What Your CPA Isn’t Doing For You (and 6 important questions to ask them NOW)
UPDATED for 2025 Do you have a CPA working for you? Maybe you believe that that fancy title and status guarantees that all of your accounting and tax-filing bases are covered. But I’ve been in the business long enough to know that there might be some things your CPA isn’t doing for you. The thing…
Read MoreAre You Avoiding Planning For Retirement? How To Start Planning For It Now (Without Freaking Out)
UPDATED for 2026 A few years back I started to think seriously about something that scares a lot of us big-time: planning for retirement. Now, It’s not like planning for retirement naturally comes up in conversation for people in their 20s and 30s. We definitely didn’t talk about growing up at my house. Money was a topic…
Read MoreIs Your Bookkeeper Stealing From You? 4 Red Flags (and how to prevent them)
UPDATED for 2026 Now, let’s be real. The odds that your bookkeeper is stealing from you are pretty low. If you take the time to properly vet all of your candidates, and keep high standards and internal controls, you should be OK. Still, there is always a chance that someone you thought you could trust…
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