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Jon’s Essential “What To Bring to Your Tax Appointment” Checklist

Jon’s Essential “What To Bring to Your Tax Appointment” Checklist

by Jon Neal | Jan 28, 2025 | Uncategorized

I’m feeling a bad case of deja vu after the teams playing the Super Bowl were decided this weekend. How about you?Most of America isn’t thrilled about the fact that the 2025 SuperBowl will feature the familiar faces of the Chiefs and the Eagles. Success breeds...
Strategic Business Plan Mistakes Milwaukee Business Owners Should Avoid

Strategic Business Plan Mistakes Milwaukee Business Owners Should Avoid

by Jon Neal | Jan 22, 2025 | Uncategorized

Let’s take a moment to realize the ground you and I are standing on because it will be 28 years before we see another day like this. Not only was President Trump’s inauguration day this week, but Martin Luther King, Jr. Day was on the same day as well – an eclipse of...
Tax Season Software or a Milwaukee Tax Pro? Making the Right Call

Tax Season Software or a Milwaukee Tax Pro? Making the Right Call

by Jon Neal | Jan 21, 2025 | Uncategorized

Did you think TikTok was gone for good? The new president and Congress will soon decide how cooking videos, cringey dances, and comedy skits measure up against national security concerns.With the TikTok drama and the inauguration of a new president (and today’s...
Strategic Business Planning to Level Up Your Southeastern Wisconsin Business

Strategic Business Planning to Level Up Your Southeastern Wisconsin Business

by Jon Neal | Jan 15, 2025 | Uncategorized

Before I start on business talk, I want to take a moment to offer my heartfelt condolences to those who’ve been devastated by the wildfires currently ravaging southern California. It’s truly unimaginable to have to face that kind of devastation. My thoughts and...
KPI Setting in 2025 for Boosting Your Milwaukee Business

KPI Setting in 2025 for Boosting Your Milwaukee Business

by Jon Neal | Jan 13, 2025 | Uncategorized

Trust, I would argue, is the most important pillar in my relationship with my Milwaukee clients. Your financials aren’t to be taken lightly. When it comes time to put them in someone else’s hands, you have to know that those hands won’t falter.And after the recent...
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