Goal Planning vs. Issues-Based Planning: A Smarter Way for Small Businesses to Grow As the year winds down, conversations around goal setting are everywhere. Business owners are asking the same familiar questions: Did I hit my revenue goal? What should my goals be...
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How to Attract Top Talent Before You’re Hiring
Oct 6, 2025 | Blog, Business Coaching, Business Operations
If you've ever thought, “I just can't find good people,” this blog is for you. The truth is, great employees do exist, they just don’t know about you yet. Attracting high-quality candidates is the first (and often most overlooked) step in building a winning team. In...
Mentorship That Moves You: Real Lessons from Business and Life
Sep 29, 2025 | Blog, Business Coaching, Business Operations
Why Mentorship Matters Every successful business owner can point to someone who helped shape their journey. Maybe it was the person who told them they were capable when they doubted themselves. Maybe it was the one who connected them to the right people. Or maybe it...
Why Medical Professionals Can’t Rely on a P&L
Sep 15, 2025 | Blog, Business Coaching, Tax
Running a medical practice is hard work. You spend years studying medicine, training in residency, and serving patients with care and compassion. But when it comes to the financial side of your practice, many medical professionals only look at one report: the profit...
What to Expect in Your Year-End Tax Planning Meeting
Sep 8, 2025 | Blog, Business Coaching, Tax
Tired of surprise tax bills? Your year-end tax planning meeting could be your secret weapon to saving money and making smarter business decisions. At Aligned CPA, a year-end tax planning meeting isn’t just about compliance. It’s a strategic session where we: Talk...
Avoid the Costly Trap of Commingling Funds
Aug 19, 2025 | Blog, Business Coaching, Business Operations
Running your own business can be exciting. You're in charge, calling the shots, and building something meaningful. But if you're mixing personal and business money, even by accident, it can lead to messy books, tax troubles, and even legal headaches. Many...
Aligned CPA Wins PASBA Firm of the Year
Jun 2, 2025 | Blog, Business Coaching, News
Redefining Public Accounting: Aligned CPA Wins Firm of the Year We’re thrilled to share that Aligned CPA has been named the 2025 PASBA Accounting Firm of the Year — a national honor awarded by the Professional Association of Small Business Accountants. This award...
The Benefits of Year-Round Accounting Over Annual Tax Prep
Apr 17, 2025 | Blog, Business Coaching, Business Operations
Why Year-Round Accounting Services Are Better Than Once-a-Year Tax Prep Many businesses only meet with their accountant once a year—typically at tax time. While this approach may seem convenient, it often leads to missed tax-saving opportunities, financial blind...
The Ultimate Guide to Monthly Accounting
Apr 3, 2025 | Blog, Business Coaching, Business Operations
The Ultimate Guide to Monthly Accounting: Best Practices for Small Businesses Mastering Your Monthly Books Doesn’t Have to Be Overwhelming Every successful business relies on accurate, up-to-date financials. Keeping your books in order each month ensures you’re not...
Avoiding Last-Minute Tax Stress: How to File on Time
Mar 4, 2025 | Blog, Business Coaching, Business Operations
Avoiding Last-Minute Tax Stress: How to File on Time and Stay Sane Small business owners can avoid last-minute tax stress and penalties with a proactive tax filing strategy. If you’ve ever found yourself rushing to meet the tax filing deadline, you’re not alone. But...
No MBA Needed: 7 Best Business Books for Entrepreneurs
Feb 17, 2025 | Blog, Business Coaching, Business Operations
Many business owners believe that an MBA is essential for success. However, strategic reading and real-world application can provide the same level of insight—without the significant investment of time and money. The right books can help entrepreneurs develop...
How to Buy Out a Partner in Your LLC (Without Losing Your Mind!)
Jan 7, 2025 | Blog, Business Coaching, Business Operations
Buying out a partner in an LLC can be an exciting but complex milestone for small business owners. It’s a chance to fully take the reins of your business, but there are also essential steps to keep in mind to ensure everything is done smoothly and legally. Here’s a...











