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.

Leading Through Change In Your Central Florida Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

Lemonade Stands And A New Selling Strategy For Central Florida Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Central Florida business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a...

Why Soft Skills Are The Future For The Central Florida Workforce

We work with many Central Florida business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a...

The Role Of The Central Florida Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

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...

Marketing Tactics that Lead to Business Growth, by Jeannette Byrd

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

Three Key Reasons You Should Consider Offering Unlimited PTO For Your Central Florida Company

That old adage isn't actually accurate. In my line of work, I'm learning something that it would behoove you to also understand:Time is actually worth more than money.So many Central Florida businesses have internalized this reality, and have built huge enterprises...

Central Florida Businesses Should Focus Less On Sales Pitch And More On Adding Value

This summer has been rough. Our culture seems to be fraying around the edges (if not worse), and even if you are successful at staying focused on what's most important for you, your family, and your business, it's difficult not to be troubled at some level by 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...

Establishing Clear Pricing For Your Central Florida Customers

Last week, we had a little "mid-year pep talk."After a good locker room session, it's good to enter Q3 and Q4 with a solid gameplan. And a solid gameplan, of course, means good plays.As it relates to your Central Florida business, we're talking about the actual...

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!