Small Businesses

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.

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.

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.

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.

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.

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.

The IRS doesn't set a salary percentage for S corp owners. Learn how reasonable compensation works, what the IRS considers, and how to set a salary you can defend, including what Florida business owners should know about payroll taxes.

How much should you actually pay yourself from your business? Instead of relying on your bank balance or an arbitrary percentage, learn how to give every dollar a job and determine what your business can sustainably afford to pay you.

Want to transfer your business to your kids but they can’t afford to buy you out? Learn how a stock redemption may help fund family business succession.

Learn how Family Limited Partnerships can help business owners transfer ownership to family, retain control, and plan for taxes and succession.

Learn the difference between an asset sale and a stock sale, how each can affect taxes, and what Tampa Bay business owners should consider before selling.

Learn how an LLC, S corporation, C corporation, or sole proprietorship may affect your future business sale, taxes, and exit strategy. A guide for Tampa business owners.

Learn how business owners can build wealth outside their business through diversification, retirement accounts, taxable investing, and intentional cash flow planning.

Plan your Florida business exit with tax, valuation, and financial considerations that can help you understand what you may actually keep from a future sale.

Learn how quarterly estimated taxes work for small business owners, including who pays, safe harbor rules, due dates, and cash flow planning tips.

Learn proactive tax planning for small business owners, including S corp strategies, deductions, retirement plans, and year-round ways to reduce taxes.

Learn how to choose a financial advisor for small business owners who understands taxes, cash flow, investments, retirement planning, and business exits.

Learn how HVAC, plumbing, and electrical business owners can manage seasonal cash flow, build reserves, forecast expenses, control working capital, and prepare for slower months.

Learn how to price HVAC, plumbing, and electrical jobs using direct costs, fully burdened labor, overhead, and a target profit margin.

Learn how HVAC, plumbing, and electrical business owners can determine an appropriate salary, distributions, and total compensation without weakening business cash flow.