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Working with an AccountantBookkeeping & Monthly CloseBusiness Tax PlanningSales TaxPayroll & ContractorsEntity & Florida SetupQuickBooksCash Flow & AdvisoryMed Spa & Aesthetics
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Working with an Accountant 5
How Much Does a Small Business CPA Cost?Learn what a small business CPA may cost, which pricing models firms use, what changes the fee, and how to compare accounting proposals.How to Choose a Small Business Accountant in TampaHow to choose a small business accountant in Tampa: what CPA, EA and bookkeeper credentials mean, how to verify them, the questions to ask and the red flags.How to Switch Accountants Without Disrupting Your BusinessChange accountants with less disruption using a practical plan for deadlines, records, system access, responsibilities, and the first monthly close.What to Expect During Accounting Firm OnboardingSee what happens during the first 30 days with a new accounting firm, including access, records, cleanup, responsibilities, and the first monthly close.When Should a Small Business Hire a Bookkeeper or CPA?See the signs your business has outgrown DIY bookkeeping and learn when you need a bookkeeper, CPA, or coordinated accounting team.
Bookkeeping & Monthly Close 5
A Monthly Bookkeeping Checklist for Small Business OwnersUse this practical monthly bookkeeping checklist to reconcile accounts, review reports, protect cash flow, and prepare for taxes.Bookkeeping vs. Accounting: What's the Difference and Who Do You Need?Bookkeeping vs. accounting explained for owners: who records, who adjusts, who plans taxes. Compare bookkeeper, accountant, CPA, EA and fractional CFO roles.Cash vs. Accrual Accounting: Which Method Fits Your Business?Cash vs. accrual accounting explained for owners: how each method works, the $32 million IRS test for 2026, inventory rules, Form 3115, and a worked example.How to Catch Up on Months (Or Years) of BookkeepingA CPA's plan for catch-up bookkeeping: what to gather first, the order to work in, missing receipts, reconciliations, and the tax deadlines that set the pace.What Is Included in Monthly Bookkeeping Services?Understand what professional monthly bookkeeping should include, which reports you should receive, and which services may cost extra.
Business Tax Planning 10
How to Pay Yourself as a Business Owner (The Tax-Smart Way)How to pay yourself by entity type: draws, guaranteed payments, S-corp salary or dividends, how each is taxed in 2026, and $120,000 of profit compared.How to Respond to an IRS Notice (Without Panicking)What CP2000, CP14, CP161, CP504, CP2100 and LT11 notices mean, their deadlines, how to reply in writing, first-time penalty abatement and IRS payment plans.LLC vs. S-Corp: How the Taxes Actually DifferLLC vs. S-corp taxes explained: how self-employment tax, reasonable salary, payroll costs and the QBI deduction change the math at $80k, $150k and $300k.Quarterly Estimated Taxes: How They Work for Business OwnersQuarterly estimated taxes explained for business owners: 2026 due dates, the 90%/100%/110% safe harbors, how to compute payments from your P&L, and penalties.S-Corp Reasonable Salary: How Much Should You Pay Yourself?S-corp reasonable salary explained: the IRS factors from FS-2008-25, why the 60/40 rule is a myth, how to document pay with BLS data, and a worked example.Section 179 vs. Bonus Depreciation: Which Should You Use in 2026?Section 179 vs. bonus depreciation in 2026: the $2,560,000 limit, permanent 100% bonus, vehicle caps, Florida's addback, and when a full write-off backfires.Tax Planning vs. Tax Preparation: What Is the Difference?Understand how proactive tax planning differs from tax-return preparation, when each happens, and what small-business owners should expect.The QBI Deduction (Section 199A), Explained for Business OwnersThe QBI deduction explained: how the 20% Section 199A deduction works after OBBBA, the 2026 income thresholds, SSTB and W-2 wage limits, and worked examples.What Records Should a Small Business Keep for Tax Purposes?Learn which income, expense, payroll, asset, entity, and tax records small businesses should retain and how to build a practical retention policy.Year-End Tax Planning Moves for Small Businesses (2026 Edition)A prioritized Q4 checklist for 2026: estimated tax catch-up, solo 401(k) and SEP limits, S-corp salary true-up, equipment timing and the new $2,000 1099 rule.
Sales Tax 5
Florida Sales Tax Basics for Business OwnersFlorida sales tax basics for business owners: the 6% rate plus county surtax, the $5,000 cap, DR-15 due dates, filing frequency, use tax, 2026 holidays.Is Sales Tax Charged on Services? It Depends on the StateIs sales tax charged on services? Most states exempt services unless listed; Hawaii, New Mexico, Texas, Pennsylvania and Washington tax many. Rules by state.Managing Sales Tax Across Multiple States: A Practical PlaybookHow to manage sales tax across multiple states: 2026 economic nexus thresholds by state, registration order, filing calendars, marketplace rules and VDAs.Sales Tax for E-Commerce Sellers: Marketplace Facilitator LawsMarketplace facilitator laws explained for e-commerce sellers: what Amazon and Etsy collect, when you still register, FBA nexus, thresholds and 1099-K rules.What Is Sales Tax Nexus?Learn how physical and economic nexus can create state sales-tax duties, why thresholds vary, and how remote sellers can monitor compliance.
Payroll & Contractors 4
1099-NEC Filing Requirements and Deadlines for 2026 PaymentsThe 1099-NEC threshold is $2,000 for 2026 payments. Who gets a form, the January 31 deadline, the 10-return e-file rule, penalties, and a Florida example.Hiring Your First Employee: The Financial and Compliance ChecklistHiring your first employee in Florida: EIN, DR-1 registration, I-9, W-4, 20-day new hire reporting, workers' comp, overtime, and what a $52,000 hire costs.Payroll Taxes Explained: An Employer's Guide for 2026Payroll taxes for 2026: FICA on wages up to $184,500, 0.6% FUTA, Florida reemployment tax, deposit rules, Forms 941 and 940, and a $10,000 payroll example.W-2 Employee vs. 1099 ContractorUnderstand the factors used to classify workers, why W-2 versus 1099 status is not simply a choice, and how to reduce misclassification risk.
Entity & Florida Setup 4
BOI Reporting in 2026: What the FinCEN Rule Means for Your BusinessFinCEN's August 2026 final rule permanently exempts U.S. companies from BOI reporting. Who still files, what happens to filed reports, and what to watch.Florida Business Taxes: What You Owe Even With No State Income TaxFlorida has no personal income tax, but businesses still owe corporate income tax, sales and use tax, reemployment tax, tangible property tax, and local fees.How to Form an LLC in Florida (And What to Do Right After)How to form an LLC in Florida on Sunbiz for $125, then what comes next: operating agreement, EIN, S-corp election deadline, registrations, Annual Report.Single-Member LLC Taxes, ExplainedHow a single-member LLC is taxed: Schedule C, 15.3% self-employment tax, estimated payments, QBI, the S-corp election and Florida's $138.75 annual report.
QuickBooks 2
7 Common QuickBooks Online Errors (And How to Fix Them)The seven QuickBooks Online errors a CPA finds most, from Undeposited Funds pile-ups to forced reconciliations, with the report that reveals each and the fix.QuickBooks Cleanup: Signs Your Books Need Professional HelpLearn the warning signs of inaccurate QuickBooks records, what a professional cleanup includes, and how to prevent the problems from returning.
Cash Flow & Advisory 3
How to Build a 13-Week Cash Flow Forecast for Your BusinessHow to build a 13-week cash flow forecast: the layout, where the inputs come from, the payroll and tax dates to include, and a worked $2M contractor example.How to Read a Profit and Loss Statement: An Owner's GuideHow to read a profit and loss statement line by line: revenue, gross margin, overhead, net margin, five questions to ask monthly, and distortions to watch.Why Business Profit Does Not Always Equal CashLearn why a profitable business can still be short on cash and how receivables, inventory, debt, equipment, and owner activity affect cash flow.
Med Spa & Aesthetics Practices 7
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15 Med Spa KPIs Every Owner Should Review MonthlyTrack the 15 med spa KPIs that connect revenue, treatment margin, provider productivity, memberships, cash flow, retention, and marketing performance.How Should a Med Spa Account for Memberships, Packages, and Gift Cards?Learn how med spas should track cash, earned revenue, unused treatments, membership credits, gift cards, refunds, and book-to-tax differences.Med Spa Accounting: A Complete Financial Guide for OwnersLearn how med spa accounting handles memberships, packages, inventory, provider pay, monthly close, taxes, and treatment-level profitability.Med Spa Chart of Accounts: A Practical QuickBooks Setup GuideBuild a med spa chart of accounts that tracks earned revenue, packages, memberships, inventory, provider costs, equipment, taxes, and profit.Med Spa Employee vs. Independent Contractor: Payroll and 1099 RulesLearn how control, tools, pricing, schedule, benefits, risk, and the full working relationship affect med spa employee and contractor classification.Med Spa Inventory Accounting for Injectables, Supplies, and Retail ProductsLearn how to track med spa injectables, treatment supplies, retail products, waste, expiration, counts, and cost of goods sold without distorting profit.Section 179 vs. Bonus Depreciation for Med Spa Equipment in 2026Compare Section 179, 100% bonus depreciation, and regular depreciation for med spa lasers, devices, furniture, software, and other equipment in 2026.
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