For Small Businesses

Let Us Help:

Establish Greater Profitability and Business EffICIENCY!

Your business’ profitability and operational efficiency are at the center of your business’ success!

Our experience, resources, and attention to detail make our financial services second-to-none. As an experienced financial team, we look forward to the opportunity to help transform your business’ financials as we work with you to establish short- and long-term strategies for growth and profitability.

Working with us and enlisting our business services could make all the difference!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or you crave some much-needed business coaching or other strategic consulting, we have been doing this for years, and stay on top of all of the new regulations to help you take the most advantage possible. Legally, and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Business Bank Account Basics for Pasadena Business Owners

Have you been able to keep your mind clear? Have you kept your time-limited output and attention focused on your Pasadena business? I hate to repeat myself, but this is so critical during these globally anxious days. Your business, your team – your FAMILY – is...

Small Business Mentoring For Your Pasadena Business

Did you know that about 20% of small businesses fail in their first year? That’s a daunting statistic for anyone starting a new Pasadena business. And, even scarier, is the reality that companies with owners younger than 30 are even more likely to tank....

A Few More Common Marketing Mistakes Made By Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of 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 is...

The Behavior Profile of Our Pasadena, TX Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Getting Started with Metrics and KPIs in Your Business

Your car dashboard tells you how far you’ve driven and how much gas is left in the tank. Your smartphone has a button to tell you how much space you’ve got left after taking all those pictures of the kids. Your bank’s all too happy to show you a report on how your...

Sandra Tapia’s Tips for Creating a Business Disaster Plan

The past year and a half has been stressful for everybody in Pasadena. And I would argue it’s been doubly so for Pasadena business owners.The thing is though, these things happen. Quite regularly. Maybe not global pandemics, but disasters in general.So, as the person...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Pasadena, TX business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

How Much Do I Owe The IRS? Brandon Jordan Can Help You Get Information From The IRS Discreetly

There is a lot of fear and angst in our culture these days. Sparked by tragic current events, as well as a general sense of disjointedness in our culture. But for many who might be reading this, there is another one that might be lurking latent beneath these other...

The Three Kinds of Customers For Pasadena, TX Businesses

Bar none, the most important asset in your Pasadena, TX business is your client and customer list. This is even true if you are in a "capital-intensive" business with significant material assets. In fact, I'd be very interested to hear someone make a strong case that...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Pasadena, TX

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

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!