Stay updated on all areas of tax filings and business processes affected by COVID-19

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Online reviews: What you need to know

Do online reviews help or hurt a business? Depending on the type of review, of course, it could go either way.

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From the firm: A new reality is here

As we continue to navigate this unprecedented time. we hope this issue of In The Loop provides you with sound guidance for your financial and personal health.

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Saving for college? Get the 411 on 529s

The last quarter of the year (and back-to-school season) is the perfect time to start thinking about saving for college.

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Developing a niche strategy for your business

Learn how you can corner a niche market by meeting unmet needs and solving unique challenges within a specific industry

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Perfecting the contactless customer experience

As concerns around public health and safety continue to rise, so does the popularity of contactless service. Take some time to perfect yours.

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Learn to earn: Money lessons for kids

Help your kids understand the importance of earning money now to build good habits later in life.

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Life and living: Prioritize your health with these strategies

Personal health and safety is on everyone's mind these days...and for good reason. Review our tips here to help you stay healthy.

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Mind flex: Host an at-home fall or harvest party

Fall is likely going to look a lot different this year. So, why not make the best of it with these at-home festive fall and harvest party tips?

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6 tips for late-start college savers

Saving for your child’s college education later than you planned? Follow these tips to get you on track.

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Get schooled on college savings plans

Helping ensure that you stay current on 529 plan withdrawal rules.

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7 tips for surviving 'back to school' this year

It's hard not to be apprehensive about fall this year with many schools reverting to online learning at home for students. Here are a few tips to make sure virtual school plus remote work don't equal your loss of sanity.

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Take some time to optimize your Google My Business profile

The internet is where most consumers find a business, so take the time to update and optimize your Google My Business profile. Here are a few tips:

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Back-to-school budget-friendly tips…

While 2020 may look a bit differently, kids will still need a few essentials for back-to-school. Here are a few tips to keep you within your budget.

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Top 5 reasons to leave the accounting to us

An eBook for attorneys.

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Top 5 reasons to leave the accounting to us

An eBook for real estate professionals

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Top 5 reasons to leave the accounting to us

An eBook for real estate professionals

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Client Spotlight - Sue Reardon - Suite Spotte

Our Client Spotlight Series features casual, interview style conversations with XPonent Group business clients. This spotlight features Sue Reardon, Owner of Suite Spotte. Enjoy!

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Upping data security for virtual workspaces...

For those adopting the new normal of virtual workspaces, upping security must be a priority to keep data safe.
Here are a few security essentials to keep in mind.

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Act your retirement age

An age-based guide to meeting your retirement goals

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Retirement planning by the numbers

Tips and tactics for ensuring your financial security at retirement time.

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Simple home decor upgrades...

A major renovation isn’t necessary to refresh your living space. Just start with a few small projects.

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Choosing a retirement plan that fits your biz

Review our concise list of retirement plan options for your business.

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The extended individual tax deadline is approaching fast…

With only a few weeks left before the extended filing deadline, consider these basic tax season reminders.

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Mind flex: Pet trivia challenge

How much do you really know about your favorite animal friends? Take this quiz to find out.

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A preparedness plan to protect your future

Having a preparedness plan in place is critically important. Here are some tips to help you get started.

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DIY soaps and sanitizers

With a few supplies and a little bit of time, you can make your own stock of soaps and sanitizers.

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From the firm: Preparing for the future...

No one could have predicted that at the beginning of 2020 we would be living a new normal...

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Retirement planning at any age

Your handy "save-by-age" guide to keep you on track for meeting your retirement goals.

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Ditch delinquent payments

Help is here to eliminate tardy payments and any penalties that come along with them.

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Get your indoor herb gardening on!

New gardeners have come out of the woodwork this year, looking to create a sustainable food supply in their own backyards. Of course, not everyone has the space or the time to create a full-on outdoor garden. So, why not start small…and indoors?

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5 tactics to spending less this year

It’s safe to say that most people are laser focused on money right now—specifically on how to make it last longer. To help you do just that, we compiled the following list of tips for spending less in 2020:

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5 tips to getting your healthy on this summer!

With more of us likely staying close to home this summer, why not plan to either start a healthy and regular workout schedule or enhance your current routine? It’s never too late in the year to get your healthy on, so we’ve compiled a short list of tips to get you moving.

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A sure-fire solution to get out from under time-consuming bookkeeping tasks

Outsource your back-office work so you can get back to business!

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From the firm: Mid-year is almost here...

It's hard to believe that 2020 is nearly half over. Think back to your hopes and aspirations and...

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A simple mid-year review

The mid-year business review—for some entrepreneurs it’s a dreaded and daunting task. Let us walk you through three simple questions to assess your business and help.

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Making entity type selection easier

Every business must fall under an entity type. And the structure you choose directly impacts many key aspects of a business. We put together our quick-scan summary for you to review.

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Natural pain relief

Aches and pains can come with age, long work hours and heightened stress. The following are some natural remedies you can try in order to reduce inflammation and pain.

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Avoid payroll paralysis

3 tips to get you moving and back to business

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Cooking with fire

Whether you cook while sitting around a campfire or fire up your backyard pit, make some memories around the campfire with this three-course meal.

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I scream, you scream for ice cream quiz

Ice cream is the quintessential summer treat—but how much do you really know about its history? Take this quiz to find out!

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Get your just (credit card) rewards!

From buying equipment to employee meals and travel, having a business credit card to make purchases is essential—and so is choosing one that provides rewards!

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Is this the year for a staycation?

Summer is typically the time people start planning vacations—Disney World…cruises…the beach. This year, however, travel may not be in the cards. But that doesn’t mean you have to sacrifice down time and fun with the family. Make this the year you plan a fantastic staycation! Here are some tips to make sure you can kick back, relax and have a memorable time with a vacation at home.

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2 BIG pieces of SMALL business startup success

Your concise guide to business entity selection and accounting system setup.

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A stack of about ten credit cards.

Put an end to your credit card quandary

Ask the right questions to select the best card for your company.

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Work-from-home best practices

The fact is that many of us are now working from home…and we’re not sure just how long this will be a necessity. With this in mind, we compiled a list of best practices to support a successful and secure work-from-home operation.

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How to minimize distractions while working from home

Working from home has increased in popularity over the past several years. But today, amidst the COVID-19 crisis, it’s not only popular, but required for many. Moving from a hustle-and-bustle professional workspace to a home office can be a major transition for many. To help you make the move successfully, here are a few tips to reduce distractions while working from home:

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Why file your tax return early? Lots of good reasons...

If April 15 always seems to sneak up on you, get out in front of this year’s tax deadline and file early. Here are a few top reasons why you should…

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From the firm: Break away from the everyday...

Just when you thought it might never end…the dull, drab days of winter are fading into the warmer, brighter days of spring.

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Checklist: Spring clean your finances

Spring is the perfect time to review your spending habits and create a plan to get and stay on a healthy financial path this year. Use this handy checklist to clean up your financial situation and improve your financial future.

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Dog-friendly destinations

If leaving Fido behind when you travel is not an option, check out these dog-friendly destinations from across the country.

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Spring training: Onboard your new hires with ease

Leaving new employees to learn as they go is not the best way to ensure they deliver on your company's promise—having a structured new-hire training program in place is.

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6 steps to boat ownership

If buying a boat is on your to-do list this spring—congratulations! For many people, boat ownership is the passage to freedom and lots of great memories found on the open water. Use these six steps to help simplify the process.

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Holland’s spring must-sees

Holland is known as a destination for tulips and spring flowers, but there are many more must-see attractions you’ll want to take in if you visit this beautiful destination in the Netherlands.

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Sunglasses on a small hill of sand.

Test your spring break knowledge

Whether it’s been a while since your last spring break getaway or you are planning a trip this spring, our trivia questions are sure to challenge your knowledge of this time-honored tradition.

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What you need to know about changes to retirement and 529 plans

The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.

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Smart tax tips for 2020

It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year...

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Modern conference room

5 tips for hosting magical meetings

Okay, so maybe not magical…but there are things you can do to rev up engagement in your meetings. After all, it’s likely that you spend at least 25 percent of your professional time in meetings, so why not put a little work into making them more appealing for all those involved. To get you started, give the following five tips a try...

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Set your career goals for 2020

There’s no better time to talk about goals than the start of a new year. And what better topic than your career? The following are a few tips to help you set reasonable and achievable goals this year...

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Financial resolutions for 2020…Get on a healthy track as the New Year kicks off

The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started...

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Get inspired!

Need a little motivation to make your 2020 goals happen? Clip these quotes from some of the world’s most inspiring leaders!

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From the firm: What's your 2020 vision?

It’s a new year—and a new decade! Do you have plans for what you want to achieve over the next year? If not, let this issue of In The Loop be your guide.

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Office organizing 101

If you left your office in disarray before the holidays, you’re probably not the only one. However, a cluttered workspace can hinder your productivity. As you ease back into your regular work routine, take an hour to apply our tips to help you clear out, clean up and create space for a new year.

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Business or hobby? A guide to help you stay compliant with the IRS.

Do you run an Etsy shop or sell jewelry in your spare time? Have you always dreamed of turning your hobby into a business? If so, it’s important to realize that the IRS has specific tax rules about this type of enterprise. Before you take the leap from hobby to enterprise, consider the following:

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Live in the moment

It’s a brand new decade! Are you ready to make the most of each day? If you need a little help to live in the moment, try these tips:

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Meet your 2020 financial goals

When you think about making a list of financial goals, do you feel like a deer in headlights? Or does it seem too time-consuming? It doesn’t have to be. For most of us, it boils down to answering a few common questions, including:

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Soup's on!

These simple but substantial soups and stews will help you ease back into healthy eating after the holidays. Best of all, they require only a few ingredients and very little time to prepare! Whip up a batch or two using these recipes and enjoy!

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Name that Holiday tune!

From malls to grandma’s house to your own Christmas playlist, you’ve probably heard these holiday songs hundreds of times. But do you really know the lyrics as well as you think? Take our holiday tune quiz to check your knowledge. Simply pick the correct tune to match the lyrics offered.

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Hitting the slopes 101

If you’ve always dreamed of skiing down snowy slopes, winter is the perfect time to learn. However, before you purchase skis or book a week at a ski lodge, use these tips to help you get started safely.

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From the firm: Time to spread holiday joy

It’s hard to believe the holidays are here again! In tandem with the holidays is end of year (EOY) for businesses...and all the EOY tasks that come with it. Touch base with our firm if you need assistance.

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Ho-ho-hold the holiday overload

Is your to-do list already a mile long this holiday season? If so, you might be setting yourself up for serious holiday overload. These simplifying strategies can help you avoid excess on every level—financial, physical and mental—so take a few minutes and trim your list a little.

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Eco-friendly holiday tips

Lights, heat, cooking and wrapping gifts are just some of the ways energy use gets amped up at the holidays. Review our list of tactics below to make your holiday greener.

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Cook for a crowd—no sweat!

The holidays are a great time to gather family and friends for a holiday meal. However, as your guest count multiplies, so might your worries—unless you use these tips to keep your cool as you cook for a crowd this holiday season.

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EOY business tips

Before the holidays completely take over, check out this list of tips for taking care of end-of-year business tasks. Doing so will help you stress less during EOY and better prepare you for 2020.

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Whoa—where did summer go? Hopefully you enjoyed it!

Now that we’re making our way into fall, it’s a good time to take stock of your business and personal financial life. Do you need to make any adjustments to hit goals before year end?

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The scariest scams to avoid

Halloween is often a season of scary tricks and spine-chilling treats, but there’s nothing scarier than falling victim to fraud. To help avoid this, be aware and take precautionary measures by reviewing the following popular scams and adhering to the safety tips offered.

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several people sitting in a row of chairs against a brick wall waiting and all holding paper such as an application or resume

Is the time right to hire employees?

Hiring your first employee or expanding your workforce is a big step, but how do you know when the time is right? If you’re unsure, take note of these four telltale signs…

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Achieving success as a solopreneur

Working alone is no easy task. And running a business on your own means that you, and only you, are responsible for your success. Staying focused and efficient is key to successful solopreneurship. Be sure to review the following tips—all focused on helping you rock it as a solo “artist.”

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Is a 'gap' year a good idea?

According to The National Centre for Vocational Education Research (NCVER), approximately 25 percent of high school seniors take a year off between graduating high school and starting college. However, only about 10 percent did so intentionally. The remaining 15 percent reported taking a gap year to “find themselves.”

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The art of canning produce

The fall harvest inspires many home cooks to give canning a whirl. However, if you’re new to canning, it can be intimidating. While safe canning does require some equipment, it is relatively easy to do once you follow a few simple tips.

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The best Halloween movies quiz

Gather the family around and see if you can match the clues below to the correct Halloween flick. Then create a list of your family friendly favorites to watch during the spookiest season of the year.

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Save on digital subscriptions

If you are like many people, you’re probably spending more than you think on digital subscriptions—including music streaming, cloud storage, video libraries, software packages and more. When you take a moment to add up the cost, it’s likely fairly high. Want to start cutting back on digital subscription expenses? Here are a few pointers:

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From the firm: Better every day

July and August are the heart of the summer season, and this is the perfect time to slow down and enjoy all that summer has to offer. From vacation days to summer meals, there is a lot to look forward to this summer. There’s also a lot to look forward to in this issue of In the Loop, including:

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Cut your summer vacation costs with reward points

These days, you can earn points for just about anything…and the points can add up quickly. This means that you can often use reward points to finance big-ticket items like airfare and hotel stays. Here are some tips from reward plan experts to help you cut your summer vacation costs by using reward points.

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Top CEOs share their summer reads

Summer’s here, and perhaps you’re looking for a few new books to add to your reading list. Some of America’s top CEOs can help! Check out these picks recently featured on

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Creative campfire cuisine

Unless you love spending a lot of time cleaning up when you are camping, you’re likely looking for simple meals with minimum prep time. We’ve got you covered here with these tasty suggestions:

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Social media update for businesses

Has your business been on Facebook forever? Or are you just taking the plunge into social media? Whatever your specific situation, it’s important to update your social media strategy at least every year to ensure you are keeping up with the latest trends and emerging networks. To help you make the most of social media in 2019, we have compiled the latest advice from the social media sphere.

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Top financing tips for your small business

One of the most challenging aspects of being a business owner is managing your finances. The following tips offer sound advice on this topic. For more customized guidance on financing for your business, contact our firm.

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