Category Archives: Uncategorized
Lafayette Professionals Group Meeting May 1st, 2019, 5:30pm
UncategorizedOne thing is certain … CHANGE! Change is always happening; but now with more velocity than ever. We invite you to learn about changes in the law, fraud protection and the local and national economy at a presentation hosted by Mechanics Bank and Lafayette Professionals Group. Changes Join us at Mechanics Bank, 3640 Mt. Diablo […]
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Personal financial budgeting
Accounting Budgeting Consulting Credit history Financial Statements Strategies Taxes UncategorizedWe all have heard these: “Money doesn’t grow on trees.” “Save money for a rainy day.” “Failing to plan is planning to fail.” However, about ⅔ of Americans do not budget. Many live paycheck to paycheck. Financial stress often spills into relationships and family life. Budgeting is about intentional spending and mindful living. Budgeting […]
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New Tax Law – Are “Meals” and “Entertainment” Still Deductible?
Accounting Business Management CFO Consulting Financial Statements Strategies Taxes UncategorizedIn the tax reform bill Congress approved last December, entertainment, amusement, or recreation or any expenses with respect to such a facility do not qualify for a tax deduction. Where does this leave “meals”? I have received many questions asking if meals are still deductible. Companies’ Holiday Parties: 100% Deductible Employee Only / Holiday Parties […]
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CFOs & CPAs Work in Synergy to Optimize Tax Strategies and Savings
Accounting Business Management CFO Consulting Strategies Taxes UncategorizedMaximizing tax savings for a company and its owner requires teamwork between both its CFO and CPA, each contributing different perspectives, skills, and functions. However, many business owners believe that they do not need a Chief Financial Officer (CFO) when they have a tax CPA. There is good reason for this confusion as some CFOs […]
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How to Convert Accounting Systems Successfully – Steps, Precautions, and Preparation
Accounting Business Management CFO Consulting UncategorizedAs with all business systems, accounting software and systems become outdated and inappropriate for a company’s growing needs. There is always a great deal of excitement and anxiety when implementing a new accounting package. Throughout my career I have been involved with many system conversions. Time and time again these conversions often seem to be […]
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