The IRS Charged You Penalties During COVID. A Court Just Said That May Have Been Wrong.
What the Kwong ruling means for you and why the window to act is closing fast.
The Most Expensive Mistake Business Owners Make Before Hiring a Bookkeeper
Some of the most common conversations I have with prospective clients start in a similar place. They’ll say, “I just need someone to sit down with me and show me what I’m doing wrong.” Sometimes it’s, “I think I just need some bookkeeping cleanup.” Other times, it’s, “My previous bookkeeper is gone, or things aren’t […]
Why Busy Season Doesn’t Always Mean Stronger Profit
A full schedule feels like progress, with phones ringing, jobs lined up, and the team staying busy in a way that reflects what most business owners work toward. In many ways it is, but what tends to happen as volume increases is that attention shifts toward keeping up with demand, completing work, serving customers, and […]
Why Your Relationship With Your Tax Preparer Shouldn’t End With Filing Your Return
“I filed my taxes… so why do I still feel unsure?” I hear that a lot. Not necessarily because something went wrong. But because many feel something’s missing. You gathered your documents, handed everything over, filed the tax return, and either got a refund or paid what you owed. Technically, that’s the end of it. […]
5 KPIs Every Business Owner Should Be Tracking
5 KPIs Every Business Owner Should Be Tracking “Cash is coming in, but I still feel broke.” I’ve heard some version of this from business owners repeatedly over the years. Does this sound familiar? New orders are coming in, and employees are busy. Somehow, making payroll is still a struggle. Equipment needs get pushed off […]
Donation Changes Under OBBBA 2026: What Actually Matters
Donation Changes Under OBBBA 2026: What Actually Matters The One Big Beautiful Bill Act changed the rules on charitable deductions starting January 1, 2026. Some changes help everyday donors. Most create new considerations for high earners who itemize. Let me walk you through what’s changing so you can make informed decisions that align with your […]
Updated 1099 Rules Under the One Big Beautiful Bill Act: What Small Businesses Need to Know in 2026 and Beyond
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings some meaningful changes to small business and contractor tax reporting — including significant updates to 1099 information reporting requirements. These changes aim to simplify reporting for businesses and reduce the administrative burden of issuing IRS Forms 1099. Whether you’re a small business owner, a […]
The New 100% Manufacturing Facility Deduction: A Historic Tax Break You Don’t Want to Miss
If you’re planning to expand production, onshore operations, or modernize your facilities, the new 100% deduction for qualified production property may be the most important tax opportunity of the decade. Thanks to the OBBBA, manufacturers can now deduct the full cost of certain production-related real estate in the year it’s placed in service—instead of depreciating […]
Use the OBBBA Depreciation enhancements as a Year-end Planning Strategy: Write Off Equipment & other assets at 100%
Business owners, get ready: 100% bonus depreciation is back and stronger than ever, joined by a groundbreaking new deduction for manufacturing facilities (more on this provision later). But before you start writing off every new truck and computer, there are important details to remember. The Basics The OBBBA made three major moves on depreciation. This […]
Business Lessons from a Solo Trip: Trust Your Systems, Step Away
Of all my excuses for not taking the Upper Peninsula trip, “I can’t afford to be off-grid, I’m a solopreneur” felt the most legitimate. Unplugging was my biggest challenge. As a solopreneur, my business relies on me. But burning out helps no one. I had to create a system: notifying clients weeks in advance, setting […]
