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Stop Mixing Business and Personal Finances: 5 Steps to Clean It Up

Stop Mixing Business and Personal Finances: 5 Steps to Clean It Up

by Michael Suarez | Apr 24, 2025 | CFO and Tax Services, SEO Blog

It starts innocently enough. You’re at Office Depot grabbing printer ink for your business, and toss a few school supplies for the kids into the cart. You swipe your personal debit card because it’s easier and promise yourself you’ll sort it out later. Or maybe your...
5 Ways to Reduce Your Risk of an IRS Audit

5 Ways to Reduce Your Risk of an IRS Audit

by Michael Suarez | Apr 17, 2025 | CFO and Tax Services, SEO Blog

As a tax strategist and CFO for real estate professionals, I see it all too often: talented business owners working hard, growing their businesses—but still constantly looking over their shoulder during tax season. Here’s the truth: IRS audits aren’t...
Struggling with Cash Flow and High Taxes? Here’s How Real Estate Professionals Can Take Control

Struggling with Cash Flow and High Taxes? Here’s How Real Estate Professionals Can Take Control

by Michael Suarez | Apr 10, 2025 | CFO and Tax Services, SEO Blog

As a tax strategist and CFO for real estate professionals, I see it all too often: talented business owners working hard, growing their businesses, but still feeling stuck. Cash flow is tight, taxes feel overwhelming, and the stress is real. Here’s the truth: it...
Cash Flow Cleanup or Revenue Recharge? Reframing Your Financial Review

Cash Flow Cleanup or Revenue Recharge? Reframing Your Financial Review

by Michael Suarez | Apr 3, 2025 | CFO and Tax Services, SEO Blog, Uncategorized

Would You Rather Block Off Time for a “Cash Flow Cleanup” or a “Revenue Recharge”? One sounds like a chore, the other like a business boost. (Spoiler alert: they’re the same thing.) Many business owners avoid financial reviews because they feel...
The Hidden Costs of Skipping a Bookkeeper, Accountant, or CFO

The Hidden Costs of Skipping a Bookkeeper, Accountant, or CFO

by Michael Suarez | Mar 27, 2025 | CFO and Tax Services, SEO Blog

Navigating the financial landscape of your business can feel overwhelming. It’s tempting to handle it all yourself, but without professional guidance, you might be unknowingly leaving money on the table. Let’s break down the real costs of not having a...
Streamline Your Operations with Outsourced Accounting Services

Streamline Your Operations with Outsourced Accounting Services

by Margo Marsi | Feb 14, 2024 | CFO and Tax Services, SEO Blog

Streamline Your Operations with Outsourced Accounting Services – As times are changing rapidly, businesses are now looking for efficient and effective ways of not only having a running business but to compete with the rest in the market. Not only does a small...
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