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Creating Estimates in QuickBooksIt’s a good bet that you may need to create an estimate at some point if you sell products or services. These days it’s...
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Best Advice for Remote First CompaniesThe Virtual CPA Success Show: Episode 50 Coming off conferences around the state, our host and Director of...
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Are You Thinking About Buying a Franchise?If you’re thinking about buying a franchise, don’t forget to do your research before you invest. Generally, a successful...
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Is Your Small Business Still in Recovery Mode?Did you know that many small businesses are still in recovery mode as the pandemic hangs on? Many small businesses...
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Is It Time to Talk Finances with Your Elderly ParentsAs important as it is to talk about finances with your elderly parents, it’s not an easy task. In fact, most adult children avoid...
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UPDATE! - Tax Deductible PPP Loan ExpensesUpdate: PPP Loan Forgiveness Rules Recently, the Treasury Department and Small Business Administration (SBA)...
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7 Tips to Restore Your Financial Wellness7 Tips to help you restore your financial wellness You may or may not have made a New Year’s resolution of some sort....
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Attracting New Talent to Your BusinessEven in a pandemic it's important to find the right talent for your business. If you're having a problem finding and hiring...
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Deep Dive: Virtual CFO Client Ricochet GroupThe Virtual CPA Success Show: Episode 31 We are joined by Jody and Adam to talk to one of our clients. Casey Cobb of...
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Creating Product Records in QuickBooksQuickBooks...
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Reviewing Your Business Credit PolicyAs the year comes to an end, it’s time to review your business credit policy. This will give you the opportunity to make any...
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Summit CPA Group - Great Place to Work-Certified™ CompanySummit CPA Group is Great Place to Work-Certified™ for the 2nd time. Great Place to Work® is the global authority on...
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Out with the Old and In with the New!The New Year symbolizes new beginnings. It’s like writing a new book with 365 blank pages to fill up and you get to...
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Team Retreats: How to plan and prepareThe Virtual CPA Success Show: Episode 30 Today, we are joined by Zach Montroy of Navigate the Journey and Lillian Hocevar...
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Retirement Saving Tips for Small Business OwnersStarting a new business can be tough and a lot of hard work. You probably had to spend all or most of your savings and still had...
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Sending Our Wishes for a Very Merry Christmas!Our office will be closed today and will reopen on Monday, December 28th at our regular time so that we may enjoy...
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3 Ways to Receive Payments in QuickBooksQuickBooks offers 3 ways to record your customer payments, depending on the situation, and who doesn’t like to receive payments,...
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R&D Tax CreditThe Virtual CPA Success Show: Episode 29 We are joined by Jody Grunden and Dave Danic by special request. One of the most...
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Home office Tax deductions: What you need to knowWith the pandemic of 2020, many of those who are fortunate to still have a job may be working from home. So, you’re probably...
