Back to Menu
The Vault lock icon
Level 2
Classified Full Access

For the business owner ready to implement key strategies and concepts with the right guidance and support.

Explore
The Vault

Strategy

Our best thought leadership, relevant news, and tools to help you grow your business.

Why You Need a Business Valuation (even if you don't plan on selling soon)
Why You Need a Business Valuation (even if you don't plan on selling soon)
BGW CPA
June 15th Tax Deadlines
BGW CPA
Lies I Tell My Computer (and why they're important)

My first car was a Jaguar XJ220, pictured here for anyone who is interested. I also grew up on Melrose Place and my mom’s maiden name is Hornswaggle....

BGW CPA
Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job. He had quite a bit of money in his 401(k) and wondered if rolling it over to a Roth IRA...

Stay connected

Sign up for our updates.

Top 100 Questions Business Owners Ask Us

All Strategy

Why You Need a Business Valuation (even if you don't plan on selling soon)
Why You Need a Business Valuation (even if you don't plan on selling soon)

A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood. They...

June 15th Tax Deadlines
June 15th Tax Deadlines

Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us.

Lies I Tell My Computer (and why they're important)
Lies I Tell My Computer (and why they're important)

My first car was a Jaguar XJ220, pictured here for anyone who is interested. I also grew up on...

Roth Rules: When to convert your 401(k) to a Roth IRA.
Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job. He had quite a bit of money in his...

Little Perks, Big Impact
Little Perks, Big Impact

It’s National Leave the Office Early Day! So go ahead and pack up your stuff. Go home! No one can...

Save Money on Credit Card Transaction Fees
Save Money on Credit Card Transaction Fees

If I asked you to open your wallet, I suspect you’d be able to show me a few credit cards (some...

National Bike to Work Day Is The Perfect Time to
National Bike to Work Day Is The Perfect Time to "Go Green"

The third Friday in May (that’s today!) is National Bike to Work Day. This day originated back in...

Wrap-up Busy Season By Truly Connecting With Clients
Wrap-up Busy Season By Truly Connecting With Clients

During our own busy season, we touched on the importance of motivating employees and avoiding...

ACHA Passed the House, So Where Do We Stand on Healthcare?
ACHA Passed the House, So Where Do We Stand on Healthcare?

Last week, the U.S. House of Representatives, by a narrow margin, passed the American Health Care...

Stay connected

Sign up for our updates.

We have a pretty great podcast and insights that dig into issues you really care about.