Blog

Evaluating Your Louisville Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my Louisville clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts have...

A Trusted Louisville Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course ... Thanksgiving.Sorry to poke my accountant's green shades into all...

The “Profit First” Framework for Louisville Businesses

You might have heard the term "profit first accounting" buzzing around Louisville business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

Kevin Roberts’ Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my Louisville clientele, there is a particular privilege that might kick in this week:The parent tax.If you have children, what better way to teach...

Email Marketing Strategies That Louisville 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...

Kevin Roberts’ Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure.Fall has a way of running along faster than we realize.It's kind of like our financial picture: things can change REAL fast, and before you...

Roberts’ Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow...Weather is a close second to "life" in terms of unpredictability.So I think that means two things:You should always carry an umbrella.Your life insurance policy should be clear and...

Optimizing Productive Time for You and Your Louisville Team

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff ?If you're like the rest of us: quite a few times -- and maybe "most of the...

Four Non-Bank Options for Small Business Financing

When many people start a business, they do so using their own resources and funds. And there can be great wisdom to this ... retaining control, a more lucrative exit, etc.But it also puts your own personal resources on the line, and there are greater risks, as well as...

Total Cost of College for Louisville Folks

Yes, there is chaos in the political world. Since it's not related to our vocation around here, I'll withhold comment, and let's move on to a happier conversation.Paying for college.(Yes, that was sarcasm.)So much ink (and an abundance of pixels) has been spilled over...

The Advantage a C Corporation Holds for Louisville Businesses

Now that 2018 extended returns for businesses are truly put to bed now, we can turn our gimlet eye on 2019.And one thing that might be worth discussing is your operating entity.A quick rundown on business structures is never bad, ESPECIALLY when tax laws change and...