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Keep up to date with what we’re up to, as well as, industry news, financial tips and more! Come back every Wednesday for new updates!
529 College Savings Plans

529 College Savings Plans

Two types of state 529 college savings plans let you invest tax-free With all the uncertainty the pandemic has meant for the college-bound, one thing is certain: College costs are going to increase. But there’s an easy way to protect against big bills down the road....

Simplified PPP Forgiveness Form

Simplified PPP Forgiveness Form

New PPP Forgiveness Application for Loans Under $50K The Small Business Administration has released a new simplified PPP forgiveness form this week. Companies that borrowed $50,000 or less can now complete a one-page form that skips some calculations that made earlier...

Latest PPP Forgiveness News

Latest PPP Forgiveness News

The latest PPP forgiveness news reports some bankers advising borrowers to wait on applying for PPP loan forgiveness. Also, many banks are still readying their digital PPP forgiveness application process. And finally, the Internal Revenue issued a statement on whether lenders should report PPP forgiveness to the IRS.

Our Favorite Holiday!

Our Favorite Holiday!

Celebrating Jeri's Birthday Friday the 21st we observed our favorite holiday, which means celebrating Jeri's birthday! The birthday girl was celebrating her (garbled) brthday - you'd never guess it, would you? A yummy Mexican lunch was followed by the official...

Clumsy Accountant or Conspiracy?

Clumsy Accountant or Conspiracy?

NHL Fans Say Clumsy Accountant May Actually Be Part of Draft Conspiracy Was he just a clumsy accountant ? Or was he in fact part of conspiracy to give the No.1 pick in the NHL draft to the New York Rangers? Some disgruntled hockey fans say the latter. Eight teams were...

Our First Going Away Party, For Janna

Our First Going Away Party, For Janna

So Long After three years of being apart of an amazing company, I'm saddened to leave. Jeri has given me one of the biggest opportunities of my life for professional growth. Not only that, but she gave me a pretty rad going away party with good food and great company....

A Second Stimulus Check?

A Second Stimulus Check?

Another Stimulus Check? Now that we are in July, a discussion of another round stimulus check has been circulating. Remember, back in June, Congress hinted that talks of another check would have to wait until July. What Changes We Might See? An extension of...

Happy 30th Birthday Taryn!

Happy 30th Birthday Taryn!

Celebrating The Birthday Of Taryn An upgrade from our last quarantine birthday celebration, this time we got to go out! Taryn decided on Aslan as our destination. Nothing says small business accountant like going out and supporting one of our local restaurants. While...

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