The Myth “If my business is profitable, I won’t have cash flow problems.” Many small business owners believe profit automatically translates into cash in the bank. On paper, the logic seems simple: if sales exceed expenses, you should have money left over. But in practice, this belief can be dangerous.

The main difference between a bookkeeper and an accountant is that a bookkeeper manages the day-to-day recording of financial transactions, while an accountant uses that information to provide analysis, interpretation, and strategic guidance. Bookkeepers focus on accuracy and detail in financial records; accountants focus on compliance, reporting, and planning. In short: bookkeepers keep the books, accountants make sense of them.

When business owners talk about valuation, one term tends to dominate the conversation: EBITDA (Earnings Before Interest, Taxes,...

If you're a small business owner trying to understand your company’s financial health—or preparing for a valuation—you've likely come...

A group of medical professionals purchased a building with a state-of-the-art surgery center. We did a cost segregation study to lower taxes

A self-storage facility owner wanted to reduce taxes after a major expansion. We did a cost segregation study.

A home-based candle maker wanted to grow the business into a full-time venture and needed cash flow projections to secure a bank loan.

A fast-growing tech startup needed tax advice to optimize deductions, structure investments, and manage R&D tax credits. We helped.

An assisted living facility was looking for ways to reduce its tax burden and improve cash flows. We did a cost segregation study.

A custom furniture business struggled with cash shortages due to long production times. We helped make cash flow projections.

A specialty food manufacturer wanted to expand into national grocery chains but needed cash flow projections to secure a loan. We helped!

An independent film company needed to know if they could cover production costs of a new film. We helped with cash flow projections.

A franchise owner with six fast food restaurants wanted to reduce taxable income but increase cash flow. We helped with that.

A self-employed personal trainer needed help with tax preparation and struggling to do it all themselves. We helped with that.

A home-based catering business needed tax preparation assistance after a tax issue. We helped with that.

A real estate investor with an office building wanted to maximize depreciation deductions and save taxes. We helped with that.

A luxury hotel with a conference center needed a cost segregation study to maximize tax deductions after a large renovation. We helped.

A car dealership wanted to reduce taxable income and reinvest the savings into showroom upgrades. We helped with a cost segregation study.

The owner of a mixed-use commercial building wanted to maximize tax savings using a cost segregation study. We helped with that.

A medical spa offering aesthetic treatments needed bookkeeping support after struggling to use QuickBooks on their own. We helped with this.