If the IRS Is Wrong, Are You Still on the Hook?
July 20, 2026
A June 2026 federal watchdog report highlights a real concern for taxpayers: IRS walk-in staff gave incorrect tax-law answers in nearly half of the visits
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Trump Accounts: A New Way To Jump‑Start Your Child’s Financial Future
July 7, 2026
If you’ve heard the news about “Trump Accounts” and wondered what it means for your family, you’re not alone. Parents, grandparents, and business owners are
5 Misconceptions About What Fractional CFOs Do
July 7, 2026
Written by Brian Keyser | Fractional CFO If you’ve heard of fractional CFO services but aren’t sure if they apply to you, you’re not alone.
How to Build a Business That Sells Itself
July 7, 2026
Written by Brian Keyser | Fractional CFO Most business owners start thinking about an exit too late. By the time you’re ready to sell, the
What Business Owners Need to Know About Exit Planning (And Profit)
June 15, 2026
If you missed our Exit & Profit: Silver Tsunami Seminar, here’s what was covered. Keep reading for some key takeaways from the event. Building a
What to Do When a Big Client Doesn’t Renew (Before It Happens)
June 10, 2026
Written by Brian Keyser | Director of CFO Services What to Do When a Big Client Doesn’t Renew (Before It Happens) Most business owners know
New Court Case May Affect Certain Federal Tax Deadlines
June 9, 2026
A recent federal court case may open the door for some taxpayers to recover IRS penalties and interest from the COVID-19 period—but time may be
When Growth Hides the Leak: What We Fixed For a Growing Contractor
May 20, 2026
Written by Brian Keyser | Director of CFO Services Here’s something I see all the time in construction: a company is growing, revenue is up,
The Hidden HSA “Tax Bomb” Your Heirs Could Inherit
May 19, 2026
Written by Andrew Bertz, CPA Most business owners love health savings accounts (HSAs) for the triple tax benefit: pre-tax contributions, tax-free growth, and tax-free withdrawals
Revenue vs. Cash Flow: Why Banks Care About One and Not the Other
May 12, 2026
There is a version of this story that plays out in banks constantly. A business owner walks in with revenue trending up, sales looking healthy,
Nevada Contractor License Delays Are Catching Contractors Off Guard
May 7, 2026
“We need a CPA-prepared reviewed or audited financial statement.” That is the message many contractors are unexpectedly receiving from the Nevada State Contractors Board after
Get Funded: Key Takeaways from the Bank Loan Readiness Seminar
May 1, 2026
Co-hosted by Anthem and People’s Bank, here’s what every business owner should know before walking into a bank. It’s not about revenue. It’s about readiness.