Smart Business BLOG

Made for sharp business minds—who want clarity, not clutter.

From compliance and payroll to planning for growth, we break down complex topics that shape the decisions behind how you run, invest in, and grow your business.

Smarter business starts here.

Join for the insights. Stay for the “oh, that actually helped.”

Learn about the backdoor Roth IRA, a powerful retirement savings strategy for high earners.

Backdoor Roth IRAs: The Hidden Retirement Tool

In the ever-evolving world of finance, there are always new techniques and strategies emerging to help individuals save for their retirement. One...

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Learn the crucial difference between profit margin and markup in small business accounting.

Markup and Margin Explained: Stop Pricing Mistakes & Boost Profits

Running a business isn’t just about selling great products or services—you’ve gotta price them right, too. And if you're mixing up markup and profit...

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Discover how to successfully incorporate artificial intelligence into your small business.

How to Use Artificial Intelligence (AI) in a Small Business

In today's fast-paced world, small businesses are constantly seeking ways to improve efficiency and productivity. One tool that has gained...

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Learn 3 key tax strategies often overlooked by CPAs.

Top 3 Tax Strategies Your CPA Could Be Missing

As a firm that has been in existence for 60 years, we’ve seen all there is to see in reviewing tax returns in the marketplace. Some are a little… out...

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Learn how transition your small business for a successful exit.

Small Business Exit Strategy: A Guide to Transitioning Your Company

Are you a small business owner considering transitioning out of your company? This is a significant milestone, and careful planning is key to a...

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Learn how S Corporations are taxed and whether it's the right choice for your business.

How Do S Corporations Get Taxed?

One of most frequent questions we hear from business owners is around how an S Corporation works. Now, almost every business we work with has a tax...

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Set realistic and achievable goals for your small business with the SMART goal-setting approach.

How to Set Realistic and Achievable Goals for Your Small Business

No matter the size or industry, every business can benefit from clear goals that align with its vision and values. Delve into the importance of...

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Learn about the Paid Time Off Law in Illinois for 2024—exceptions, major changes, and when employees can take PTO.

What You Need to Know About the 2024 Paid Time Off Law in Illinois

Are you ready for some important information about the new paid time off (PTO) law in Illinois? Well, you've come to the right place! Effective...

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Don't get stuck in the past—discover the top trends for small businesses in 2024.

The Top Trends for Small Businesses in 2024

Are you ready to dive into the future of small businesses? Today, we're here to bring you the top trends you can expect to see in 2024. Cybersecurity...

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Business insurance is crucial for protecting your livelihood and ensuring financial stability.

Why is Business Insurance Important?

Running a business is an exhilarating journey filled with challenges and triumphs. You pour your heart and soul into building something from the...

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identify and eliminate unnecessary expenses in your small business.

Trimming the Fat: Identify and Eliminate Unnecessary Expenses

Running a small business is a constant exercise in balancing growth with financial responsibility. Every dollar counts and identifying areas where...

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Getting insurance from an accounting firm streamlines your financial management, improves communication, and ensures accurate coverage for your business needs.

Combined Insurance & Accounting: Better Coverage, Less Hassle

One of the first questions that comes to mind when considering insurance from an accounting firm is “why choose this option over a traditional...

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