Developing Accountability And Measuring Key Numbers In Your Business

These were some of the firms who advertised during Tom Brady's first Super Bowl victory (with the Patriots) (thanks to Bloomberg's Jon Erlichman): AOL...

My Small Business Health Quiz In Charlotte (Part 2)

Let's start with a few of queries I've been hearing from our Charlotte small business clients about the second round of the PPP, as well as some of th...

Tax Issues For Charlotte Filers And The New Stimulus Update

The "American Rescue Plan" is now complete. There are also certain details about the latest stimulus package that our Charlotte clients should be awar...

Through A Parable, Sara F Gonzalez Discusses Patterns And Habits.

Last week I spoke about worry, and this week... well, summer is here, and as it gets hotter, some days I arrive into the workplace and find myself a l...

6 Steps To Getting Out Of Credit Card Debt Fast In Charlotte

When you're dealing with IRS debt, you may find that you're dealing with a slew of other financial issues. However, as I sat down to write this strate...

Using Effective Solutions to Solve Problems in Charlotte Businesses

Many would-be Charlotte business owners believe that in order to create a successful firm, they must come up with the next completely new idea. Shark ...

Financial Health Check For Families & Individuals On A 12-Point Scale

Here in Charlotte, we are currently fully immersed in our tax "off season." But, surprisingly, this is where we can genuinely make a difference on beh...

The Pareto Principle And The Work Cycle Of Your Company

When you're slogging through the summer and the weather is still hot, it's tempting to put the brakes on for the month of August until Labor Day arriv...

For Charlotte Taxpayers, A Basic Mid-year Tax Planning Method

This past weekend, I had the fortunate opportunity to attend an educational conference in Tucson, where it rained heavily and the weather was cooler. ...

3+ Reasons Why Charlotte Taxpayers Need To File An Amended Return

So, there you have it. You made it happen. We got it through the tax season without a hitch. Every year, I feel a great weight lift off my shoulders w...