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  • About
    • Who We Are
    • What We Do
    • In The Community
    • Locations
      • Charleston
      • Mount Pleasant
      • Summerville
  • Services
    • Charter School Accounting
    • Taxes & Advanced Planning
    • Outsourced Accounting
    • Audit & Assurance
    • Business Valuations
  • Industries
    • Charter Schools
    • Construction
    • Medical Practices
    • Non-Profit
    • Professional Services Firms
    • Real Estate and Investment
    • Small and Medium Businesses
  • Pricing
  • Resources
    • Client Forms
    • Training Videos
    • Webinars
    • Insights
    • Make a Payment
  • Careers

Daily Archives: November 18, 2025

Frugality vs. Free-Spending: Finding Your Financial Sweet Spot

Frugality vs. Free-Spending: Finding Your Financial Sweet Spot

Business and Accounting TipsBy Shay BenNovember 18, 2025

Money has a way of testing balance. Lean too far toward penny-pinching and life feels tight and restricted. Tip the other way into carefree spending and it’s easy to lose financial footing. Here are some practical tips to help find a healthy balance.   Two lenses for seeing money   Most of us have a

Year-End Tax Planning

Year-End Tax Planning Tips for Your Business

Business and Accounting TipsBy Shay BenNovember 18, 2025

As 2025 winds down, here are some ideas to help you prepare for filing your upcoming tax return:   Informational returns. Identify all vendors who require a 1099-MISC and a 1099-NEC. Obtain tax identification numbers (TINs) for each of these vendors if you have not already done so. Form 1099-K planning. Consider labeling business and personal accounts

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