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Business Plan Series: Part Three

by Aaron Jaeger | Mar 31, 2021 | small business, SMB, Controller, Bookkeeper, Accounting

In Parts 1 and 2 of Credo’s Business Plan Series, we discussed the purpose (mission) and operational preparedness (demand and ability to execute) of a new business. Here, in Part 3, we will discuss the financial plan.
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Business Plan Series: Part Two

by Aaron Jaeger | Mar 15, 2021 | small business, SMB, Controller, Bookkeeper, Accounting

In Part 1 of Credo’s Business Plan Series, we outlined the mission statement and executive summary as initial, qualitative descriptions of your business. Here, in Part 2, we will explore the demand and ability to execute.
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Business Plan Series: Part One

by Aaron Jaeger | Feb 26, 2021 | small business, SMB, Controller, Bookkeeper, Accounting

Every entrepreneur has a common question: Where am I going to get the money to start my business?  After all, as the saying goes, it takes money to make money.  
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The R&D Tax Credit: How & Why Your Business Should Claim It This Tax Season

by Aaron Jaeger | Feb 10, 2021 | SMB, Controller, Bookkeeper, Accounting, business tax, 2020 Taxes

The federal Research and Development (R&D) Tax Credit (26 U.S.C. § 41) is a hidden gem in the United States tax code. With it, businesses of all sizes that incur qualified research expenses (QREs) can be eligible for up to $250,000 per year and significantly reduce their tax liabilities. Such a...
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Bookkeeping & Accounting: FAQ's

by DonCarlos Bain CPA | Jan 27, 2021 |

Specialized business accounting services for physicians and healthcare providers.
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Bookkeeping & Accounting Services

by DonCarlos Bain CPA | Jan 27, 2021 | SMB, Controller, Bookkeeper, Accounting, business tax, CFO Business Inspection

Specialized business accounting services for physicians and healthcare providers Business Management Consulting The day-to-day challenges of managing a business can sometimes feel overwhelming for busy doctors and physicians. Making sure your practice is in compliance with government...
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The “Second-Draw” PPP Loan Is Here

by Aaron Jaeger | Jan 15, 2021 | small business, CPA, PPP Loans, PPP Loan Forgiveness, 2020 Taxes

Small businesses can now apply for more forgivable funds.
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When To Hire A CFO

by Dan Lucas | Jan 5, 2021 | Virtual CFO, Controller, CFO, Part Time CFO, Bookkeeper, Accounting, Credo

Is your business growing and evolving?
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Small Businesses Prepare for a Stressful Tax Season

by Dan Lucas | Dec 17, 2020 | small business, Accounting, PPP, CPA, loan forgiveness, business tax

The upcoming tax season may prove challenging for small-business owners who received the Paycheck Protection Program (PPP) loan. 
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PPP Loan Forgiveness Terms

by Dan Lucas | Dec 15, 2020 | small business, SMB, PPP, CPA, loan forgiveness, business tax

As 2021 approaches, small business owners who took advantage of the Paycheck Protection Program (PPP) during the height of the COVID-19 pandemic are looking to have their loans forgiven by the US Government. In fact, loan forgiveness was one of the most attractive attributes of the PPP...
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