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Have you been wondering if you really need a full-time “in-house” accounting staff? Perhaps it’s time to ask yourself if “in-house” is right for you. Here is why you can reimagin your firm while having expert insight, freedom and the ability to save more money. 1. Expert Insight You don’t have to reinvent the wheel. An outsourced firm can bring extensive industry knowledge which can help guide your firm to success. The benefits of having a team that works with multiple companies can be the key to unlocking some of the bottlenecks in your business. Firms of the past often

This is why we will survive this crisis! Heart-to-Heart This is my first entry for a blog series, and as my grandpa used to day, I’m coming at your from the heart.  This crisis has shook my world.  I have only been able to recall one other recession in my adult life, and in all honesty I was insulated.  At the time of the last crisis, I was fortunate to work for a private equity firm whose investments were not as affected as the rest of the world.  While I saw the tragic stories in the news, I did not

Click here to copy the spreadsheet we are using for our clients to calculate forgiveness.  Also, here is the AICPA Guidelines. Disclaimer: This sheet is for reference only and should not be relied upon as tax, legal, or lending advice. The following is meant to be used as a preliminary tool to estimate the potential forgiveness of the PPP loan proceeds and is not meant to be used as the final calculation of loan forgiveness. We anticipate additional guidance and definitions to be forthcoming over the next few weeks and we will update accordingly. Additional guidance may have a significant

We have been listening and we are taking action! We have worked with other accountants, investors, coaches and more to create this “playbook.” The most important thing a firm can do right now is monitor cash, make a plan, and think ahead. Download your copy of this guide and start today!

Crowdsourced List of PPP Lenders Gusto “While some banks are accepting applications from their customers and/or non-customers today, other banks may delay accepting applications until Monday, April 6, or later.” CLICK HERE FOR LIST

Logistis‘ wonderful CPA, Jeremy Niswonger to lay it down for you! We are living during a period of trying, uncertain times. The current outbreak of the Coronavirus disease (COVID-19), has had a significant impact on the way we go about our daily lives. From how we work, to how we live, to how we relax, no aspect of our lives has gone untouched. With a potential recession on the horizon and so much unknown about how we will move forward as a society, what does that mean for your business? Now more than ever, you will want to turn to your financial advisor

Here is how you can save money by hiring childcare. Let’s face it, child care is expensive! So why not take advantage of your options to get the most out of your child care costs.  Below we discuss some quick ways you can earn tax savings on your costs of childcare. Here are some MUSTs! Typically have to be a single filer or MFJ (married filing jointly) Your reason for childcare is “to assure the individual’s (your child) well-being and protection” Total allowed expenses for one child or qualifying individual is up to $3,000 Total allowed expenses for more than

https://www.shrm.org/resourcesandtools/legal-and-compliance/state-and-local-updates/pages/california-new-workplace-laws-2019.aspx California lawmakers considered a number of workplace-related bills this session addressing sexual-harassment prevention, lactation accommodations, pay equity and more. Gov. Jerry Brown had until the end of September to sign or veto bills. Here’s what employers need to know about new laws that will take effect in 2019 and vetoed bills that may resurface. Anti-Harassment Requirements Employers may need to expand their sexual-harassment-prevention training to comply with new standards. Brown signed SB 1343, which requires businesses with five or more employees to provide sexual-harassment-prevention training to all workers by Jan. 1, 2020, and every two years thereafter. Currently, only businesses