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Category: Blog Posts

Is your business tracking website metrics?

A computer on a wooden desk displays charts and graphs, perfect for bookkeeping tasks or a law firm accountant in Colorado. The desk is organized with office supplies, a lamp, folders, glasses, a small plant, and a notepad. A window with curtains and another potted plant are in the background.

In today’s data-driven world, business owners are constantly urged to track everything. And for good reason — having accurate, timely information displayed in an easy-to-understand format can allow you to spot trends, avoid risk and take advantage of opportunities. This includes your company’s website. Although social media drives so much of the conversation now when […]

Should You Get an IRS Identity Protection PIN?

A desk with a blue envelope holding cash, a clipboard with a pink sheet, a pen, sticky notes, documents, a calendar, and part of a laptop and glasses—just the everyday essentials for a Colorado lawyer bookkeeper managing accounting tasks.

An Identity Protection PIN (IP PIN) is a six-digit number assigned to eligible taxpayers by the IRS to help prevent the misuse of their Social Security number by ID thieves to file fraudulent federal income tax returns. The IP PIN aids IRS in verifying a taxpayer’s identity and accepting only valid returns via electronic filing […]

5 questions to ask about your marketing efforts

A computer monitor displays "DIGITAL MARKETING" on a desk with notebooks, pen, glasses, a coffee cup, and plants in the background. The neatly organized workspace evokes the precision of a law firm accountant or lawyer bookkeeper ready to optimize productivity.

For many small to midsize businesses, spending money on marketing calls for a leap of faith that the benefits will outweigh the costs. Much of the planning process tends to focus on the initial expenses incurred rather than how to measure return on investment. Here are five questions to ask yourself and your leadership team […]

Compass Real Estate: A Bold Industry Leader Every Step of the Way

A gray mug sits on top of a pale pink folder labeled "notes" and "silver peaks," which rests on a closed laptop—an organized setup that might belong to a diligent CPA or law firm accountant—on a dark floral-patterned table.

If you’ve never heard the name Robert Reffkin before, you’d be forgiven — but you’re almost certainly familiar with his work. Reffkin was raised the child of a single mother, herself an Israeli immigrant. It was from her that he learned the beginnings of what would eventually become his now-famous entrepreneurial spirit. At one point […]

The Art of Running a Successful Family Business: Breaking Things Down

A young woman helps an older man using a laptop at a table, perhaps discussing bookkeeping or reviewing finances online. The man, smiling and wearing glasses, looks pleased as the woman holds a credit card and smiles at the screen—light streams in from a window behind them, creating a warm Colorado setting perfect for consulting with their trusted CPA.

At its core, a family business is exactly what it sounds like: a company or other enterprise owned, operated, and actively managed by at least two people from the same family. This can be a parent and their kids, two siblings, or some other configuration — it doesn’t actually matter, as the management is made […]

Oatly: A Shining Example of What an Entrepreneur Can Accomplish

A person using a laptop with one hand and touching a smartphone with the other, sitting at a white desk with a pen nearby—perhaps diligently handling bookkeeping or accounting tasks, much like a lawyer bookkeeper managing important financial records.

According to one recent study, plant-based foods are now available in about 53% of households in the United States. Roughly 35% of Americans say that they’ve consumed some type of plant-based food in the last year, and of that number, 90% say that would happily do so in the future. All told, searches on engines like Google […]

Protect your company from cyberattacks by adopting zero trust

A person hands a pen and a document to someone with clasped hands, likely during a meeting or a contract signing—perhaps with an accounting professional or bookkeeper—with bright light coming from windows in the background.

Some organizations struggle to prevent cyberattacks because they rely on cybersecurity tools and techniques that protect only their perimeter. Perpetrators who make it past a single line of defense (such as with a username and password) can gain unfettered access to the company’s network. They can then use ransomware to block access to data or […]

Expanding succession planning beyond ownership

Two people review financial documents at a wooden table with a laptop, calculator, and charts—perfectly capturing the collaborative efforts of a bookkeeping professional or CPA. One hand points at a paper, and a pen rests nearby.

Business owners are regularly urged to create and update their succession plans. And rightfully so — in the event of an ownership change, a solid succession plan can help prevent conflicts and preserve the legacy you’ve spent years or decades building. But if you want to take your succession plan to the next level, consider […]

Get serious about your strategic planning meetings

Eight people sit around a wooden table with laptops, notebooks, and coffee cups, viewed from above. Two people in the center are shaking hands—perhaps finalizing an important deal—as others work or look on. The scene captures the collaborative spirit of a Colorado law firm accountant or CPA team working together to achieve success.

Most business owners would likely agree that strategic planning is important. Yet many companies rarely engage in active measures to gather and discuss strategy. Sometimes strategic planning is tacked on to a meeting about something else; other times it occurs only at the annual company retreat when employees may feel out of their element and […]

Prevent conflicts of interest from costing your business

Four people in a meeting room argue while a blonde woman in the background, possibly the law firm accountant, sits at a desk looking stressed with her hands on her temples. Laptops and phones are on the table, hinting at intense discussions about bookkeeping and finances.

Without trust between you and your employees, your business probably wouldn’t be very successful. Delegating responsibility, sharing ideas, working as a team — all require a certain level of trust. However, too much trust can lead to occupational fraud and conflicts of interest. To maintain the proper balance, establish a policy that outlines your disclosure […]