Business advisory goes beyond financial reporting. This category focuses on strategic guidance for business owners who want clarity, control, and sustainable growth. We cover cash flow planning, profitability analysis, entity structuring decisions, compensation planning, KPI development, and long term growth strategy. The emphasis is on informed decision making backed by financial insight rather than reactive accounting support.

November 25, 2024

Agate CPA November Newsletter: 1099’s, 401k Automatic Enrollment, Preparing For 2025, & More!

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. 1099s Due January 2025 What’s a 1099? Why Do I Care? IRS […]
October 18, 2024

Agate CPA October Newsletter: IRS Relief, Accounting Services, Year-End Tax Ideas

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. IRS Announces Disaster Tax Relief for Victims of Hurricane Helene & Milton […]
October 6, 2024

Agate CPA September Newsletter: Social Security Breach, ERC Disclosure, Year-End Tax Ideas

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Social Security Breach – How to Protect Yourself In a recent cyberattack, […]
August 1, 2024

Agate CPA August Newsletter: Year-End Tax Ideas, Monthly Accounting, What the IRS Expects to See

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Tax Ideas Before the End of the Year As summer winds down, […]
July 1, 2024

Agate CPA July Newsletter: Tips for New Law Firms, CTA Preparation, S Corp Enforcement

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Are you a new law firm owner? We have some have some […]