Roberts Associates, LLC

08/21/2026

Which one gives you the most trouble?

Share your answer in the comments!

08/20/2026

One of the most important decisions you'll make as a business owner is choosing the right business structure.

Here's what to consider:

- Understand the differences between a sole proprietorship, partnership, LLC, and corporation.

- The level of protection depends on how your business is structured and operated.

- Keep your personal and business finances separate.

- Open a dedicated business bank account.

- Maintain accurate bookkeeping and financial records.

- Speak with an attorney or tax professional before choosing or changing your business structure.

Generally, LLCs and corporations can help protect your personal assets from business debts and legal claims, while sole proprietorships and general partnerships typically do not provide this protection.

Have questions about business structures? Drop them in the comments below.

Save this post for later and follow for more practical tax, and business finance tips.

08/20/2026

We love helping our clients stay organized, improve cash flow, understand their numbers, and feel confident making financial decisions.

Ready to spend less time worrying about your books and more time growing your business?

Book a call using the link in our profile or comment "books" below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

08/19/2026

Today, we honor the people who step into times of crisis to help others and stand alongside those facing unimaginable challenges.

Their courage, compassion, and selflessness remind us that even small acts of kindness can make a lasting impact.

Share this post or tag someone you'd like to honor today.

08/18/2026

There’s no question: taxes for small businesses are overwhelming and complicated.

But we’re all about making complex business tax simple with these 5 Must Have Tax Saving Strategies for Small Businesses.

To help you get started, click on the link below to download your free guide!

https://your-data-cfo.kit.com/9c8cc15fc7

08/18/2026

How do I qualify for a business loan?

Lenders typically look at your credit history, time in business, revenue, cash flow, and financial records to determine if you qualify.

How much can I borrow for my business?

The amount depends on your business's income, cash flow, existing debt, creditworthiness, and the lender's requirements.

What documents do I need to apply?

Most lenders will ask for:
- Financial statements
- Business tax returns
- Bank statements
- Profit and Loss Statement
- Balance Sheet
- Business plan (for some loans)

Having accurate, up to date financial records can make the application process much smoother and improve your chances of approval.

Thinking about applying for a business loan? Let us help you get your books organized and your financial reports lender ready.

Book a call using the link in our profile or comment "books" below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

08/17/2026

08/17/2026

Are you fed up with being “everyone” in your business?

The owner. The admin. The scheduler. The bookkeeper. The one answering every message.

It’s exhausting!

You don’t have to hand everything off at once. Start with one small task that drains your time or energy and let someone else take it on.

Your business will still run. You’ll just have more space to breathe.

What’s the first thing you’re ready to delegate?

08/17/2026

1. We keep your books organized so you always know where your business stands.

2. We help you monitor cash flow so you can plan ahead and avoid surprises.

3. We prepare accurate financial reports so you can make informed business decisions with confidence.

4. We keep you tax ready by maintaining accurate, up to date financial records throughout the year.

5. We prepare lender ready financials when you're applying for a business loan or financing.

6. We save you time and reduce stress so you can focus on growing your business instead of managing your books.

Ready to spend less time on your business finances and more time running your business?

Book a call using the link in our profile, or comment "books" below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819

08/16/2026

If you use your cell phone and internet for business, you may be able to deduct the business-use portion of those expenses.

Here's what to keep in mind:

- Only the business-use percentage is generally deductible.

- Keep copies of your monthly phone and internet bills.

- Use a reasonable method to calculate your business use.

- Keep records showing how your phone and internet are used for business.

- Review your deduction each year if your business use changes.

Need help staying tax ready all year? Book a call using the link in our profile or comment "tax" below to learn more about our services.

https://tinyurl.com/CoffeeBreakwithYourDataCFO
Phone: 317-456-7819