·Michael Pote
Trump Accounts: What You Need to Know
Trump Accounts are new tax-advantaged investment accounts
Read more →Insights
Blog
Practical insights on business finance, tax strategy, and building a more profitable business.
·Michael Pote
Cash Flow Management: 7 Strategies to Keep Your Business Afloat
Your profit and loss statement shows healthy margins, but your checking account tells a different story. Welcome to the cash flow gap that kills profitable businesses faster than market crashes or rec
Read more →·Michael Pote
Year-Round Tax Planning: Why Waiting Until April Is Costing You Money
Your accountant calls in March asking for receipts from January 2025. You spend three weeks digging through shoeboxes and email attachments. By the time you file, you've missed obvious deductions and
Read more →·Michael Pote
What to Look for When Hiring an Accounting Firm
Your current accountant takes two weeks to tell you last month's numbers. By then, you've already made three decisions with outdated information and missed two cash flow problems that could have been
Read more →·Michael Pote
Do I Need a Bookkeeper or an Accountant? Here's How to Decide
You're spending three hours every weekend trying to make sense of QuickBooks, your tax return took four months to complete, and you still can't tell if your business made money last quarter. The quest
Read more →·Michael Pote
Do I Need a Bookkeeper or an Accountant? Here's How to Decide
You're spending three hours every weekend trying to make sense of QuickBooks, your tax return took four months to complete, and you still can't tell if your business made money last quarter. The quest
Read more →·Michael Pote
Top Financial Mistakes Small Businesses Make (And How to Avoid Them)
Your bank statement shows $15,000. QuickBooks shows $18,000. Your accountant is asking questions you can't answer, and tax season feels like walking into an audit.
Read more →·Michael Pote
The Frustration with Business "Ghosting"
When potential clients go silent after requesting a proposal, it's more than frustrating - it signals a cultural shift away from professional norms worth preserving.
Read more →·Michael Pote
Speak Less; Gain More
Speaking less - or mindful communication - starts with prioritizing listening over talking and being deliberate with your words when speaking.
Read more →·Michael Pote
The B Word
Bankruptcy carries shame, but it's not the end - it's the beginning of a financial process. And with early intervention, it can often be avoided entirely.
Read more →·Ratio Accounting
Case Study: Opportunities at a Law Firm
How systematic financial improvements - from real-time bookkeeping to expense audits - transformed a law firm's operations and paid for themselves within four months.
Read more →·Michael Pote
One of the Most Important Expenses: Owner Compensation
Business owners know surprisingly little about how to compensate themselves effectively - to increase income, grow the business, and minimize tax liability.
Read more →·Michael Pote
So You Want to Sell Your Practice?
Most business owners have an inflated sense of what their practice is worth. A proper valuation - and 12–18 months of financial preparation - changes everything.
Read more →·Michael Pote
Why Every Business Needs to Reexamine Their Accounting
The success of your business depends as much on your financial decisions as on your expertise in your field. Most owners don't realize how far behind their books actually are.
Read more →·Ratio Accounting
Let's Get Started: Introducing Ratio Accounting
Ratio Accounting launches with a mission to transform accounting from a compliance obligation into a strategic business tool.
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