Owner Run, Jacksonville based, we answer the phone

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How Local CPA Firms Can Boost Business by Building a Strong Digital Presence

This matters because most prospects will vet you quietly before they ever reach out, and 96% of prospects research firms online.
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Seven Form 990 Red Flags CPAs Should Not Ignore

A difference in wording is not necessarily a problem. Yet at the same time, a material change in purpose or activity may be.
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Stop Being the Highest-Paid Employee at Your Own Firm

Here is the ugly truth we need to address: you aren't raising your fees fast enough, and it is entirely because you are focused on the wrong things.
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5 Tips to Build a Healthy Money Mindset and Grow Your Finances

For busy households, consistency matters more than perfection because small wins stack up fast.
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Report Suggests 40% of Workers Have Used AI to Make Fake Expense Receipts

The report found that employees are using AI tools to commit expense fraud, and they’re using AI tools paid for by their employer to do so.
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4 Steps to Get Ahead of Higher Taxes

Most taxpayers do not proactively plan ahead on taxes for the next year. Having a CPA assist before the end of the year can result in a strategy to mi...
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Nearly Half of Gen Z Workers Say AI is Making Them Less Intelligent

A new report from GoTo found that nearly 40% of workers feel their overreliance on AI is eroding their skills and making them less intelligent, with 4...
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Summer Camps May Qualify for Dependent Care Tax Credit

The credit isn’t limited to just day care centers and other traditional childcare services.
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Sales Grew in April Despite High Gas Prices and Sustained Inflation

Total sales were up 6.07% year over year during the first four months of the year, and core sales were up 5.99%.
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Financial problem, Bankrupt or fail in business concept. White piggy bank with plastic adhesive bandages on wooden desk with dark copy space wall background.

Why Small Businesses Are Going Bankrupt—and How to Avoid It

To help small businesses survive during this current economic climate, a finance expert reveals the five cash-flow traps bankrupting small businesses...
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84% of SMB Owners Are Happy and Advancing With AI, Resilience and Autonomy

74% use AI tools at least monthly, with 58% saying AI has made them happier as business owners
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IRS Increases Foreign Earned Income Tax Breaks

In a new ruling, Notice 2026-25, 4/7/26, the IRS has bolstered a couple of tax breaks available to taxpayers working abroad.
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With Odds of a Recession Going Up, Here Are 5 Things Small Businesses Should Do Now

When a downturn hits, small businesses have the shortest runway and take the hardest hit. And that vulnerability is exactly what separates the busines...
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Cybersecurity Expert: Why Your Business Needs This One Thing That 62% of Companies Already Have

A cybersecurity expert explains why cyber insurance has become a must-have for modern businesses, with 62% of companies now having a policy in place.
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How Small Businesses Can Survive Soaring Oil Prices and Keep Customers

To help small businesses survive this sudden squeeze, a finance expert shares six ways to handle fuel hikes gracefully without losing customers.
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