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Most business owners assume their books are fine. They’re getting reports, things seem to reconcile, and nobody has flagged a problem. But “fine” and “accurate” aren’t the same thing, and often, the difference shows up at the worst possible times. Clean books aren’t just an accounting standard. They’re the foundation

Having a proactive tax team in your corner is a significant advantage. But even the best tax strategy falls apart when life moves faster than the communication does. If you ended up with an unexpected tax bill this year, there’s a good chance something slipped through the cracks. Here are

Starting a business doesn’t require perfection, but it does require a solid foundation. Getting the basics in place early sets you up to operate cleanly, protect yourself, and focus on real client work. If you’re not sure where to start, here’s a practical startup checklist that applies to most businesses.

This month we sat down with Irene Middendorf from That 1 Painter of Denver & Aurora to learn more about her entrepreneurial journey and see how she’s growing her Denver painting company from brand new to a brand that people recognize. Time for a change Following two plus decades of

Most successful people have both a CPA and a wealth advisor. Few enjoy the benefits of having them work together as a coordinated team. An advisory blind spot What happens when your accountant and financial planner don’t know each other? Your wealth advisor builds an investment strategy without seeing your

I am excited to announce our new strategic alliance with Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and Barron’s Top 250 Private Wealth Management Teams for 2025. We believe reaching your financial goals doesn’t stop with tax savings. We have chosen an advisory-driven financial planning