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Information & Filing Requirements Beneficial Ownership Information Report  The Corporate Transparency Act (CTA), enacted by Congress on Jan. 1, 2021, as part of the National Defense Authorization Act for Fiscal Year 2021, P.L. 116-283, introduces a filing requirement for many entities beginning in January 2024. The purpose of the CTA is to increase transparency about […]

We remain committed to supporting our local business community growth through our involvement with the Greater Heights Area Chamber of Commerce‘s annual scholarship program allows our CPA firm to contribute to the scholastic future of a deserving high school senior in our area. Donating to the program is one of the annual highlights for everyone […]

The joyful night began by honoring Mr. Gene Reynolds, the Chairman, with a mixer of martinis and cocktails before attending the big event! This year, the annual Chairman’s Gala crafted by the Greater Heights Area Chamber of Commerce focused on the theme of Shaken, Not Stirred, offering a James Bond feel. This night was filled with black […]

Our commitment to the Greater Heights Area Chamber of Commerce‘s annual scholarship program allows our CPA firm to contribute to the scholastic future of a deserving high school senior in our area. Donating to the program is one of the annual highlights for everyone on the team. Scholarships range in amounts and help the graduating students […]

The past year-and-a-half has seen its share of challenges navigating the pandemic and supporting our clients during two very unique tax seasons. We believe we have come out of this season stronger and more prepared to support our clients’ changing needs. As we reach the mid-way point of 2021, we would like to relay a […]

One of the benefits of using QuickBooks Online is that every month, Intuit releases new features and improvements. Business owners can take advantage of these enhancements to improve their use of QuickBooks Online and streamline processes to get more done in less time. While not every improvement is relevant for every user, we want to […]

Many of our clients use the QuickBooks accounting software platform to run their business. However, Xero has emerged as a true alternative that offers many great advantages for businesses. You can’t go wrong with either QuickBooks or Xero. There may just be certain aspects of Xero that are a better fit for your business. One […]

QuickBooks can be an incredibly helpful software tool to help your company manage, track, and make credit card payments. However, if your credit cards are not set up correctly in QuickBooks, this could create additional headaches trying to reconcile balances, keep track of transactions, meet payment deadlines, and produce accurate financial reports. Also, as the […]

Small business owners often approach our CPA firm looking to improve their use of QuickBooks Online or QuickBooks Desktop. Perhaps your version of QuickBooks wasn’t set up properly or there are re-occurring issues that seem to cause headaches every month. When our firm starts working with a business owner to address QuickBooks errors and other […]

Small business owners often overlook one important factor in the long-term success of their business: who will eventually take over the company? Perhaps you have in mind a family member, a key employee who has been groomed for your role, or a high potential employee who might be slightly off the radar. Regardless of who […]