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Category Archives: Remote CFO

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  • Archive by category "Remote CFO"
10
Nov, 2022
2022 Last-Minute Year-End Tax Strategies for Marriage, Kids, and Family
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,News & Events,Remote CFO,Self-Employed,Women Owned Small Business

2022 Last-Minute Year-End Tax Strategies for Marriage, Kids, and Family

Dear Client: 

 

Are you thinking of getting married or divorced? If yes, consider December 31, 2022, in your tax planning.  

Here’s another planning question: Do you give money to family or friends (other than your children, who are subject … Read More

12
Apr, 2022
A couple considering a new accountant
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,News & Events,Remote CFO,Self-Employed,Women Owned Small Business

What To Look For In An Accountant

The truth is, it may take a few tries before you find a good accountant that is the right fit for you. Too many business owners and individuals spend years putting up with an accountant who may get the job … Read More

7
Apr, 2022
A couple considering hiring a new accountant
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,Remote CFO,Self-Employed,Women Owned Small Business

5 Signs It’s Time To Get A New Accountant

Relationships can be tricky, but the one you have with your accountant shouldn’t be. If you often find yourself feeling confused or frustrated with your current accountant, then it may be a sign to start looking for a new accountant. … Read More

22
Feb, 2022
Proactive Accountant for Taxes
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,Remote CFO,Self-Employed,Tax Changes,Women Owned Small Business

Why You Need a Proactive Accountant for Taxes

As your financial life becomes more complicated, the more you will benefit from a proactive accountant who can not only ensure your taxes are filed properly, but also help legally keep more of the money you earn over time. A … Read More

13
Jan, 2022
Preparing for small business tax season
Valerie McLaughlin Business,Financial Strategies,News & Events,Remote CFO,Self-Employed,Women Owned Small Business

How Small Businesses Can Prepare for Tax Season

There is always one season that everyone forgets – tax season. While it may seem like you have plenty of time to prepare, small business tax season sneaks up on many owners who often find themselves overwhelmed with the process. … Read More

29
Dec, 2021
Business owner planning small business strategies for upcoming year
Valerie McLaughlin Business,Financial Strategies,Remote CFO,Self-Employed,Women Owned Small Business

5 Ways To Financially Prepare Your Small Business For The Upcoming Year

Are you feeling overwhelmed with making sure your small business is financially ready for the new year? As the current year comes to a close, small business owners should be determining the necessary steps they need to establish for growing … Read More

10
Dec, 2021
Working to reduce your taxable income
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,News & Events,Remote CFO,Self-Employed,Tax Changes,Women Owned Small Business

Are Your Finances Ready for the New Year?

There are a number of financial and tax topics we review with clients as the end of the year approaches. There are considerations for both individuals and business owners that can minimize tax liability and/or reduce your taxable income for … Read More

1
Dec, 2021
Proactive tax planning by Emerald Financial Partners
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,IT Contractors,News & Events,Remote CFO,Self-Employed,Tax Changes

End of the Year Tax Planning

Small Business Owners – Time is Running Out for Proactive Tax Planning

While 2021 taxes aren’t due for months, there are some moves that need to happen before the year’s end to minimize your tax liability. Ideally, your accountant should … Read More

8
Nov, 2021
Finding the right business accountant relationship
Valerie McLaughlin Business,Financial Strategies,Individual Tax Prep,Real Estate Investors,Remote CFO,Self-Employed,Tax Changes,Uncategorized,Women Owned Small Business

Don’t Settle for a CPA that Doesn’t Add Value to Your Business

If you only hear from your accountant at tax time, you are likely settling for a business accountant relationship that is not serving you or your business well. Don’t think of your CPA as just a necessary expense required for … Read More

6
Aug, 2021
Valerie McLaughlin Business,Financial Strategies,News & Events,Remote CFO,Self-Employed,Women Owned Small Business

The Benefits of Hiring an Outsourced CFO for your Small Business

Small businesses can’t afford a full-time CFO, but nor do they need one. They need the higher-level expertise of a CFO only a few hours a week or even just a few hours a month. Businesses often have a lower-level … Read More

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