Author Archives: landwehr

Top 5 Best Practices for Building Strong Client Relationships

The success of a financial company, or any other organization, lies in how competently and extensively they handle their customer relationships. The core values of any enterprise should always include exceptional service as a driver. Hence, creating a robust partnership with every client will be a driver that can help you flourish. Building a strong […]

What Millennials Must Know to Plan for Their Financial Futures

As the baby boomers head into retirement and the Millennials begin to take over the workforce, chances are they have a bit more to think about regarding their financial future than did their predecessors. With a dire outlook on the viability of future social security benefits and an increasingly debt dependent society, it is no […]

Farmers and Fisherman to Receive 2015 Tax Penalty Relief

This year the IRS has announced that farmers and fisherman will be granted a relief from tax penalties due to filing past the March 2nd tax deadline. This is excellent news for those who have been waiting to receive corrected 1095-A forms from the Health Insurance Marketplace. Farmers and fisherman were given an extension and […]

Women in Business magazine

“Holding true to her company’s mission, to encourage clients to think about and organize their finances and teach skills and strategies to be more in control of their money,” Cherie emphasizes her ability to engage in open, honest, non-judgmental communication with each of her clients. Cherie states her goal for every client is to “take the stressfulness away from finances.” […]

5 Small Business Bookkeeping Tips

Every small business must have their financial books in order. Taxes, legal stipulations, and making sure you are financially stable are all reasons that there is no way around bookkeeping. Whether you are a careful bookkeeper that has a great system, or you have a pile of receipts and no rhyme or reason, a little […]

3 Best Accounting Tips for Your Small Business

As a small business owner, you understand the importance of proper accounting practices. Having a system in place to track your cash flow, forecast for the future, and organize everything for an easy tax season is important. However many small business owners have found that they are exceptional at providing their product or service, but are […]

Tax Refunds: Are You Above Average?

It’s tax time. Across the country people are digging through their files to find receipts and getting ready to file. In 2014, the average tax return amount for all refunds was $2,783. Whether your small business paid into the government or was one of the over 149 million that saw money come back, the importance […]

What to Bring Your CPA at Tax Time

Finding the right accountant for your small business taxes is an important decision that extends beyond tax season. The right accountant can help you throughout the year to make sure that your business is ahead of the game when it does come time to file. Depending on the financial company you choose to work with […]