For Small Businesses

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

Our experience, professionalism, and attention to detail make our business services second-to-none. As a Licensed CPA 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.

Whether you need help starting a business, cleaning up your books, setting up QuickBooks, business coaching, payroll services, or other strategic consulting, we can help you.

Small Business Services

The Top 12 2017 IRS Scams by Kevin Roberts

Every year around this time of year, the Treasury Department releases their list of the various shenanigans that criminals and the like try to pull around taxes. Obviously, this activity peaks around now, and so it's a very good idea to be on your guard. Last week,...

Financial Wisdom from Kevin Roberts’ Dad

The events of the past week or so have made some things clear, I think. There really are two different kinds of worlds ... well, perhaps more accurately, in this Internet Age, there are many little worlds that we can inhabit. And your state of mind really does get...

Kevin Roberts’ Tax Preparation Checklist

I shared my "resolutions" last week, and it was really nice to see the response, and to know that many of our Louisville clients are equally excited for the opportunity to put new legs to a new year ... and to make 2017 (much) better than 2016. I remember seeing a...

Kevin Roberts’ Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It's hard to say.But one thing is clear: basing your peace of mind on market signals is no way to live.That said, I'd love to see my Louisville clients be wise...

Estate Planning For Louisville Business Owners

We're rolling through busy season, and have begun to connect with many of our great Louisville 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 getting...

Multilevel Marketing Tips for Louisville First-Timers

Summer break. For Louisville school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out...

Smart Planning for Financial Independence in Louisville

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Louisville wrote me saying that they were feeling pretty...

The Three Kinds of Customers For Louisville Businesses

Bar none, the most important asset in your Louisville 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 that it...

Three Practical Financial Tips for the Multi-Generational Caretaker in Louisville

With summer in full swing, for some of my Louisville clients it means that the children are more "present" than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those,...

It’s About Halftime

"Time is free, but it's priceless. You can't own it, but you can use it. You can't keep it, but you can spend it. Once you've lost it you can never get it back." - Harvey Mackay I have an action item for you in a moment, but before I get there, allow me to...

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!

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