Category Archives: Financial

Over the past month I have walked several clients in to see the Loan Officer of a local bank to discuss how to plan the growth of their businesses. As business owners it is important to look ahead for not only the needs of the busy last quarter of the year, but also to your plans and projections for the coming year. Most small business owners are under the misconception that bank loans require a full business plan, with projections and a lot of other paperwork and documents. Don’t get me wrong, those things are needed for large loans and … Read More

It’s that time of year again. No, not the holly, jolly holiday time but the end of the year tax planning time! So what can you do to keep more of your hard earned dollars in your pocket and out of the IRS’s greedy hands? These ten tax tips might be a starting point. Always remember – be equal parts honest and aggressive, and you will be treating the IRS AND yourself ethically! (Be aware, these tips may not be appropriate for everyone – always get the advice of your tax professional for your individual situation.)

1. Hire your kids… Read More