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Ted Soppet | Blog

What to Look for in a Financial Advisor

A financial advisor is someone who helps people not only manage their money, but also to reach their financial goals, give budgeting guidance, and even plan their estate. There are so many financial advisors to choose from, so it can be an overwhelming task for some....

Investing During the Pandemic

The pandemic has truly taken a toll financially on a lot of people. Many may have found themselves out of a job and unsure of what their next step should be. But at the end of the day, the most important thing you can do is protect your assets. A good way to do this...

Four Key Steps to Guide Organizational Transformation

If you’ve been looking for a way to transform your organization, you’re not alone. Every day is a new chance to make your organization the best it can be. However, this can be much easier said than done. Luckily, you may have a better chance at success with a clear...

Common Accounting Mistakes Small Businesses Make

Accounting helps businesses keep their financial information for taxes, but it also helps them save money and identify places where it is being wasted. It is important for small business owners to pay attention to accounting so that they can avoid tax mistakes, fraud,...

Bookkeeping Versus Accounting: What’s the Difference?

Although some people use these two terms interchangeably, they are two different terms. They are separate, but they work together for your overall financial health. Bookkeeping is where you record your business transactions in your ledger, and accounting is analyzing...

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