Jason Vathis, CPA, CFP, brings over 26 years of experience in public accounting and financial planning. As both a Certified Public Accountant and Certified Financial Planner, Jason offers a strategic, well-rounded approach to tax and financial advisory services. He currently serves as CEO of Gift CPAs, having worked his way up through the firm, and is a Leadership Harrisburg graduate. Jason’s expertise and leadership have earned him recognition as a Simply the Best award winner by the Carlisle Sentinel.
It’s time to wash those windows and do some Spring cleaning. And while you’re dusting those hard-to-reach places and shampooing the carpets, think about another form of Spring cleaning you should probably do: of your company books. If you’re set up well with QuickBooks Online or another bookkeeping tool, kudos to you for keeping all …
Launching a business is like putting together a jigsaw puzzle: You can envision the end result, but it takes time, tenacity, and strategy to achieve the dream. Many puzzle experts recommend starting a puzzle by putting together all the edge pieces to create the framework. That’s also a fantastic principle for entrepreneurs. Some of the …
Continue reading “Launching a business is like putting together a jigsaw puzzle”
You’re avoiding opening that spreadsheet. You know you need to manage expenses and income for your business. You know you need to reconcile cash and look at projections and double-check unpaid invoices. But it takes you so long to wade through the details. And Excel is never as easy to use as people say it …
Continue reading “Ten Reasons Outsourced Bookkeeping Makes Sense for your Business”
As the filing deadline for 2018 taxes is rapidly approaching, here is a quick recap of some of the major changes that have gone into effect this year that you should keep in mind as you prepare. Swapping the personal exemption for a higher standard deduction With the passage of the Tax Cuts and Jobs …
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Evaluating your company’s performance can be a daunting task. The need to focus on daily operations and the challenges that regularly arise often result in small and mid-sized business owners pushing this big-picture concept to the back burner. Using key performance indicators (KPIs) is a great way to help keep tabs on how things are …
Taxation is one of the most confusing aspects of a small business. From sales tax to payroll taxes, this portion of running a business frustrates a lot of entrepreneurs and owners. As part of our continued content about small business taxes, we explain the self-employment tax and what you can do to understand and manage …
Continue reading “Important things to know about your self-employment (SE) tax for 2018”
Defining 179 deductions
Did you know that only 30% of family-run businesses survive into a 2nd generation? We strongly believe that the reason so many small businesses fall apart after the initial owner passes away is a lack of estate planning. Estate planning for small business owners is a hugely important responsibility! Find out why you need to …
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Welcome back to the ‘Sam’s Story’ series, where we cover common accounting topics in a real-world scenario. This series helps take the mystery out of what an accountant can do for a small business owner. This week we’re talking about how to obtain a small business loan! Sam’s Story Recap If you haven’t read any …
Continue reading “How to Obtain Financing for Your Small Business [Sam’s Story Part Six]”
The new tax bill, Tax Cuts and Jobs Act, was signed into law in 2017. The bill makes a lot of adjustments to tax law concerning both small businesses and individuals and aims to reduce tax rates for both groups. Many of the changes for 2018 could alter how you run certain aspects of your business. This …
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