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Is It Really Worth Hiring a Financial Advisor in Oklahoma City, OK?

September 6, 2018 11:11 pm Published by Leave your thoughts

You’ve probably at some point had someone recommend you hire a financial advisor for your business. Perhaps you’re aware of some of the services financial advisors can provide, but the big question you’re likely to have is, “Is it really worth the cost?” While the answer is going to be different for all business owners depending on their circumstances, there are certainly many entrepreneurs who benefit greatly from the services of financial advisors every single day across the United States. If you’re looking for assistance in planning for the future of your business and some aid in achieving the goals... View Article

Top Qualities to Look for in a Bookkeeper

August 23, 2018 11:11 pm Published by Leave your thoughts

Looking for someone to help you with bookkeeping in Oklahoma City, OK? Finding the right professional for your business can be a daunting prospect, given how many options are available. Therefore, it’s important to know exactly what you should be looking for as you perform your search. Here are just a few examples of the top qualities you should look for in a bookkeeping professional: Reliability: Just because a bookkeeping company has impressive training and credentials does not mean you can immediately assume it is reliable. You should search for a firm that has a long history of outstanding service,... View Article

Top Reasons to Use an Enrolled Agent in Oklahoma City, OK

August 10, 2018 4:25 am Published by Leave your thoughts

If you’re looking for someone to prepare your taxes, working with an enrolled agent rather than a certified public accountant can provide you with some distinct advantages in keeping your tax liability low. EAs and CPAs each have licenses that allow them to offer nearly identical tax preparation services. However, enrolled agents have extra educational requirements and go through more vetting, allowing them to provide their services to clients in any state across the country and to represent their clients in the event of an audit performed by the IRS. Here are just a few of the advantages that come... View Article

Things to Look for in an Accounting Firm in Oklahoma City, OK

July 27, 2018 4:25 am Published by Leave your thoughts

If you’ve made the decision that you’ll work with an accountant, whether for your business or personal finances, it’s important to take the time to carefully vet all of your potential options. Finding an accountant that meets all your needs can be a daunting task, and you’ll likely find plenty of qualified candidates. There are some traits that are absolute must-haves in any accountant you work with. Here are a few examples of what you should look for in your chosen accounting firm in Oklahoma City, OK: Organization: Accountants need to be extremely organized, as they are responsible for tracking... View Article

Tips for Choosing the Right Financial Advisors in Oklahoma City, OK

July 10, 2018 7:30 pm Published by Leave your thoughts

You want to move forward with sound investments and good financial practices, but you need sound financial advice to stay in the black. How can you choose the right financial advisors in Oklahoma City, OK for your needs? To find the best advisor for you, keep the following considerations in mind. Use these tips to properly vet each advisor and determine if they are the right professional for you. Fee Schedule Find out how the financial advisor in Oklahoma City, OK charges their clients. Are their services commission-based, or do they charge a set fee? Do they offer package prices... View Article