Financial Planning from the moment you open your doors… Talk to any small business owner and one of their least favorite tasks would likely be bookkeeping. If you aren’t an accountant, or don’t enjoy working with numbers, then bookkeeping definitely feels more like a...
What’s the Best Avenue for Your Business? It’s not uncommon for some of our clients to be confused over the difference between a CPA and a CFO. While they both have a hand in your company’s finances, the two roles are vastly different. Heartfelt CFO and Tax Services...
Dear Margo, I work in the competitive world of real estate investments, and I feel like other investors are growing at a faster rate than I am. A colleague in the industry recommended working with a bookkeeping service, but don’t they only help with payroll and tax...
It May Be Time For Software If you are manually managing the payroll of your expanding business, you and your Human Resources department should be ready for an influx of new paperwork. Frankly that’s an overwhelming burden to a lot of your team and opens the door to a...
Dear Margo, I recently started tweaking the payroll department at my business. One of the changes I plan on making is offering direct deposit to my employees. Is this going to save me any time or money? Or am I adding more to my workload? -Bryan The majority of...
Dear Margo, I’m a small business owner and I have been managing my own payroll. Are there any tips you might have for me as we approach the end of 2016?-Jamie Managing payroll at the end of the year can be rather overwhelming. There’s a lot of information you have to...
Why Comprehensive Financial Management Is Crucial for Your BusinessI’ve been where you are—navigating the ups and downs […]
