The four levers of cash flow 💸

The four levers of cash flow 💸 I won an award 😊🎉 (and I’m gonna brag about it for the next few weeks 😋) – CPA Practice Advisor 40 under 40 The most common cash flow wisdom is to accelerate cash inflows and delay cash...

A (relatively) simple tax review for year-end

A (relatively) simple tax review for year-end Pre-script: these are topics I discuss with year-round tax retainer clients during their year-end tax checkup. If you’re a tax retainer client reading this, expect an email to schedule your call in a few weeks. If...