Creative Planning Business Services

Partnering with a Virtual Chief Information Officer (vCIO) is ideal for small to medium-sized businesses looking to elevate and empower their IT strategy. A vCIO partner can help businesses align technology with their objective, stay current and maintain security.

As a business owner, if you own property, you could be leaving money on the table. Performing a cost segregation study can be an effective way to help your business maximize its depreciation deductions and minimize its tax burden. However, these studies are often overlooked simply because many businesses are unfamiliar with them and the types of savings they can potentially provide. Executive Director Andrew Syrup, CPA covers what qualifies for a cost segregation study and how one could potentially benefit your business.

Does your tax planning strategy span all aspects of your financial life? Attend our upcoming webinar to gain practical strategies to help minimize your tax exposure and maximize your wealth building potential. Register today: https://bit.ly/3AqRW6o

Be curious and stay Informed. Although incorporating tax credits and incentives into your tax strategy may seem like a heavy lift, with the right planning and the help of a professional it doesn’t have to be. Learn more: https://lnkd.in/egzU_PT9

Identify areas for improvement and make any necessary adjustments to your business strategy before things get too far off track. #𝟭 – 𝗖𝗵𝗲𝗰𝗸 𝗶𝗻 𝗼𝗻 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻. Consider issuing an annual customer survey, perhaps offering an incentive to those who complete it. Also, be sure to continually monitor and respond to online customer reviews. #𝟮 – 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀 𝘁𝗼𝘄𝗮𝗿𝗱 𝘆𝗼𝘂𝗿 𝗮𝗻𝗻𝘂𝗮𝗹 𝗴𝗼𝗮𝗹𝘀. Quarterly reviews can help you to honestly evaluate progress toward your annual goals while you still have time to make adjustments and refocus before the end of the year. #𝟯 – 𝗖𝗵𝗲𝗰𝗸 𝗶𝗻 𝗼𝗻 𝘆𝗼𝘂𝗿 𝘁𝗮𝘅𝗲𝘀. Ask your tax advisor: Are there any steps we can take now to minimize our end-of-year tax bill? #𝟰 – 𝗖𝗵𝗲𝗰𝗸 𝗶𝗻 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀. In addition to asking your employees for business feedback, check in with them to gauge their level of satisfaction with their jobs, their benefits and your company’s overall culture. #𝟱 – 𝗥𝗲𝗲𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. Consider analytics such as social media engagement, campaign performance data and paid ad effectiveness. #𝟲 – 𝗖𝗵𝗲𝗰𝗸 𝗶𝗻 𝗼𝗻 𝗶𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆. Do you have any slow-moving products or items that are more popular than expected? Make adjustments based on your findings to keep up with your customers’ demand (or lack thereof). Could you use some help checking in on your business? Creative Planning Business Services is here for you.

Is your business required to comply with CTA and BOI reporting requirements? Gain a better understanding of the Corporate Transparency Act (CTA) and its beneficial ownership information (BOI) reporting requirements in this FAQ guide. https://lnkd.in/g5eUDXsv

Whether it be implementing a new cloud-based solution to improve remote working capabilities or mitigating cybersecurity risk through dark web monitoring and employee training, we can manage the project from end to end. Learn more about our business technology solutions and services: https://lnkd.in/eyHN82Ej

Remain competitive within your industry. The dollar-for-dollar research and development (R&D) tax credit can play a key role in allowing your business to introduce new products and processes, expand its operations, hire new employees and increase R&D efforts. Learn more about qualification requirements in this short article. 

Choosing the right accounting software is crucial for business owners, especially those who fund their own operations. Here’s what to consider before making a decision. 

Unlock insights and solutions with this roundup of business-focused resources curated to help you streamline your business functions, optimize your artificial intelligence and solve your greatest on-the-job challenges.