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5 Critical Tax Tips For Nonprofits in 2019

No one enjoys filing taxes, but it can be especially problematic for nonprofits. Many nonprofits focus on their cause so much that they neglect proper organization. As a result, they deal with disorganized records and systems, and a lack of clarity around tax issues....


For a business owner, taxes can be overwhelming and cumbersome. Tax deductions allow you to save thousands of dollars each year on your taxes and make tax filing a much more bearable experience. In this post, we'll list some of the tax deductions you can use to...

The Smart Business Owner’s List Of Tax Credits

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PRESS RELEASE: Cassidy Jakovickas, CPA of Fresno, CA Appointed to Intuit’s Accountant Council

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Beyond The Numbers: What We’ve Been Reading

Although our team loves using numbers and spreadsheets to help our clients make the best financial decisions, we also enjoy reading great books. Staying well read on both fiction and non-fiction books helps us hone our imagination and introduces us to new, sometimes...

Looking Back At April

It’s hard to believe that we’re at the end of April, but it’s true! This month, we helped our clients wrap up another great (and busy) tax season. There was, as always, a lot of paperwork, emails, and nail-biting involved in the days preceding April 15, but that’s all...

5 Last-Minute Tips For Filing Taxes in 2019

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An Introduction To Cybersecurity for Business Owners

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March News Roundup

Wow! It seems like we just started March and we’re already moving into April! As we move into the final stretch of tax season, we’re recapping this month’s news for you, just in case you missed it amid the tax-related hubbub. MBS Accountancy: November Review This...

Beyond The Numbers: What We’ve Been Reading

Reading Time: 2 minutes

Although our team loves using numbers and spreadsheets to help our clients make the best financial decisions, we also enjoy reading great books. Staying well read on both fiction and non-fiction books helps us hone our imagination and introduces us to new, sometimes better, perspectives on life.

For this week’s post, we decided to name one of our favorite books and explain why we like it so much.

What Cassidy’s Been Reading

Good to Great by Jim C. Collins

I love the focus on discipline and how important it is for your company to turn the corner.  Discipline is what allows you to make the tough decisions when they need to be made.”

What Nancy’s Been Reading

Rich Dad, Poor Dad by Robert T Kiyosaki

This book motivates the average employee to become an entrepreneur and introduces a different perspective on how to become rich. Rich Dad, Poor Dad teaches the basics of accounting and stresses the importance of financial literacy. It’s an excellent book to read, whether you’re planning on starting your own business or just wondering how people become rich.

My favorite excerpt from the book is when Robert Kiyosaki tells the story of how his two dads would react when something was unaffordable: One dad had a habit of saying, ‘I can’t afford it.’ The other dad forbade those words to be used. Instead, he asked, ‘How can I afford it?’ One is a statement, and the other is a question. One lets you off the hook, and the other forces you to think.

By thinking about how you can afford something, it opens up more doors and opportunities than saying you can’t afford it and stopping there.”

What Riccardo’s Been Reading

Start with Why by Simon Sinek

“I enjoy the book because it inspired me. It doesn’t look at the world with new ideas. Instead, it takes old ideas and gives another perspective on them. My favorite excerpt from the book is when Sinek says, ‘We make assumptions about the world around us based on sometimes incomplete or false information…This is important because our behavior is affected by our assumptions or our perceived truths. We make decisions based on what we think we know'”.

What Maggie’s Been Reading

The Responsible Company by Yvon Chouinard and Vincent Stanley.

have great admiration for Yvon Chouinard (and it’s not just because he has Canadian ancestors and Patagonia is a CA-based company). In the 1990s, Patagonia was enjoying financial and social success, creating an excellent place to work, a culture of corporate tithing, and encouraging environmental activism. When a supply chain audit revealed that cotton had a massive ecological footprint, Chouinard committed the company to convert to organic cotton in a specified timeframe, despite external pressures and internal resistance.

I appreciate the idea of a business looking beyond the measurable financial bottom line to the global “bottom line” and successfully improving both.  Anecdotally, Patagonia’s experience shows the two ideas of financial management and corporate responsibility are not necessarily mutually exclusive”.



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