What Does RIA Stand For? A Beginner’s Guide to Registered Investment Advisors In the world of finance, understanding the various types of advisors and their roles is crucial for making informed decisions. One term that often comes up is "RIA," which stands for...
Resources
Unlocking Financial Management Success: 4 Cash Flow Strategies for Small Businesses
Unlocking Financial Management Success: 4 Cash Flow Strategies for Small Businesses Are you a small business owner? Do you struggle to pay suppliers on time or cover essential expenses? If this sounds like you, you’re not alone. According to SCORE, 82% of small...
How to Prepare Financially for Hurricane Season 2024
How to Prepare Financially for Hurricane Season 2024 As we edge closer to hurricane season 2024, it's crucial to focus on not only our physical safety but also our financial security. The tropical storm season kicks off June 1st and lasts until November 30th....
Finding the Best CPA Near You for Your Small Business
Finding the Best CPA Near You for Your Small Business In the intricate world of small business management, financial expertise is paramount. But, for many business owners, dealing with tax laws, financial statements, and rules is hard. This is where hiring a...
The Benefits of Financial Consulting Services for Small Business Owners
The Benefits of Financial Consulting Services for Small Business Owners Small businesses are fast-paced. Navigating financial planning, risk management, and investments can feel hard. Every strategic move impacts both your bottom line and growth. This is where...
How to Create a SBA Business Plan that Attracts Loans
How to Create a SBA Business Plan that Attracts Loans Starting a business is an exciting but challenging endeavor. One major hurdle entrepreneurs face is securing funding to launch their business. Many people choose Small Business Administration (SBA) loans. They have...
Major Federal Tax Due Dates
MAJOR FEDERAL TAX DUE DATES 2024 Stay ahead of the game with these important tax dates to mark on your calendar: JANUARY 31st Send out FORM 1099-NEC to recipients and related 1096 to the IRS. Deliver FORM 1099-MISC to recipients. Hand out FORM W-2s to employees...
Importance of Financial Literacy
Financial literacy is important for maintaining financial health. It involves understanding concepts like budgeting, saving, investing, and debt management. To be financially savvy, you must understand products and services. You also need to make smart choices about...
Managing Cash Flow: A Guide for Business Success
Managing Cash Flow: A Guide for Business Success Cash management is a fundamental piece of successful business operations. To have financial health, you need to know when and how to pay bills and manage cash flow. With careful planning, you can ensure that payments...
Preparing Your Small Business Finances for Year-End: A Luca Financial Guide
Understanding The Importance of Managing Your Year-End Small Business Finances As the year concludes, both big and small business owners must assess their financial health. Managing your small business finances effectively through a thorough year-end review offers...