With AI implementation being all the rage and more than being just the latest fad, what approach should software vendors and small business owners take so they are not left "holding the bag" while AI is being implemented on their business data? Here are some items to think about. "Trust but Verify" should be every [...]
Happy New Year! As business owners start into the New Year we wanted to provide some tips to help your business thrive – The 5 Rules for 2025. Rule 1: Cash Flow Management is Non-Negotiable Rule 2: Price for Profit, Not for Popularity Rule 3: [...]
Ready or Not Here Comes the New Year! Wow, 2025 is almost here! It is so hard to believe how fast 2024 has gone by! At P&L Business Solutions, we like to encourage our clients to have all their “ducks in a row” as we come to the end of the [...]
Year-End Tax Strategies With only 2 ½ months left before we reach year end, now is the time for small business owners to start having conversations with their CPA or EA regarding tax strategies for 2024. You are likely in need of a conversation about tax [...]
Year-End Tax Strategies Hello Everyone! October is a perfect time to start having conversations (if you have not already) with your CPA or tax planner to determine what your Year-End liability is projected to look like and make adjustments if needed. In this month's newsletter, we will focus on some important tax information from [...]
New Beneficial Ownership Reporting Happy April everyone! Spring is finally here! Thank you for being here. We know you will find some really useful information in this newsletter and we would love to hear from you. Business Owners need to be aware of for 2024 Just when you thought the governmental reporting requirements [...]
Be Careful of Business Fraud Happy March everyone! Spring is almost here! Thank you for being here. We hope you find some really useful information in this newsletter. We would love to hear from you, if you have found this newsletter helpful. Data Security, Fraud, Theft, and Financial Risk Mitigants: As a business [...]
Recent Banking Technology Welcome back to the P&L Business Solutions newsletter. We are so glad you are here. We'd love to hear from you if have enjoyed these newsletters using the link at the bottom of the page. Recent Banking Technology We have seen a significant increase over the last couple of years in [...]
Useful Tax Preparation Items As everyone is getting back into the routine after the holidays, we want to make sure everyone is on track for having a smooth tax prep process for your business. Some Items to Take Note Of 1.Uncategorized Transactions - If you still have uncategorized transactions for 2023 in your [...]
Ready or Not Here Comes the New Year! Verify QBO Information Wow! We are almost to 2024! It is so hard to believe the New Year is almost here! At P&L Business Solutions, we like to encourage out clients to have all their "ducks in a row" so the Tax Season [...]
