Blog Archives

Building Good Accounting Habits

Here is a new video I just created to help my clients and others build good accounting habits. Please give it a view and a like if you feel. Thanks.

Posted in Uncategorized

Here’s why good accounting makes good sense

This article was written by an acquaintance of mine who also wrote on of my favorite books, The reckoning. In the article, it is proposed that Greece, an entire country about to file bankruptcy, is going to do so

Posted in Auditing, professional bookkeeping, The real numbers

How Tax Returns Work

Here is a new video I just created explaining how tax returns work.  I hope you find it helpful.

Posted in Tax season

how to make your phone ring

i’ve been invited by the SBA to talk in September and on the topic of how to make your phone ring. The irony for me is that the only reason I’m even talking is because I had a problem getting

Posted in marketing

why two sets of books are essential

in the literal sense, keeping two sets of books is illegal according to the IRS. But the truth to that, and the reality of that are not the same thing. Your tax reporting forms are set up for the IRS

Posted in Uncategorized

4 Hurdles in Business

Hurdle 1.  Make your first dollar.  Until then, your business is just a hobby. Hurdle 2.  Make enough money to cover your personal bills.  Until then, your business is a business on the side. Hurdle 3.  Make enough money to

Posted in Uncategorized

Document and Information Security

In the mortgage business, it’s extremely important to manage your document security and information security.  According to the GLBA (an act which requires a written policy on security protocols), you can never ever send something with a social security number

Posted in management, professional bookkeeping

thoroughness and accuracy versus cost

whenever I work with the client, it’s essential to find out whether it is a thorough and accurate job they are looking for, or whatever can be done for a certain price. Obviously the more thorough and accurate I have

Posted in Auditing, Getting caught up, professional bookkeeping

what has little value to you

it’s a basic laws of economics, on the whole, we exchange things of lesser value for things of greater value. When we pay for something which we want, that thing needs to have greater value than the price we pay.

Posted in Uncategorized

quarterly filings coming up

if your quarterly filer with the Department of revenue, and you have about two weeks left before the deadline. Most people calculate this wrong when they do it themselves. just getting the correct numbers to use for your sales tax,

Posted in professional bookkeeping, quarterly dor filing, Tax season, The real numbers