Real Tips from Real Accountants: The Importance of Year-End Clean-up

With 2020 quickly drawing to a close, many members of our Business Services & Solutions Team are assisting valued clients with the year-end clean-up process. What is this process exactly and why is it so vital as we move towards starting a new year? Here is the prompt some of our team members weighed in … Continued

What is it like in the beginning?

We are often asked what a new client should expect when they begin the process of partnering with our firm for accounting assistance. Our answer varies a bit from client to client based on their needs, but the tone is always the same. The tone is always reassuring in nature. We want new clients to … Continued

QuickBooks Online Monthly Updates

By: Natalie Bruns, CPA, MBA- Senior Accountant Intuit is striving to keep up with client’s needs and has been developing new features and improvements to serve their users.  They have come a long way in the last couple of years, by not only creating cloud-based accounting, but also creating a cloud-based accounting solution that is … Continued

Blog Series: Real Tips from Real Accountants: Stop Killing your Cash Flow

Some of the accountants that make up our Business Services & Solutions Team are back with the next installment of our blog series, “Real Tips from Real Accountants.” This time we are focusing in cash flow. Team members were asked to address the following for this blog: Share one or two things that business owners … Continued

Real Tips from Real Accountants: QuickBooks Tips

Our blog series that offers real tips from the accountants that make up the H&M team rolls on. In this installment, we focus on QuickBooks. This is an accounting software that is very popular among business owners. Many members of our team are highly proficient in the software and share some of their favorite features … Continued

The Fiscal Facelift

From effective bookkeeping, to updated medical billing & coding, Holbrook & Manter offers plastic surgery accounting services to help grow your practice!

Thinking of Starting a New Business?

By: Linda Yutzy, Administrative Assistant In today’s economy, we see a myriad of businesses that begin with impressive, innovative ideas and products, but they are short-lived and end up closing their doors.  According to the SBA (The U. S. Small Business Administration), almost 80% of new businesses started will survive their first year.  That sounds … Continued

Tax Document Retention Guidelines for Small Businesses

Is your office littered with important documents? Tax returns, receipts, canceled checks and other financial records? Or perhaps your computer desktop is filled with a multitude of digital tax-related files? You’ll find it easier to file your taxes next time around if you cut down on the clutter. To perform a cleanup, call us in … Continued

Loans between a business and its owner

It’s common for owners of closely held businesses to transfer money into and out of the company. But it’s critical to make such transfers properly. If you don’t, you might hear from the IRS. Why loans are better When an owner withdraws funds from the company, the transfer can be characterized as compensation, a distribution … Continued