Planning prompt
Tax planning before a business decision
Questions to bring into the conversation before an entity, compensation, purchase, or year-end decision is final.
Insights
Practical notes for the questions owners face all year.
A curated set of planning prompts selected to help owners prepare for useful conversations. These are general topics, not individual tax advice.
Ask JohnPlanning prompt
Payroll responsibilities that recur
A practical view of the deadlines, deposits, and reporting work that owners need to keep visible.
Planning prompt
Bookkeeping habits that create context
Why consistent monthly records make tax, reporting, and owner decisions easier to discuss.
Planning prompt
Cloud accounting and access
What to consider when the business needs current information without adding more paperwork.
Planning prompt
Starting a business
The accounting, tax, finance, operations, and compliance questions worth raising early.
Planning prompt
Profit planning and owner decisions
How current financial information supports a more grounded conversation about the next move.