With more than 22 years in public accounting, Jamie Harley, CPA, combines deep technical knowledge with hands-on business experience. She is a licensed Certified Public Accountant and has successfully acquired two CPA firms over the past four years, giving her a unique perspective on mergers, acquisitions, and long-term growth strategies. Jamie’s approach is grounded in practical solutions that support both firm leadership and client success.
Sometimes you think to yourself: This would be great to have documented somewhere. When you’re running a small or mid-size business, especially one that’s growing, it can be hard to keep up with structures operationally as you’re bringing work in the door and managing clients and projects. But you may be noticing that documenting procedures, …
Continue reading “When Operations Call for an Employee Handbook”
As another year is drawing to a close and tax season is just around the corner, Gift CPAs would like to share the following information and list of tax tips with you to help with year-end tax planning. Retirement Accounts Consider investing in an IRA. You have until April 15, 2019 to make the payment. …
Are you confident that your business is keeping good financial records for sales and Use tax? Perhaps you are worried about paying the right taxes when you should be? Our advice is to review how you are collecting, reporting and remitting your sales tax because the state is reviewing sales and Use tax through audits …
Continue reading “What you need to know about the PA 1099-K audit”
With lower tax rates in play, does rolling over traditional IRAs to Roth IRAs make sense? Let’s first outline the similarities and differences of each IRA. The most important consideration you face is deciding how and when you pay taxes on your investment. Traditional and Roth IRAs definitions Traditional IRAs are an avenue for you …
From securing loans to projecting future growth needs, accurate financials make a big difference. Many small business owners may see managing financial statements as a hassle, but doing it well can mean the difference between thriving and just holding on.
Is your small business ready to offer a retirement plan to your employees? We’re covering three types of employer sponsored retirement plans, so you can start to consider which plan works best for your business. Determining which retirement plan to set up depends on: Your business entity type The # of employees How much you …
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Today we’re going to touch on the main benefits to planning a small business tax strategy, and some examples of strategies professionals use year after year.
Does my small business need a CPA? With two-thirds of small business owners personally managing three or more vital areas of their operation at any given time, it’s no surprise that their finances take a back seat. Plus, 99.6% of 2018 Pennsylvania businesses are small businesses. That’s a lot of small business owners who potentially …
QuickBooks offers two main versions of their accounting software, online or desktop. Each have their own tiered packages. We are often asked by business owners the difference between the two options, and which would be better for their business. We looked at QuickBooks Online versus desktop QuickBooks and found 7 major ways QuickBooks Online beats …
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How does an IRS audit work? How long does it usually take? What are common red flags examiners look for? Find out now.
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