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  • About
    • Who We Are
    • What We Do
    • In The Community
    • Locations
      • Charleston
      • Mount Pleasant
      • Summerville
  • Services
    • Charter School Fiscal Management
    • Taxes and Advanced Planning
    • Outsourced Accounting
    • Audit and Certified Financial Reports
    • Forensic and Business Valuation
  • 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

Category Archives: Business and Accounting Tips

When Debt Collectors Call

Know Your Rights When Debt Collectors Call

Business and Accounting TipsBy Shay BenMarch 14, 2023

At some point in your life you may be on the receiving end of a debt collection phone call. More often than not, these calls are either fraud or in error, or may be due to some other unforeseen circumstance. Whatever the reason, what everyone should know is that there are strict rules in the

Couple outside new home with homeowners insurance

Getting the Most Out of Homeowners Insurance

Business and Accounting TipsBy Shay BenMarch 14, 2023

Looking for a way to tackle insomnia? Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof and too many surprises occur when you need your insurance after an event requires you to file a claim. Here are some areas that may

Save Your Business Time and Money by Getting Organized

Business and Accounting TipsBy Shay BenFebruary 15, 2023

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future. Document policies and procedures. Write down daily responsibilities, skills needed to complete tasks related to these responsibilities, and the location of all paper and electronic files. Appoint and cross-train backup staff to ensure these

Happy Young Couple discussing financial goals

Creating Financial Goals as a Couple

Business and Accounting TipsBy Shay BenFebruary 15, 2023

Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items you can do to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about. People sometimes feel guilty about debt

Tips to Get Your Finances in Shape in 2023

Tips to Get Your Finances in Tip-Top Shape

Business and Accounting TipsBy Shay BenJanuary 16, 2023

Here are some tips to get your finances in tip-top shape for 2023 Know your net worth. The first step to improving your finances in 2023 is to create a snapshot of your current financial situation. So note all your assets, then subtract all your liabilities (what you owe others) to calculate your net worth.

Keeping Great Business Records

Keys to Keeping Great Business Records

Business and Accounting TipsBy Shay BenJanuary 16, 2023

Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are four key characteristics to building and maintaining a healthy bookkeeping system: Select the proper accounting method There are two

Tips to shrink your tax bill in 2023

Shrink Your Tax Bill in 2023

Business and Accounting TipsBy Shay BenDecember 12, 2022

Here are several strategies to consider to shrink your tax bill in 2023   Consider life events Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a home Refinancing or adding a new mortgage Getting married or divorced Incurring large medical

Tips to keep customers coming back

Tips to Keep Your Customers Coming Back

Business and Accounting TipsBy Shay BenDecember 12, 2022

Happy, satisfied customers are essential to the health of every business. Increasing competition, online review opportunities, and unlimited access to information up the ante on the importance of quality customer service. Here are some tips to help your business thrive by meeting and exceeding your customers’ expectations:   Understand your customers and their needs. As

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