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Enjoy the holidays (without your business falling apart)
Let's be honest: small business owners don't really "shut down" for the holidays. They just shift into a lower gear while secretly checking their phones under the dinner table. But this year, let's aim for something radical—enjoy the holidays without spiraling into a panic about what's happening at the office. The "out of office" message that actually works Forget the boring "I'm away" auto-reply. Try something like: "I'm celebrating the holidays with family and checking emai
Matthew Kidd, CPA, PFS
Nov 102 min read
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How to avoid the year-end tax scramble
Every year, the story plays out the same way for countless business owners. December arrives, and suddenly there's a frantic scramble to understand the tax bill, a desperate search for receipts that have long since faded, and a sinking feeling that opportunities have slipped through their fingers. But it doesn't have to be this way. Effective tax planning isn't just an annual obligation—it's a strategic roadmap that can transform your entire business year. Think quarterly, n
Matthew Kidd, CPA, PFS
Nov 102 min read
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From the firm: Year-end opportunities
As we approach the close of another year, we want to thank you for trusting us to support your business success. The year-end period brings both challenges and opportunities—from tax planning to team building to setting your business up for a strong start in the new year. This edition of our magazine addresses the topics we know are top of mind for you right now. We begin with practical strategies to maximize your year-end tax position and avoid the scramble that often accomp
Matthew Kidd, CPA, PFS
Nov 101 min read
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