by PTF | 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...
by PTF | 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...
by PTF | Aug 31, 2021 | Business Services, Articles, 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...
by PTF | 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...
by PTF | Aug 27, 2021 | Tax Preparation, Articles
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...
Recent Comments