Guides + Articles | Kaizen CPAs + Advisors

year end tax planning webinar

Webinar: Year-End Tax Planning and Updates

Are you maximizing your tax position? Get caught up on 2021 tax credit updates and learn best practices for a smooth transition to 2022.

Power and Security of Cloud-Based Accounting

Power and Security of Cloud-Based Accounting

What's the best way to make sure your data is secure? Cloud-based accounting is secure, convenient, and efficient.

The 7 Most Overlooked Payroll Data Metrics

The 7 Most Overlooked Payroll Data Metrics

Ensure you are not glossing over key payroll data metrics with our handy infographic.

Complete Human Capital

Your Complete Guide to Effective Human Capital Management

Transform your team and business with our FREE GUIDE—packed with practical strategies to boost engagement, streamline HR, and fuel growth.

Implementing accounting automation

Accounting Automation Guide: Streamline and Stay Competitive

Ready to ditch the spreadsheets? Discover how accounting automation can boost efficiency, save time, and make life easier—your streamlined business awaits!

3 min read

What Private Equity Wants from Small Businesses in 2025

Jul 15, 2025

What small business owners need to know about valuations, tariffs, and navigating today’s uncertainty Private equity...

3 min read

Sustainable Growth: 6 Questions to Ask Before You Scale

Jun 19, 2025

Growth sounds great—until it puts your business at risk. Have you ever felt like you should be growing faster? Before...

3 min read

Bulletproof Your Business: How to Thrive in a Recession

Jun 7, 2025

Economic downturns are a natural part of the business cycle, and while it's impossible to predict exactly when the next...

3 min read

Misclassifying Employees: How 1099 Mistakes Lead to Fines and Audits

May 14, 2025

Hiring a contractor might seem easier—less paperwork, fewer costs. But what if that “contractor” is actually an...

2 min read

How to Prepare Your Small Business for Economic Uncertainty

May 2, 2025

Not long ago, I had a conversation with a business owner who called in a panic. The market had taken a dip, the news...

2 min read

How to Motivate Employees Without Micromanaging or Going Broke

Apr 30, 2025

Motivating teams isn’t about handing out bonuses or barking orders—it’s about creating a system where people stay...

Small Business Tax Wins (and Letdowns) in the One Big Beautiful Bill

by The Kaizen Team

Congress finally passed the One Big Beautiful Bill, and while the headlines are focused on tips and overtime, there’s a...

Why Private Equity Deals Are Slowing Down in 2025

by The Kaizen Team

Private equity deals aren’t dead—but they’re definitely slowing down. In this episode, we unpack what’s happening...

What Fewer IRS Agents Means for Your Small Business

by The Kaizen Team

What fewer agents means for audits, notices—and your tax strategy The IRS may be shrinking its workforce, but that...

How to Reach Out & Stand Out as a Restaurant

Jun 14, 2024

Do you own a restaurant? Struggling to attract customers in today's digital world? This episode is packed with tips to...

Hire Better. Keep People. Communicate Smarter in Your Shop

May 26, 2024

Sara Fraser knows the auto repair world inside and out—and she’s not afraid to call out what’s holding shops back. In...

From Pump to Profit: Al Wright’s Journey to Shop Ownership

May 10, 2024

Meet Al Wright, who owns John's Automotive in Cedar Rapids, Iowa. Al shares his journey in the automotive industry,...

QuickBooks Desktop to QuickBooks Online: What converts and what doesn't?

Changing software programs can feel scary and overwhelming. That's why we work closely with our clients to help them make the transition from QuickBooks Desktop to QuickBooks Online smooth and worry-free.

We put this reference tool together to help you navigate your move to QBO and stay on top of what's happening inside your accounting software.

2 min read

Tracking Mileage in QuickBooks Online

May 24, 2024 by The Kaizen Team

If you drive for work, let QuickBooks Online make sure you're recording all of your deductible mileage. If any part of...

1 min read

Connect Your Bank Accounts to QuickBooks Online

Oct 6, 2021 by Eric Joern

Save heaps of time and minimize errors. We are excited to help you leverage the power of QuickBooks Online. One of the...

3 min read

How QuickBooks Can Help Your Business Recover

Jun 18, 2021 by The Kaizen Team

The COVID-19 pandemic isn’t over, but many small businesses are on the upswing. How QuickBooks Online can help if yours...

3 min read

Easily Track and Bill Customer Expenses with QuickBooks Online

Mar 2, 2021 by Heather Palermo

Usually, money flows from your customers to your business. But there may be times when you have to purchase items for a...

2 min read

How to Create Recurring Transactions in QuickBooks Online

Jan 28, 2021 by The Kaizen Team

QuickBooks Online saves time and improves accounting accuracy in numerous ways. One example is its support for...

3 min read

5 Resolutions QuickBooks Online Users Should Make for 2021

Dec 28, 2020 by Heather Palermo

New year, new challenges, and the potential for new successes. Here are five ways you can improve your financial...