Blog

Wow, this tax season has flown past like a bullet train. Thanks to you, our business has been hopping this year, and we don't take it for granted. Many Birmingham business owners have had a whole slew of new concerns this year, as a result of the implementation of the...

I would be remiss if I didn't let you "in" a little bit to say that this tax busy season has been particularly busy. Much of this is because of the steady stream of new clients calling, emailing and coming through our doors. But it's also because of the brand new...

I find myself playing a sort of funny role when I sit down to write these weekly posts. On one hand, I've discovered that one of my most critical roles to play with my referral partners and contacts is to encourage them in the face of all of the doom and gloom running...

Last week I encouraged you to take a hard look at the staff you're "running with", and whether they're helping you or not. And I mentioned that I'd be back with some counter-intuitive thinking about screening and interviewing potential employees who will actually help...

Have you ever read Michael Lewis' book The Big Short? It can be scary reading, even now, after the market has "recovered". Though the reality behind that recovery may not be very firm, as I suppose we are still discovering, even now, years later. But the book is a...

Last week, I talked about dumping your worries in the right place. Well, there's another thing to get rid of this week. I hate sitting down with a business owner who got in over their head with financing. Unfortunately, it's sometimes too late when I do -- and the...

You ever lie awake at night, thinking about your business? Yeah, me too. Tax season, especially, keeps me and my team running a little crazy, and the adrenaline of handling so many clients, and doing it well, sometimes lasts into the night for me. (Also, the...

Before I get to my business intel, you should know that the personal tax world was roiling late last week over some fraud detected from within TurboTax. Here is the story: https://onforb.es/1DNkQot Essentially, the makers of the software detected a level of fraud...

Well, our offices have officially started jumping. (Not literally, of course.) The IRS started accepting electronically-filed returns about two weeks ago, and we have already been working long hours to thoughtfully and thoroughly serve the clients with whom we've...

Well, this week I want to tell you a story, and it's one that will help take some stress off ye olde plate, for you and your business. There are more than a few lessons in this (old) story ... ... the importance of knowing "who to call" ... the amount of knowledge...

I have a few more questions for you today. Last week, I identified the six major mistakes made by local business owners ... and I'd like you to thoughtfully consider the questions I'm asking, and send me an email with YOUR answers. You don't have to email, of course...

I have some questions for you today. Running a business effectively, seeing it grow (or shrink), can be a time-consuming process, so I don't blame you for little mistakes you may have made along the way. But mistakes made out of improper planning -- well, I can't let...