Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Over the past year, QuickBooks Desktop users have heard a lot of mixed messages. Desktop was ending. Then it wasn’t. Some versions are supported, others aren’t, and many businesses are weighing a move to the cloud. Scammers love that kind of uncertainty. Your accounting software is connected to your bank accounts, your payroll, and your…
Most business owners think of bank reconciliation as a chore. Something to catch up on at the end of the month, or the end of the quarter, or when your accountant asks for it. But reconciliation is more than bookkeeping housekeeping. It’s what makes your numbers trustworthy. And trustworthy numbers, available when you need them,…
When clients decide to move their books to the cloud, the next question is which platform to choose. For most of our clients, it comes down to two: Xero and QuickBooks Online. At Bland Garvey, we recommend both. The right choice isn’t about which platform is better. It’s about which one fits the way you…
Intuit’s recent announcement about QuickBooks Desktop has raised a lot of questions. Some clients are relieved. Others are wondering whether they should still make a change. Below are the questions we hear most often about moving your books to the cloud. If you don’t see yours here, your advisor is always glad to talk it…
Most tax conversations happen in the context of a single year. How much income did you earn? What deductions do you have? How much do you owe? Those questions are important. But they can also create a narrow view of tax planning. Some of the most valuable tax strategies aren’t designed to reduce this year’s…
Many business owners assume tax planning is something they’ll need later. Maybe when revenue doubles. Maybe when they hire more employees. Maybe when the business becomes more complicated. Until then, good bookkeeping and filing an annual tax return seem sufficient. The problem is that tax planning isn’t triggered by the size of a business. It’s…
Most business owners don’t spend much time thinking about audits, reviews, or financial statement assurance. They’re focused on growing the business. They’re pursuing new customers, hiring employees, managing operations, and looking for the next opportunity. As long as the company is performing well, it’s easy to assume the financial side of the business is in…
Few words make business owners more uncomfortable than “audit.” For many people, the term immediately brings to mind IRS examinations, fraud investigations, or the assumption that someone is looking for problems. In reality, most business audits have nothing to do with any of those things. More often, audits are required because a lender, bonding company,…
Most people understand that buying something simply because it’s on sale doesn’t automatically save money. If you spend $300 on a jacket you didn’t need because it was marked down from $500, you didn’t save $500. You spent $300. Yet when taxes enter the conversation, many business owners think differently. A vehicle qualifies for a…
One of the most common things I hear from new clients is: “I wish my previous CPA had told me that.” Sometimes they’re talking about a tax strategy they discovered too late. Other times it’s a business decision that created unexpected consequences. Often, they’re frustrated because they feel like an opportunity was missed. While there…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
