Author Archives: Jason Vathis, CPA, CFP

Mergers & Acquisitions: What You Need to Know
November 21, 2019 Not all business growth is organic. For many small and medium-sized businesses, growth can also come via a merger or… Read More

Succession Planning 101
November 7, 2019 While some days it may seem impossible, hopefully you won’t actually be working forever. For anyone that has built a… Read More

Get the Most Value from WOTC
October 3, 2019 Don’t leave valuable tax benefits on the table for your company. You’re running a complex business, with many layers of… Read More

Is it time to sell?
August 22, 2019 When is the right time? If you’ve been growing your small business, putting your blood, sweat, and tears into it… Read More

Motivation and Value: Bonuses and Profit Sharing
June 20, 2019 Both can motivate employees. Many businesses look to reward their teams and keep the company moving forward with profit sharing… Read More

Is a Business Line of Credit for You?
June 6, 2019 More flexible than a loan, a business line of credit can give you a resource to keep your cash flow… Read More

Mid-Year Direction
May 9, 2019 Why reviewing your goals and financials can keep you on the right track  If you take a wrong turn partway… Read More

How to Accept Credit Card Payments
April 4, 2019 Demystifying Credit Card Payment Options Your sales can increase by 40 percent. For in-store businesses, companies generally see an increase… Read More

Keep Your Books Clean
March 21, 2019 It’s time to wash those windows and do some Spring cleaning. And while you’re dusting those hard-to-reach places and shampooing… Read More

Launching a business is like putting together a jigsaw puzzle
March 8, 2019 Launching a business is like putting together a jigsaw puzzle: You can envision the end result, but it takes time,… Read More


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