How to control debt, build a lasting relationship with your CPA, and get your company ready for 2024.
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January 2024

NEW YEAR, FRESH OUTLOOK

 

Happy New Year! As we kick off 2024, we want to thank you for your continued trust and support. The start of a new year brings with it a fresh outlook and new opportunities. It is the perfect time to reflect on the past and set goals for the future.

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Our team at Kaizen CPAs is here to help you navigate the ever-changing landscape of accounting and tax regulations. We are committed to providing you with valuable content to help you make the best decisions for your business.

 

Here's to a successful and prosperous 2024!

 

Best regards,

The Team at Kaizen CPAs

TIMELY TIPS: KAIZEN TIME

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Blood, Sweat & Business: KAIZEN TIME

Kaizen Time is a series of podcast episodes and short videos that provide the facts that you want to hear — when you need to hear them. Every episode is designed to inform you about what is happening in the financial world today and what to expect in the coming months.

Trending Episodes 

What You Need to Know About Beneficial Ownership Information & Financial Crimes Enforcement Network

FinCEN (Financial Crimes Enforcement Network) now requires BOI (Beneficial Ownership Information) to be reported in 2024 to crack down on money laundering. In this episode we talk about everything related to this law and how to make sure you aren't fined...listen or watch (17 minutes)

 

How Clients & Firms Can Build a Lasting Partnership

When it comes to building a successful relationship between an advisory firm and a client, communication is the secret sauce. We all lead busy lives, but clear and open pathways of communication are essential for coming out on top at tax time...listen or watch (13 minutes)

 

MORE NEWLY RELEASED EPISODES

  • Cut the Stress from End of Year Planning
  • How to Tell if YOUR CPA is a Good Fit in 2024
  • Is Your Company Ready for 2024? Shifting Between LLC, S Corp & C Corp
SEE ALL EPISODES

If you want your questions answered, send us an email: bsb@kaizencpas.com

BUSINESS OWNERS TELLING REAL STORIES

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Recycling Transparency

When it comes to building a successful relationship between an advisory firm and a client, communication is the secret sauce. We all lead busy lives, but clear and open pathways of communication are essential for sharing information and staying on the same page...listen or watch (57 minute)

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INFORMATIVE ARTICLES TO HELP YOU SOAR

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  • Demystifying BOI: A Guide to Beneficial Ownership Information...(2 minute read)
  • How Charitable Donations Impact Tax Deductions...2 minute read
  • Managing, Reducing and Controlling Debt...2 minute read
  • Make the Most of End of Year Bonuses for Your Employees...1 minute read
  • Maximizing Depreciation for the Best Tax Position...2 minute read

WHAT'S UP AT KAIZEN?

Meet Kaizen Team Member: Lisa Hanson

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Our Kenosha Office has 
MOVED TO THE FIRST FLOOR

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SAME BUILDING, EASY ACCESS

We are NOW OPEN in our NEW space!

6905 Green Bay Rd. Suite 104 | Kenosha WI 53142

What's coming...

  • How to get your taxes done quicker
  • Knowledge is NOT Power, Action IS
  • Tips to increase sales and revenue for a small business
  • What to know before selling a small business
  • What is the new paid time-off law in Illinois?
  • What is pass through entity taxation and how it works
  • What trends a small business can expect to see in 2024 and how to prepare for them

www.kaizencpas.com

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Kaizen CPAs + Advisors, 1555 Main Street, Antioch, IL 60002, (847) 395-6000

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DISCLAIMER: The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Tax or professional advice contained herein is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained herein. Any advice provided shall not be deemed to be formal tax advice and no one should act on such information without appropriate professional advice after a thorough examination of the particular situation. Although we endeavor to provide accurate and timely information, there can be no guarantee that information is accurate as of the date it is received or that it will continue to be accurate in the future.