For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

How to Eliminate Workplace Gossip in Central Florida Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Central Florida business owner client files and getting a significant thrill from being able to help so many of our...

Effectively Using Your Central Florida Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Central Florida business owner clients (like...

Jeannette Byrd’s Small Business Cash Flow Controls

... cash flow.Shoot, this is even true for any nonprofit of any kind of substance.And yes, my meticulous accountant's brain is kicked into high gear in this response, but you need somebody in your corner who is thinking about these things, or your Central Florida...

Effective Meetings Guidelines For Central Florida Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Central Florida business, and you need our help. Give us a call: (407)...

Strategizing Your Central Florida Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Central Florida business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Four Key Steps For Effective Customer Care By Jeannette Byrd

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Central Florida businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Can I Take the Section 199A Deduction For My Central Florida Business?

Lots of business owners have been contacting us of late, as we've developed a bit of a reputation around the Central Florida area for helping business owners save a bundle on their taxes.And many of the business owners in Central Florida that we've talked to have a...

Solving Problems in Central Florida Businesses with Effective Solutions

There's this idea out there among many wannabe Central Florida business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

The Simple ‘Why’ For Central Florida Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!