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How to Know When It’s Time for a CFO

According to the Small Business Administration, only about half of startups survive their first five years — and one reason why is a lack of a financial strategy. A Chief Financial Officer (CFO) plays a crucial role in overseeing a company’s finances and making strategic decisions that drive growth and success. But how do you…
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Are You Leveraging These Tax-Advantaged Strategies in 2024?

When it comes to managing your finances as a business owner or investor, understanding and leveraging tax-advantaged strategies can be a game-changer. As we approach this year’s tax season, we’re diving into tax-advantaged strategies to shed light on their importance, benefits, and practical applications. At SME, we know how crucial tax strategies are in shaping…
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Try These Tips to Streamline Your Personal Finances in 2024

As many of us are in the midst of tax planning, now is the perfect time to take a step back and reassess our personal financial strategies. Whether your goal is to pay off debt, save for a dream vacation, or simply gain a better understanding of your financial situation, streamlining your personal finances should…
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New year reminders from your accountant

As the new year unfolds, it’s a time of reflection and forward thinking, especially when it comes to your financial well-being. Whether you’re navigating the complexities of tax season or strategizing for business growth, the beginning of the year is an opportune time to adjust your financial compass. As your trusted accounting partners, we’re here…
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Take These Crucial Steps to Prepare Your Business for the New Year!

Another year has passed and a new one is just around the corner. As a business owner, you’re probably already reflecting on the past year and thinking about your financial goals for the upcoming one. If you’re ready to set your business up for success in the year ahead, our tax and accounting professionals have…
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Man and woman sit facing each other in chairs while the woman writes in a notebook.

Wrapping Up Finances for 2023 and Tax Season

We say it every December, but now is the perfect time to audit your finances and prepare for tax season. Follow these steps to start the new year with your best financial foot forward. Getting Ahead of Tax Season For small and medium businesses, give your tax professional plenty of time to sort through your…
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