Author Archives: Jason Vathis, CPA, CFP

Starting a Small Business tips
Crucial Five-Step Checklist to Establish a New Business 
May 26, 2023 Are you ready to take that leap of faith and start your own business? Congratulations! You are in good company.… Read More

Accountant consulting with a client representing Gift CPAs tax projection services
The 3 Major Benefits Of Tax Projections and Your Small Business
May 19, 2023 Running a small business requires constant forecasting and planning to ensure you are prepared for both anticipated and unexpected changes.… Read More

Navigate the Loan Process with the Help of an Accountant
March 21, 2023 Are you preparing to launch a business or make a sizeable investment to grow your existing business? Read More

Understanding and Paying Quarterly Taxes
March 9, 2023 Taxes are often a dreaded part of running a small business. Many entrepreneurs and small business owners do not have… Read More

Quick Guide to Small Business Tax Deductions
February 16, 2023 A new year brings new guidelines for tax deductions as well as opportunities to learn how you can maximize your… Read More

Business Priority Planning for 2023
February 7, 2023 Here are five important topics to help you prioritize your goals for a successful 2023. Read More

Personal Finance Tips for the Small Business Owner
December 15, 2022 The demands of running a small business, though, oftentimes take priority over personal financial planning for the business owner. Don’t… Read More

Get Ready for 2023 with a QuickBooks Cleanup
December 5, 2022 The end of the calendar year is the perfect time to perform a QuickBooks cleanup along with other record-keeping and… Read More

Setting Goals for a Successful 2023
November 14, 2022 As 2022 starts to wind down, now is the ideal time to evaluate your company and set goals to make… Read More

Small Business Guide to Sending 1099s
November 9, 2022 Here is “must-know” information to help entrepreneurs and small business owners understand and manage the process of issuing 1099s. Read More


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