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From the firm: Growth in business and personal pursuits

We’re moving steadily along in 2023, and spring will be here before we know it! It’s time to reevaluate the goals you set for yourself and your business at the beginning of the year and adjust as needed.

Tax season is here, and if there’s one phrase that will have you running for the hills, it’s “back taxes.” But fear not; we give you the lowdown on all things back taxes in case you receive a notice from the IRS. Take a deep breath; it’ll be fine.

In the second installment of our Financial Foundations series, we dive into budgeting for both individuals and businesses. We’ve rounded up five of the best budgeting apps available to help you get to know your numbers, commit to staying on track with your spending and even save some cash for a rainy day.

Ready to grow and scale your business this year? With these best practices, you’ll be able to make a plan with your eyes wide open and set yourself up for success. While you’re looking to scale, invest in your team’s skills by offering them access to learning platforms. We’ve gathered some of the best applications available—and some options are even free.

Earth Day is right around the corner, so we have a quiz to test your knowledge of Mother Earth and how Earth Day came to be. And if you dig flowers (we see you, anthophiles), you’ll want to put the pedal—er, petal—to the metal and check out these flower festivals with your buds.

Here’s to your growth in 2023!

Your trusted advisors

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