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.

Brian Manthe’s Keys For Empowering Your Employees For Advancement

You can either train your Southern Oregon employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you)...

Brian’s thoughts on Employee Incentives for Small Business Owners

We work with lots of Southern Oregon area businesses here, and as a result, I get a little crash course in my clients' business practices. It's a fantastic crash course for me and my team.And since I'm in the financial trenches with so many of them, I see lots of ways...

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...

Email Marketing Strategies That Southern Oregon Businesses Should Avoid

I get a lot of replies and personal comments about the emails that I send out, both to our business owners (like you), and to our family/individual clients.So I thought I'd offer my quick thoughts to you as to why I do this, and open our kimono a little. I'm certainly...

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...

The New Stimulus Bill Has Huge Impacts For Southern Oregon Businesses

Some huge news is happening for Southern Oregon business owners, that I'm sure you've heard rumors about, so I wanted to reach out to you quickly with some first-blush details.I also wanted to offer this:If you have business associates or friends who need help...

Influence and Leadership In The Digital Age by Brian Manthe

Here's a truth that some Southern Oregon entrepreneur-types HATE to acknowledge: uptight accountants are a useful bunch.One of the things we really like, btw, is getting AHEAD of the game for our Southern Oregon clients.Which, regardless of your entity structure,...

Solving Problems in Southern Oregon Businesses with Effective Solutions

There's this idea out there among many wannabe Southern Oregon business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

The Three Kinds of Customers For Southern Oregon Businesses

Bar none, the most important asset in your Southern Oregon business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case...

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!