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As the calendar turns toward December, businesses of every size face a critical administrative responsibility: year-end payroll. Preparing payroll correctly ensures compliance, prevents costly errors, and gives both employers and employees peace of mind heading into the new year. From… Read More
Blog
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Charitable Giving & Substantiation
When it comes to charitable giving and substantiation, understanding the IRS rules can make a major difference during tax season. Whether you’re donating cash, non-cash items, or contributing to a donor-advised fund, proper documentation is essential to ensure your contributions… Read More
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Year-End Tax Strategies for Businesses
As the year winds down, business owners are turning their attention to one critical task—tax planning. The last few months of the year are the perfect time to review finances, assess performance, and implement smart tax-saving measures. With the right… Read More
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Maryland Business Personal Property Returns
Running a business in Maryland comes with several administrative responsibilities, and one of them is filing your Maryland business personal property return. This annual requirement ensures that your company remains in good standing with the state and that your property… Read More
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Year-End QuickBooks Prep: A Step-by-Step Guide for Closing Projects, Managing Assets, and Checking Inventory
As the year draws to a close, businesses everywhere are gearing up for one of the most critical times in financial management — preparing their books for year-end. Proper year-end QuickBooks prep ensures accuracy, compliance, and smoother tax filing come… Read More
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KPI Spotlight: Pricing Analytics
Pricing analytics has become one of the most valuable tools for maximizing profitability and competitiveness. At its core, pricing analytics involves the systematic use of data to evaluate and improve pricing strategies. By analyzing how customers respond to price changes,… Read More
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Succession & Exit Planning for Service Businesses: Maximizing Value Through Smart Preparation
Running a service business takes years of dedication, expertise, and client relationships built on trust. But whether you’re planning to retire, sell, or transition ownership, your exit strategy should be as strategic as your operations. Succession and exit planning for… Read More
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Reviewing Your Business Plan Before Year-End
As the end of the year gets ever closer, many business owners shift their focus toward tax preparation, holiday sales, and planning for the new year. However, there’s another critical task to complete—reviewing your business plan. Your business plan isn’t… Read More
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Startup Equity 101: ISOs, NSOs, and RSUs
When you join or start a company, equity can be one of the most valuable parts of your compensation package. Understanding how stock options and restricted stock work isn’t just important for maximizing value—it’s essential for avoiding costly mistakes. In… Read More
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KPI Spotlight: Project/Client Profitability for Agencies
Client-based business success isn’t just about winning new business—it’s about making sure every project and relationship contributes positively to your bottom line. That’s where tracking project/client profitability becomes an essential KPI for agencies. This metric reveals whether your efforts are… Read More