For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

What To Try When Your Frederick Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Frederick...

The Pareto Principle And Your Frederick Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Why Soft Skills Are The Future For The Frederick Workforce

We work with many Frederick business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy...

A Few More Common Marketing Mistakes Made By Frederick Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder about the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this...

Outlining What Occurs During A Business Audit For Frederick Businesses

Our Frederick business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

Jennifer Allen’s Four Steps To Properly Handle Upset Customers

2020 has been ... something.Maybe, if we're all fortunate, the SpaceX launch will be the best thing to come out of this season.Because there is simply pain all around right now. I said this in another place, but it's overwhelming, as someone who has to communicate to...

Using KPI’s For Your Frederick Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

Big PPP Loans Forgiveness Update From The IRS For Frederick Businesses

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Frederick clients, and it has provided a great shot in the arm for others.And, well ... we...

Effectively Using Your Frederick Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Frederick business owner clients (like you),...

Key Marketing And Sales Metrics Your Frederick Business Should Track

It's a large part of my job to work with Frederick business owners by "picking up the pieces" of their finances, and, unfortunately, it's often too late to have done any good. And of course, we work with plenty of thriving businesses in Frederick by helping them spot...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!