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Year-End Tax Moves for Business Owners: What to Do Before December 31, 2026
Most tax-saving moves have to happen before December 31. Here are eight year-end tax moves business owners should make in 2026, from retirement contributions to the new $2,000 1099 threshold.
Kendall Maccagnan
4 hours ago5 min read


How Do I Know If My Bookkeeper Is Doing a Good Job?
Not sure if your books are right? Use this 10-point checklist to review your bookkeeper's work, spot red flags, and know which questions to ask.
Kendall Maccagnan
1 day ago4 min read


Financial Planning for Business Owners: A Year-Round Checklist
A year-round financial planning checklist for business owners, from January tax prep to year-end planning, including key Florida deadlines like the May 1 annual report.
Kendall Maccagnan
Oct 224 min read


CPA, Financial Advisor, or Fractional CFO: Which Does a Business Owner Need?
A CPA handles your taxes, a financial advisor plans your personal finances, and a fractional CFO helps run your business finances. Here's how they compare and which one you need at each stage.
Kendall Maccagnan
Oct 215 min read


Why Is My Business Profitable but I Have No Cash?
If your business is profitable but your bank account is empty, the cash is tied up somewhere your P&L doesn't show. Here are the seven most common reasons and how to fix them.
Kendall Maccagnan
Oct 155 min read


How Much Does a Financial Advisor for Business Owners Cost?
Financial advisors typically charge a percentage of assets, an hourly rate, a one-time fee, or a retainer. Here's what each costs and what business owners should make sure their fee covers.
Kendall Maccagnan
Oct 147 min read
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