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Customers Paying Late? How to Create Statements

Customers Paying Late? How to Create Statements

by Dave Hooper | Sep 3, 2021 | Financial Reporting, Resource

Customers Paying Late? How to Create Statements There are many ways to encourage delinquent customers to pay. QuickBooks Online’s statements may be effective for you. After the year-plus you’ve just experienced, the last thing your small business needs is customers...
Entrepreneur Success Story: How Canva Reached a $15 Billion Evaluation and Made Its Young Founders Billionaires

Entrepreneur Success Story: How Canva Reached a $15 Billion Evaluation and Made Its Young Founders Billionaires

by Dave Hooper | Sep 1, 2021 | Articles, News

Entrepreneur Success Story: How Canva Reached a $15 Billion Evaluation and Made Its Young Founders Billionaires Human beings are visual learners – they always have been, and they always will be. A big part of this has to do with the way that the human brain...
How Can You Save a Business After the Owner Dies?

How Can You Save a Business After the Owner Dies?

by Dave Hooper | Aug 31, 2021 | Articles, Business Services, Planning Services

How Can You Save a Business After the Owner Dies? When you’re in the midst of building or growing a business, the last thing on your mind is what happens if the owner suddenly dies. If the business was established as a partnership and the surviving partner has equity...
Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts

Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts

by Dave Hooper | Aug 29, 2021 | Individuals, Planning Services, Resource

Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts We’ve all heard the term “the rich get richer.” According to a report released from ProPublica, it turns out that one of the ways that truism is...
How Long Should You Keep Old Tax Records?

How Long Should You Keep Old Tax Records?

by Dave Hooper | Aug 27, 2021 | Articles, Tax Preparation

How Long Should You Keep Old Tax Records?   Article Highlights: The general statute: 3 years Longer durations in some states Fraud, failure to file and other issues that extend the statute’s duration Keeping the actual return Ordering copies of previously filed...
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Recent Posts

  • Customers Paying Late? How to Create Statements
  • Entrepreneur Success Story: How Canva Reached a $15 Billion Evaluation and Made Its Young Founders Billionaires
  • How Can You Save a Business After the Owner Dies?
  • Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts
  • How Long Should You Keep Old Tax Records?

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      Customers Paying Late? How to Create Statements
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      Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts
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      How Long Should You Keep Old Tax Records?

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