We transform ledgers into legacies.
Because your business is much more than just a job.
Legacies are made with numbers.
Your financial records are more than just a bunch of numbers but a reflection of your hard work, aspirations, and dreams. Let’s ensure every entry in your ledger flows into a legacy that will last.
As a certified Clear Path to Cash professional, we offer comprehensive accounting support and management strategies to give you clarity and confidence as you pursue continued growth and success.
Let’s get your money moving for you.
Accounting & Bookkeeping
A Straightforward Look
You know where your money is flowing in real-time. So there aren’t any surprises and you are ready for tax season.
Detailed Analysis
Cash
Management
You know what money you have, what you need, and what to save for later.
Informed Decision-Making
Financial
Management
You know how to support long-term business growth, while maintaining financial stability.
Clear Data
|
Insight
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Strategy
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Analysis
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Systems
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Clear Data | Insight | Strategy | Analysis | Systems |
From clear streams
to cash flows.
We’re here to help you manage your revenue streams and keep up with the current.
So you can keep your eyes on the horizon.
Payroll
right on time.Taxes
done for you.Budgeting
with ease.Financial Strategies
for confident growth.
Get a FREE
End of Year Checklist
Are your books ready for tax season?
As your trusted financial partner, we’re here to help you navigate with confidence.
MORE NEWS COMING DOWN THE PIPE >>>
1099-apoKalypse is Coming
It’s projected that the IRS will receive around 30M more 1099-K’s than in prior filing years.
If you recall, in 2021 Congress lowered the reporting threshold to $600 for third-party merchant vendors like Venmo, eBay and PayPal. Previously this threshold was at $20,000 and 200 transactions per year.
So what does this mean for the average taxpayer? They’re going to be sent more forms, which means more of a compliance burden, and more of a chance for things being messed up.
So what can you do if you receive a 1099-K in error? First, panic. Just kidding, DON’T panic. Here are some instructions straight from the IRS on what steps you can take in that situation.
We’re creating cycles for change.
As a community-minded business, we give locally and globally. As a B1G1 member, we create global impacts in the world simply by doing what we do every day.
Meet a few of our
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