FREE INFORMATIONAL SERIES

I'll be speaking for the Moving Seniors Forward informational series presentation on Thursday evening October 19th 6pm at the Janss Marketplace in Thousand Oaks. Come join me to hear this great information and enjoy the food and entertainment. Let me know if you can come! Hope to see you there! … [Read more...]

MANAGING YOUR BUSINESS FOR GROWTH

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BUSINESS GROWTH MANAGEMENT Identifying the ability to grow and making this growth happen is every business owner’s goal.  This desired growth will usually occur by following 3 main steps: Upgrade marketing efforts Project the company’s required needs to properly accommodate the larger … [Read more...]

Looking through Auditor and Lender’s glasses

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THE STORY A BALANCE SHEET TELLS:LOOKING THROUGH AUDITOR AND LENDER’S GLASSES Lenders and Auditors pay attention to the Business Balance Sheet. The Balance Sheet tells the story of your business from the beginning to the current day. The Profit & Loss statement is where your tax liabilities … [Read more...]

RICH LIKE A ROCK STAR

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FINANCIAL RUIN ROCK STAR STYLE You may not make millions of dollars in your lifetime, but you certainly can learn a few financial lessons from these once-rich, now not-so-rich Rock Stars. HOW TO BE RICH LIKE A ROCK STAR: Say Yes To Everyone Generosity, though well intentioned, can cost … [Read more...]

How to Make Money

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2014 Tax Planning - Goal Setting How to Make Money Four basic steps can help you produce income with your Product or Service. 1)      Monetize your idea – Bring it to the market place where you can make cash by selling it to customers.  Prepare the idea (either product or service) for sales. … [Read more...]

TAX PLANNING & YEAR END REVIEW

KEY TO SUCCESS

With a YEAR END TAX PLANNING AND ACCOUNTING REVIEW we can project this year’s Income Tax Results allowing enough time to make positive and meaningful adjustments before year end results are reported. We can suggest and help implement a variety of TAX SAVING techniques for your benefit. We work with … [Read more...]

Year End Tax Saving Tips

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Year End Tax Saving Tips As the year comes to a close, there are several tax saving strategies that could possibly help save you money when you prepare your tax return. Please note that these tax saving strategies will not apply to everyone and there are many other options not listed in this … [Read more...]