How can I afford to pay for an accountant or CPA firm?
Running a small business is hard work, you need a team of folks in your corner – and at the top of that list should probably be an accountant. We say...
business & tax strategy (7)
The 3 Biggest Mistakes We See Small Businesses Make
Running a small business means that, as the owner, you’re wearing a ton of different hats. Things can fall through the cracks. It’s OK, that can...
How will AI replace my CPA?
2023 is the year of AI. From ChatGPT to Midjourney, it’s rapidly becoming apparent that artificial intelligence will integrate into nearly every...
What can you do when you have a bad-fit accountant?
Getting the best outcome at tax season is dependent on a few things, but there’s one that really sticks out: being on the same page as your...
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...
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....
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...
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...
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...
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...
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...
Why you shouldn’t wait until ‘crisis mode’ to hire an accountant
Tell us if you’ve heard this one before. It’s February (or maybe even March), and you’re scrambling to get some poor, beleaguered accountant to get...