The end of the year, that is. That means that for your San Luis Obispo business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our...

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my San Luis Obispo business owner friends and clients don't really take time off for that).(You can't really take a vacation in the...

Key TakeawaysAs of April 20, 2026, the Consolidated Administration and Processing of Entries (CAPE) tool is the exclusive electronic system for reclaiming IEEPA tariff duty payments. Importers must have an active ACE Secure Data Portal account and an authorized...

There is talk right now that Congress might enact automatic forgiveness for all PPP loans under $150K. This would be a sigh of relief for San Luis Obispo small businesses (and their accountants!) everywhere. Nothing has been passed, but it's under strong...

It’s wild to think how much the business landscape has changed recently, isn’t it? Your processes (and even your own role in your San Luis Obispo business) probably look a lot different than what they did a few years ago. AI is transforming the business world...

Summer usually means slowing down — pool days, vacations, maybe catching the sunset from your deck after work. But as a business owner? It means managing staff vacations, trying to stay visible while your customers are mentally on vacation, planning ahead for Q3, and...

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

“With organization comes empowerment.” —Lynda Peterson Quick Answers: Can I Put Personal Money In My Business Account?If you put personal money into your business account, it must be recorded correctly (as an owner’s contribution, not business...

Loading the dishwasher is a daily job in most households. And, to get clean dishes and not melt your plastic to-go containers, you’ll need to arrange things well. And, according to Consumer reports, there actually is a right way to load yours. While doing...

We’re all waiting and watching (and hoping) to see if federal interest rates will be dropping soon. But the outcome of the August jobs report could also have a big impact on stock market prices. What does this mean for you as a small business...