Books Blog / Financial Education & Resources (5)

How to Determine Who Receives a 1099

When it comes to 1099s, many business owners find themselves in a guessing game, wondering what exactly the rules and requirements are. This is a dangerous game to play because...

Are You Paying Yourself Properly?

9 MIN READ As a business owner, you have a lot of responsibilities. Often times, especially in the early stages of your business, you’re both rowing the boat and steering the...

Employee versus Independent Contractor: What's the Difference?

5 MIN READ Employer misclassification of their employees as independent contractors is a widespread problem in the United States. The IRS estimates that employers have...

8 Bookkeeping Bad Habits to Kick to the Curb

*Estimated Read Time: 9 1/2 Minutes Being a business owner is hard work. You’re constantly working to grow your client base, market your services, finetune the work you do, adjust...

How Financial Advisors Should Prepare for Tax Season

Tax season is a busy time for advisors and their clients. You may be checking in with people, helping them get organized, and connecting with their CPA. However, just because...

Common Bookkeeping Mistakes Made by Financial Advisors

Financial advisors are well-versed in the art of holistic financial planning and investment management. But what happens when it comes to their own bookkeeping? Often times,...

Why Outsource Your Bookkeeping?

It’s not a secret that as a financial advisor, you are incredibly busy. Running a business is time consuming in itself, and that’s before you add up all of the hours you spend...