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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
Blog
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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
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Year-End Tax Planning Checklist for Businesses
The end of the year is still a ways off, but business owners have a golden opportunity to take proactive steps that can lower their tax liability and set the stage for a stronger financial year ahead. Year-end tax planning… Read More
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Q4 Readiness: Year-End Tax Planning Starts Now
As Q4 unfolds, businesses should be doing more than reviewing annual performance reports or planning holiday promotions. Year-end tax planning is a crucial step to protect your bottom line, minimize tax liabilities, and position your company for a stronger start… Read More
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QuickBooks Cleanup: Bank Recs, Opening Balances & Common Fixes
When your QuickBooks file becomes cluttered with errors, outdated entries, or incomplete reconciliations, financial reporting can quickly spiral out of control. A structured QuickBooks cleanup process not only restores accuracy, but also helps you catch issues before they turn into… Read More