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Author Archives: ub_admin

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“The Difference between a Traditional and Roth IRA”

Retirement, TaxBy ub_adminJanuary 17, 2020

People toss around the words, “Roth IRA” and “Traditional IRA” in everyday casual conversation, but how are they different? What are the advantages to having one over the other? This time of year, many people are considering ways to save for retirement.  If you are self employed or do not have a retirement option at…

What you need before you hire your first employee

Business, Payroll, TaxBy ub_adminAugust 21, 2018

Ever wonder what you need before you start to pay your first employee?  Check out this video for a quick overview what you need so that you do it right the first time.

Retirement Options for Small Business Owners

Business, RetirementBy ub_adminFebruary 4, 2018

Ever wonder what options you have if you are a small business owner and would like to strategically plan for retirement?  Watch the video below to get some ideas on your options.  

How to Book an Appointment for 2017 Tax Preparation

UncategorizedBy ub_adminJanuary 15, 2018

https://www.youtube.com/watch?v=OTWXOFg3yY0

Personal Financial Planning Advice for Millennials

Personal Finance, Retirement, TaxBy ub_adminJanuary 4, 2018

Most Millennials are stressed out with their finances. One of the best things you can do at an early stage is to sit down with a Financial Advisor to give you an objective plan to set you on the right course.

Black Friday Special

Apps, Business, Design, TaxBy ub_adminNovember 24, 2017

https://www.youtube.com/watch?v=plMkD9YOnPM&t=11s

Year End IRA Planning Tips with MCB Consultants

Business, Retirement, TaxBy ub_adminNovember 21, 2017

Had a chance to sit down with Bill Matteson from MCB Consultants to talk about year end IRA strategies.  Here is what he had to say!

Simply Business Event Promo – 11/15/17

Business, Retirement, TaxBy ub_adminNovember 3, 2017

Discover what you need to do to get your business over the finish line in 2017, and learn strategies that you can implement now to make 2018 even better. This workshop is hosted by Justin Miller of Universal Bookkeeper, Paul J. Pimpinella of Compson & Pimpinella Real Estate and Elder Law, and William Matteson of…

Early Mortgage Payoff Strategies

Personal Finance, RetirementBy ub_adminOctober 12, 2017

In the next few weeks, I am buying a new house which got me thinking about how I could potentially pay off the mortgage faster and earlier than the traditional 30 year term.  I have come up with an example to highlight how not only the amount of additional payments on principle, but how the…

Check out this site to play with your Paycheck and Tax Return

TaxBy ub_adminSeptember 20, 2017

Hi Everyone, If you are like me, then you sometime want to see how your tax return would fare if you were to have more money withheld from each paycheck.  TaxAct has a great tool that will allow you to play with the numbers and it will automatically calculated a populate a W-4 for you.…

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