For Small Businesses

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our accounting services second-to-none. As an experienced accounting team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Estate Planning For Southern Oregon Business Owners

We're rolling through busy season, and have begun to connect with many of our great Southern Oregon clients. Already wrapped a few very elegant tax returns (if I do say so myself).One of my favorite things about this time of year is connecting with all of you, and...

Four Key Steps For Effective Customer Care By Brian Manthe

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Southern Oregon businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

What Your Southern Oregon Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers a...

Brian Manthe’s 2019 Personal Income Tax Documents List

So yes ... you run a business.Which affords you some massive opportunities not available to Southern Oregon wage employees on your PERSONAL taxes (depending, of course, on how everything is set up for you).So that likely means that you have a couple different tax...

The Business Intelligence You Don’t Know That You Need For Your Southern Oregon Company

You might think that was a typo in the subject line ("pull", right?). Nope, that's just me being clever, because today I'm talking about POLLING your various stakeholders for fun and profit.Alright, yes. I should clearly stick to financial matters, and leave the puns...

The TCJA And What It Means For Your Southern Oregon Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

My Southern Oregon Small Business Health Quiz (Part 1)

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Legacy CPA) as more and more Southern Oregon business owners are touching base to get on our calendar for the next few weeks.Will you join them?If so, great. You know how to find us. Let us know if we...

The Simple ‘Why’ For Southern Oregon Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Mapping Out Your Southern Oregon Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a Southern Oregon business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are...

How Legacy CPA Plans to Make 2020 Our Best Year Ever

By the time you actually get to reading this, there is a very good chance that you're reading a voice from the last decade. 🙂 I make it a practice to prepare my posts to Southern Oregon clients and friends a few days in advance, and RIGHT NOW, it is still 2019.But...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!