Blog
Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Ask a CFO: What is an Accounting Consultant?
If you're a business owner making over $1M, you've probably outgrown your bookkeeper. You may even feel like your CPA…
Common SaaS Accounting Pitfalls and How to Avoid Them
Your product’s solid. Your MRR’s climbing. But your books? A mess. Even my lawn gets more regular attention. And it’s…Tax Strategy vs Compliance: What Your CPA Isn’t Telling You
Most business owners think they’re "covered" because they have a CPA. But here's the truth: CPAs don’t help you pay…Why Traditional Accounting for Professional Services Doesn’t Work, and How to Fix It
Professional service businesses operate differently and they should be accounted for differently. Law firms, digital agencies, consultancies, and private medical…
Charitable Remainder Annuity Trust (CRAT) Explained: Strategic Tax Planning with a Purpose
If you're sitting on appreciated assets like equity in a business, stock or real estate, and are thinking about the…
Form 8275: The IRS Form That Could Save You from a Six-Figure Penalty
Imagine bleeding six figures in cash over a single IRS penalty – money that should’ve stayed in your business, funding…The Augusta Rule Explained: Tax-Free Home Rentals for Business Owners
What if your business could pay you rent for using your own home—and neither you nor the IRS blinked? That’s…Material Participation Explained for Real Estate Investors
Why This Matters for High-Income Real Estate Investors Most high-net-worth investors are sitting on six or seven figures of suspended…
Advanced Tax Credits: What They Are & How To Use Them
For small and mid-sized enterprises (SMEs), reducing tax liability is crucial for maintaining profitability and reinvesting in growth. One of…
SECURE 2.0 Act in 2025: What Small Business Owners Need to Know
The SECURE 2.0 Act isn’t just a minor update – it’s a restructuring of how small businesses handle retirement benefits.…
Real Estate Professional Tax Status (REPS): Benefits & IRS Requirements
If you're serious about scaling your real estate investments and keeping more of what you earn, Real Estate Professional (REPS)…How the CFO’s Role is Changing in Modern Professional Services Firms
The following is an excerpt of an upcoming ebook From Expertise to Enterprise by Bennett Financials' founder, Aaron Bennett. This…
What Is the Profit First Method? A Cash Management System That Works
You’re working hard, but it feels like you’re not getting anywhere. You’re not sure if you’re making a profit or…Advanced Tax Planning Strategies for High-Net-Worth Individuals
For business owners and high-net-worth (HNW) investors, the tax code isn't just a compliance burden—it's one of the largest controllable…Advanced Tax Planning Strategies for Wealth Preservation and Growth
For business owners and high-net-worth individuals (HNWI) tax planning is not a compliance chore but a central driver of long-term…Advanced Tax Strategies for Mid-Sized Businesses: Unlocking Hidden Savings
Mid-sized businesses often find themselves in a tax planning gray area—too large for simplistic strategies yet not leveraging the sophisticated…
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