Entries by Robert Gloer

Tax Checklist for Business Owners

Tax season is no reason to panic if you plan in advance. Owners of small business should take steps, whether they do their own tax preparation or use a CPA. Here’s a checklist of important preparatory actions: Bookkeeper: If you use a bookkeeper, set up a meeting, even if she doesn’t prepare tax returns. She […]

Is Now the Best Time for a Business Loan?

We are often asked whether now is a good time to take out a business loan. Our answer is usually, “It depends.” Let’s explain. Two sets of factors figure into the timing of a business loan – macroeconomic and microeconomic. We take a closer look below. Macroeconomic Factors In general, it’s a good idea to […]

Tips for Creating Next Year’s Budget

The new year brings opportunities to make your small business more successful. There’s no better place to start than with your annual budget. It encapsulates your revenue and expense expectations in a single spreadsheet. Here are some handy tips for creating your new budget: Analyze last year’s budget: How closely did your estimates match actual […]