CPA’s Office
Despite the warm temperatures, if you look closely, you’ll see that some of the leaves are beginning to change colors and some are even falling. Soon, the air will catch up and cool down. With Labor Day over and the school busses on the streets, I’m...Separation of Business and Personal
A lot of new business owners commingle their personal finances with those of their businesses. That’s okay…if you’re a bookkeeper. If you’re not keeping categories and reconciling your bank accounts, it may prove difficult. A lot of stakeholders in...5 Ways to Plug the Slow Leaks in Your Finances
In my last article I talked about a service that takes your spare change and invests it for you. Today I’ll be talking about the opposite — things that steal your spare change. The biggest one is not canceling your unused subscriptions. They are like...Should I Buy or Should I Lease?
Of all the questions that baffle humanity, none is quite as mysterious and pressing as: Is it better to buy or lease a car? There are so many variables to consider, from your credit rating to where you live. Below I’ve listed some of them for you to consider. Leasing...IRA Cheat Sheet: Roth v. Traditional
I’m not a CPA, and when it comes to all the rules and regulations surrounding individual retirement accounts (IRAs), I know I’ve made the right career choice. Most people know that there are two types of IRAs called Traditional and Roth, but not much else. The...
Celebrating 23 years in business helping people stay financially organized
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