For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Southern Oregon business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

Outlining What Occurs During A Business Audit For Southern Oregon Businesses

Our Southern Oregon business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

The First Thing You Need To Do

Set it as your personal goal to increase (or start) your household money moving in these directions:

Building Your Career: For Southern Oregon Workers

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true.Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise.And you know what social media...

Brian Manthe’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Southern Oregon businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

Keeping Your Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how Southern Oregon small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural...

If There’s Another Government Shutdown We’re Here To Help Your Southern Oregon Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

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...

Resilience And Southern Oregon Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Southern Oregon business owners "make the switch" over to us, year after year. I know that you may have...

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!