The Basics Bookkeeping is the recording of the financial records of a business in an accounting or bookkeeping system. (For this article, these terms may Continue reading
Jonathan Carter, CPA, CMA, CPB
The Corporate Record Book
This blog post is for every business thinking of incorporating or newly incorporated, including the incorporated business that needs a complete corporate record book. Often, Continue reading
It’s year-end; should I spend my profit?
Updated November 2024 The quick answer is no; if you want to know why read on. Profit is good Many corporate business owners get to Continue reading
What to Do When Somebody Dies
Death is a traumatic time for friends and family. The next of kin, legal representative or executor has the added responsibility of dealing with the Continue reading
Pay Less Tax: Documentation Tools and Techniques
“Don’t make a mountain out of a molehill” – Unknown In our last article, we discussed the importance of documentation and what good documentation is. Continue reading
Pay Less Tax – The Importance of Documentation
“If it is not written down, it does not exist” – Philippe Kruchten One of the biggest challenges business owners face is keeping their information Continue reading
CPB Ignite 2022 Takeaways
This article is one attendee’s opinion about CPB Ignite 2022.
Bookkeeping & Taxes for Blockchain
This blog post will discuss bookkeeping and taxation issues for blockchain-based technologies such as cryptocurrencies. Full disclosure, this technical read is intended for accountants, bookkeepers, Continue reading
Business Cases for Blockchain
Cryptocurrency technology is something that all financial professionals need to understand at a basic level.
It’s Conference Season!
A lot of relationships begin at conferences that can become friendships and business partnerships in the future.