Smart Business BLOG

Made for sharp business minds—who want clarity, not clutter.

From compliance and payroll to planning for growth, we break down complex topics that shape the decisions behind how you run, invest in, and grow your business.

Smarter business starts here.

Join for the insights. Stay for the “oh, that actually helped.”
A business owner meets with a monthly accountant, discussing strategy and financial insights in a collaborative, professional setting.

What Is It Like to Work With a Monthly Accounting Firm?

When business owners ask, “What’s it actually like to work with a monthly accounting firm?”, they’re not looking for a sales pitch. They want to know:

small business accounting
A business owner meets with his accountant at his garden shop. Small to mid-size businesses often find they need an accountant that helps them manage their financials and provides guidance to grow a business. Having an accountant frees a business owner to focus on other aspects of the business.

How Much Does Monthly Accounting Cost for Small Businesses?

If you're a small business owner, you've probably wondered: what does monthly accounting actually cost—and is it worth the investment? Whether you’re...

small business accounting
A small business owner considers whether to hire an office manager to handle back-office tasks.

Too big or not big enough? When to hire in-house accounting help

As a small business owner, you probably already do quite a bit of accounting, and you know how hard that work can be. When it starts to become a...

small business accounting business strategy
Diversify your team.

Why some of our team is overseas

The world is shrinking, especially when it comes to business. These days it's not uncommon to have branches of your company exist outside the US....

small business accounting tax strategy business strategy
A small business owner carefully reviewing financial options on a laptop, reflecting on the key question: “Do I need the expertise of a CPA, or is QuickBooks Live enough for my business?” The setting includes a modern office with bookshelves, symbolizing the research and decision-making process in choosing the right bookkeeping solution.

CPA vs. QuickBooks Live: Which Bookkeeping Solution Is Right for You?

QuickBooks can be a vital tool for small business owners, office managers, or anyone who needs to log financials and back-office tasks. It’s so...

quickbooks small business accounting tax strategy
Small business owner waits to hear from her accountant.

Can’t get ahold of your accountant? Why communication is SO important for a CPA

Valentine’s Day often puts February’s focus squarely on your relationships. And while all the talk this month is about ROMANTIC relationships, here’s...

small business accounting
A monthly accountant provides year-round guidance and real tax strategy.

What's the difference between a monthly accountant and an annual accountant?

This time of year, everyone needs an accountant, but what’s the actual difference between utilizing a monthly accountant VS an annual accountant?...

small business accounting tax strategy
Stressed small business owner in a white shirt sitting at a desk, holding his head in frustration while looking at a laptop and printed financial documents—representing confusion or overwhelm around business finances.

The 3 BIG Reasons Business Owners Fire Their Accountant

No one wants to fire their accountant. Or, maybe more accurately, it takes an awful lot to fire your accountant. Why? Well, a few reasons. It’s a...

small business accounting business strategy automotive repair
An accounting team and a small business should be a good fit for one another.

Who isn't a good fit to work with Kaizen?

Some CPA firms take everyone, and we mean everyone. That’s never worked for us. We’re looking for a specific type of client. We know what you’re...

small business accounting business strategy
A small business owners get some of the best advice from her accountant.

Need advice? Why an accountant might be the best advisor you aren’t using (yet)

Running a small business is hard. While some decisions might be easy, there are so many times when it feels like just a little bit of advice from...

small business accounting business strategy
It's important to have an accounting team that understands your business and your goals and that you feel confident that we're here to help you succeed.

What we do together in the first 90 days

Typically, when you have a new accountant, they employ the SALY (Same As Last Year) method. Meaning, they look at what was done in the past and try...

quickbooks small business accounting business strategy
The Profit First method puts profit before expenses.

Why we’re a pro Profit First CPA firm

Most CPA firms don’t encourage the Profit First model, here’s why we do. Profit First is a book written by Mike Michalowicz on how to properly budget...

profit first business strategy
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