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Aaron Jaeger

As a business owner or senior-level executive, you need the support of someone who can keep you focused on what is most important to drive the financial health of your business. Aaron is passionate about investing in leaders to help bring an influential and strategic mindset to the path of the organization they are championing. It’s about harvesting innovative ways to drive high performance in their business, turning the complex into simple, and enabling decision-making through thoughtful insight and collaborative approach.

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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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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10 Warning Signs of Company Fraud

by Aaron Jaeger | Dec 9, 2020 | small business, financial fraud, employee fraud, mule accounts, account takeover, SMB, business risk, embezzlement

Globally, it is believed that 5% of revenue is subject to fraud – that’s $4.5 Trillion (with a ‘T’) in annual losses due to fraud.  Fraudsters affect everyone and any type of business.  Whether a small, private company or a $1B publicly traded company, there is an equal chance of exposure to a...
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The Sacred Cow's Worst Enemy

by Aaron Jaeger | Nov 30, 2020 |

In recent corporate history, executives or change agents have frequently used the phrase: “Insanity is doing the same thing over and over again and expecting different results.” This hyperbolic call is to challenge the norms so as to innovate or deploy corrective action to otherwise improve. ...
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