Strategic planning. It’s a fancy way of saying, “How the heck do we get from where we are to where we want to be?” For many businesses, the answer feels like guessing during a multiple-choice test. That’s where fractional CFO services come in, armed with spreadsheets,...
Tax Strategy
Sales Tax Compliance Made Simple for E-Commerce Businesses
Jul 3, 2025 | eCommerce Accounting, eCommerce KPIs, Tax Strategy
Navigating sales tax compliance can feel like a daunting task for e-commerce business owners. With multiple states, differing tax laws, and constantly evolving regulations, it’s easy to see why many entrepreneurs struggle to stay ahead. That said, ensuring compliance...
Free Partnership and Personal Tax Preparation Checklists
Feb 27, 2025 | Tax Strategy
Make taxes less taxing with these simple tax preparation checklists. ✅ Say good-bye to last minute stress.✅ Get organized and streamline the filing process.✅ Ensure you're prepared to file your taxes.Whether you're a seasoned business operator or a first-time filer,...
Take Control of Tax Planning with Quarterly Payments.
Feb 13, 2025 | Tax Strategy
The tax deadline is upon us. Many business owners face the same questions: How did that tax payment sneak up on me again? And how am I going to manage cash flow to make the payment AND keep my business afloat? Here’s the good news: You don’t have to...
Preparing for Year-End Taxes: Essential Steps for Shopify Businesses
Feb 6, 2025 | Accounting, Tax Strategy
As the year draws to a close, Shopify store owners must shift their focus from sales and marketing to tax preparation. Proper year-end tax planning is crucial to ensure compliance with tax regulations, maximize deductions, and avoid penalties. Whether you are a...
A Beginner’s Guide to E-commerce Sales Tax Compliance for Businesses
Jan 21, 2025 | eCommerce Accounting, eCommerce KPIs, Tax Strategy
Navigating sales tax compliance can be overwhelming for e-commerce businesses, especially with the varying state rules and the complexities of online transactions. From understanding what sales tax is to determining when and how to collect it, staying compliant...
Preparing Your eCommerce Business for Tax Season: Essential Tips
Dec 30, 2024 | eCommerce KPIs, Tax Strategy
As tax season approaches, e-commerce business owners face the critical task of managing their financial records and ensuring compliance with tax laws. While often stressful, this annual process presents a valuable opportunity to evaluate your business's economic...
How to File a 1099-NEC Form for Vendors & Contractors?
Nov 26, 2024 | Tax Strategy
Filing taxes can be complex, especially when reporting payments made to independent contractors and vendors. As such, a business requires Form 1099-NEC as an important document that accounts for compliance with the Internal Revenue Service (IRS) and proper reporting...
The R&D Tax Credit: A Comprehensive Guide for Businesses
Nov 26, 2024 | Tax Strategy
Everyone secretly hopes for an easy way to avoid overpaying taxes. Yet, many are unaware that there are ways to overcome such obligations. A perfect example of this is the Research and Development (R&D) Tax Credit, a powerful tool for easing the burden of...
5 Things to Add to Your Business End-of-Year Checklist
Nov 26, 2024 | Accounting, Tax Strategy
At the end of the year, businesses must tie up loose ends and prepare for a fresh start. This is a period to reflect on achievements, address outstanding tasks, and set strategic goals for the coming year. One essential aspect of this process is creating a...