Archived Newsletter Content, Planning Ahead- Tips & Advice

Planning Ahead – Small Business Tips & Advice: Befriend your CPA

Is your money working for you?

It is a perfect time to check in with everyone that advises you on how you spend your money (not at the mall, in business). Make sure that the full roster of advisors and providers, like your CPA, financial planner, lawyer, and insurance agent to have an updated picture of the state of your union. There may be money to save and spending to leverage that you just don’t know about. Tax benefits for certain hires, dropping rates on insurance policies, and competitive pricing on everything from credit card processing to your lease renewal.

Nobody likes to be the one who paid full price for the airline ticket when everyone else on the flight got it for half off with a coupon code.

Archived Newsletter Content, Planning Ahead- Tips & Advice

For people with more tasks than time