Are Your Books Tax Ready?

We're halfway through February, which means Tax Season is literally right around the corner! 

There are many people who are willing to rush through all of their taxes so they can be done with it, however... that could be extremely detrimental. With their books not reconciled, they would be many deductions they would miss. Not to mention the misinformation that could potentially cost them thousands of dollars. 

 Are you in good hands for Tax Season? 

Stuck In a Pointless Meeting?

Majority of the accountants you'll ever meet will never want to interact with you, however there are a few accountants out there that claim to be "interactive". Those accountants that claim that will often read their clients the entire financial statement, from top to bottom like a robot.

Which doesn't give the business owner any important information about how their business is actually doing financially. This unfortunately happened to Jim (not his real name), who recently told us his story about his previous accountant that he dismissed.

Jim is a medical practitioner who owns his own practice, is looking for an accountant that provides accounting advice. Although he did sign up with an accountant that has a so-called "interactive" services he has been looking for, Jim soon realizes that his accountant is far from "interactive"...

Have You Talked to Your Accountant Recently?

This is Tim, he is an up-and-coming business owner with dreams and aspirations of being successful. He emails his accountant to see a copy of his financial statement as soon as possible... unfortunately for Tim, his accountant has ignored him.

Tim continues to contact his accountant despite being constantly ignored by him. He finally confronts him three days later to get a statement for his financial position. 

What could his accountant be hiding from him?

Oversold on Empty Promises?

Have you ever been bumped off from a flight? Paying for an airline that promises to have the best service only to have you ejected off due to you being a low priority to them. So much for flying friendly there.

Last year Mr. L (name withheld due to privacy) told us his story about he was oversold by a technology accounting company. Unfortunately, he was disappointed that he only got a fraction of the information he needed instead of what they promised.   

Mr. L went through serious repercussions and financial challenges as a result of misinformed information. When he learned about us, he made the move once he saw that we provided him with accurate financial performance and financial position. Now Mr. L can understand his numbers in less than 60 seconds.