Resources

5 Ways to Reduce Your Risk of an IRS Audit

5 Ways to Reduce Your Risk of an IRS Audit

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 always random. In many cases, they're...

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

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

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 financial expert by your side:​    ...

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How to Maximize Your Tax Savings with the Home Office Deduction

How to Maximize Your Tax Savings with the Home Office Deduction

If you’re working from home like many professionals today, you might be missing out on a major tax savings opportunity: the home office deduction. I’ve seen firsthand how understanding and correctly claiming this deduction can make a significant difference in your tax savings. 📉🏡 Navigating the...

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Maximizing Tax Savings with Ongoing CFO Services

Maximizing Tax Savings with Ongoing CFO Services

If you’re like many business owners, you might find yourself frustrated each tax season, wondering why you’re not maximizing your tax savings and paying more to the IRS than you expected. Trust me, you’re not alone. Many of us face the same challenge due to a lack of a proactive tax plan. 📉💸 I’ve...

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Simplify Your Business Finances with Proactive CFO Services

Simplify Your Business Finances with Proactive CFO Services

As a business owner, I know firsthand how overwhelming bookkeeping, accounting, and tax planning can be. It’s a common dilemma: you recognize the need to get your finances in order, but you’re torn between hiring a full-time bookkeeper or managing everything on your own. 🤔💼 From my own experience...

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