On the Other Side of the Mic
I recently had the opportunity to be a guest on a podcast instead of my usual role as the host.
CFO Assessment Success Story
You’ve heard us talking about our CFO Assessment for some time now, so we thought we would share a success story with you about a client that came onboard in 2023.
As 2023 Comes to a Close…
Webinar at CPAacademy.org and NJCPA article “Year-End Planning: Setting Up Your Clients for a Smooth Tax Prep Process”.
PCIF Payment Card Interchange Fee Settlement
Did your business accept any Visa-or Mastercard-branded cards in the United States? You may be eligible to recover merchant fees!
Preparing for Tax Filings Does not Have to be Difficult
Do you stuff receipts, donation letters and other tax-related documents in boxes and plastic bags, then attempt to put your financial history together to prepare for your tax return?
Small Business Opportunities
I would like to bring the following two small business opportunities to your attention.
Ready or not, Here we Come!
Would you like to know more about which steps to take now in preparation for a smooth transition into 2023?
Twelve things that should be on your business list
What tools are you relying on to guide you through your business decisions?
Supporting Your Team as a Partner—Not a Vendor
When our clients engage CFO Your Way, they understand they are investing in their company’s future.
New CFO Your Way Team Member and 2022 Tax Preparation
Welcome to our newest team member and let’s make filing 2022 taxes less stressful.