Green Visor Accounting

09/03/2026

Occupational fraud perpetrated by owners and senior executives can be particularly costly for businesses because these individuals usually have greater authority to override internal controls. To reduce fraud risk, familiarize yourself with the three sides of the “fraud triangle”: pressure, opportunity and rationalization. These factors generally enable fraud. Also establish strong controls and policies that prevent owners and executives from overriding them. And offer an anonymous tipline or web portal so that workers can report suspicions without fear of retribution. Call us at (561) 370-7414 for help assessing controls and investigating incidents.

09/02/2026

The deadline for Q3 estimated tax payments is September 15, 2026. This payment is based on income earned from June 1, 2026, through August 31, 2026. For those who make these payments, staying current can help minimize potential penalties and make year-end filing more manageable.

If you would like assistance confirming the amount to pay or reviewing payment options, please contact our office. We are happy to help.

09/02/2026

You may be eligible for the Child and Dependent Care Credit if you pay for care so you can work. For 2026, the credit for lower-income taxpayers increases from 35% to 50% of the first $3,000 of qualified expenses for one child ($6,000 for two or more children). Some middle-income taxpayers may also qualify for a larger percentage than in prior years. Call us at (561) 370-7414 to learn how the updated rules may apply to your family.

09/01/2026

Accurate bookkeeping starts with understanding how debits and credits work. Under double-entry accounting, total debits must equal total credits. Assets, liabilities, equity, revenue and expenses each follow specific debit and credit rules. These entries ultimately flow into your business’s balance sheet, income statement and statement of cash flows. Accounting software can automate many bookkeeping tasks, but it can’t always determine how to record and classify transactions properly. If you have bookkeeping questions, contact us at (561) 370-7414. We can help you maintain accurate, up-to-date financial records and produce reliable financial statements.

08/31/2026

08/31/2026

As we move through the second half of the year, now is a good time to step back and revisit your tax strategy. A few proactive decisions now can help reduce surprises later, improve cash flow, and put your business in a stronger position before year-end.

Swipe for a few practical tax strategies we can help small businesses take advantage of ahead of year-end.

Some of the best tax strategies are only useful if you act before year-end. Even a short review during the year can make a meaningful difference. So, if you would like to review your current tax strategy, projected payments, entity structure, or year-end opportunities, please reach out.

Our team would be happy to help you identify practical next steps and make sure you are taking advantage of the options available to you.

08/31/2026

Static budgets can quickly fall out of sync with reality in today’s volatile markets. Rolling forecasts offer a smarter, more flexible approach, updating your projections throughout the year to reflect real-time changes in your business, industry and market. They complement your annual budget and help you make better decisions, faster. Want to improve your forecasting and budgeting? Let’s talk. Call us at (561) 370-7414.

08/27/2026

Businesses have long used bank lockbox services to accelerate collections and reduce work involved in processing checks. Now, technology enables lockbox users to automate many accounts receivable procedures. But other electronic payment methods, including ACH and credit cards, may provide less expensive, yet effective, solutions. To determine what makes sense for your organization, evaluate the volume of paper checks you receive. If it’s high, you might benefit from a lockbox service. Otherwise, consider accepting paper checks while steering customers to electronic methods. Talk to your bank about its services, and call us at (561) 370-7414 for help calculating your current payment-processing costs.

08/26/2026

Major life changes can have a direct impact on your taxes, sometimes in ways that are easy to overlook. Whether you have gotten married, changed jobs, welcomed a child, or experienced another big milestone, these moments often come with important tax considerations. Swipe to learn more.

If you have recently gone through a life change or expect one soon, we are here to help you prepare with confidence. Reach out to get started.

08/26/2026

Selling investments at a loss generally reduces taxes, but the wash sale rule can get in the way. If you buy the same or a “substantially identical” investment within 30 days before or after the sale, the loss may be disallowed. Fortunately, there are ways to avoid triggering the wash sale rule and still achieve your goals. Contact us at (561) 370-7414 to discuss balancing tax considerations with investment objectives.