WHERE EVERY CLIENT COUNTS.

January 2026

1.5 How to Decide if You Need to Create a Business Plan

Create a Business Plan Many small businesses feel they must create a business plan. This may or may not be true, and there is nuance in this topic to Read more

1.4 How to Register a Federal EIN

How to Register a Federal EIN Not every business will register a Federal EIN (employer identification number). When you start to consider how to obtain a Federal EIN, you Read more

1.3 Register Your Business with Secretary of State

Register Your Business: Secretary of State To register your business, if you are a sole proprietor, you may not do this step. However, if you want a business name Read more

What Banks Look for in Your Books—and Why Messy Accounting Gets Loans Rejected

5 Bookkeeping Mistakes Banks Flag Immediately Business loan denied? Are you afraid this could happen to you? It is likely because your business’s financials have issues. DOn’t let this Read more

Incremental Sucess: How Small Actions Lead to Sustainable Business Growth

Sustainable Business Growth Starting a business might seem overwhelming, but it’s never too late to begin. The secret? Take incremental steps towards your goal of sustainable business growth. Even Read more

Leveraging Airbnb Profit – Case Study

Leveraging Airbnb Profit Through Data Airbnb profit seems straightforward, but knowing all the leverage you can get out of your data is important. Several years ago, we helped an Read more

1.2 How to Select the Legal Form of Business

Legal Form of Business Selecting your legal form of business is not as daunting as it may sound. I am not a lawyer, but I will describe how I Read more