Direct Talk

As we gather around tables this Thanksgiving week, I find myself reflecting on what I'm most grateful for in my practice—and it starts and ends with people. To My Clients: Thank You for Your Trust Running a business takes courage. Whether you're launching your first venture, growing an established company, or navigating unexpected challenges, you're doing something remarkable. Thank you for trusting me to be part of your journey. Your mom-and-pop shops, family businesses, and

Here are the essential tasks every small business owner should complete before December 31st to ensure a strong start to 2026.

Before you start tossing receipts and other business documents into the trash, you should know what to keep and for how long.