When a business owner reviews their “financials”, they usually jump straight to the Income Statement and ignore the Balance Sheet.…
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Can I Take A Home Office Deduction?
So you’ve started your own business (hooray!) and want to know what deductions you are able to take. One of…

How Long Should I Keep My Business Documents?
3 Years Prospective employee job applications (even if they weren’t hired) Employee hiring records Employee FMLA records and all documentation…
by Brea Thomas

How Long Should I Keep My Personal Documents?
1 Year Paystubs Monthly bank and credit card statements Utility bills Receipts for minor purchases (once you’ve checked them against…
by Brea Thomas

Do I Need a Bookkeeper or a CPA?
People often ask, “What is the difference between a bookkeeper and a CPA?” While it is a bit of a…

What I Learned at MindBody Bold 2019
A few weeks ago, I had the pleasure of attending the MindBody BOLD conference in Anaheim. This is the fourth…
by Andy Smith