Resources Library | Caro & Associates

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Tax tips for P2P payment platforms

Know the tax considerations if you accept payments from clients, family or friends via PayPal, Venmo or other mobile payment platforms.

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Sticking to your small business budget

Here are a few hints for making sure that your newly created budget is one you won’t have trouble following.

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Mind flex: Bad to the bone BBQ trivia

We’ve got some tasty tidbits to share about this all-American cuisine.

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What 'back to normal' might look like at work

Wonder what “normal” might be when you return to the office? We’ve got a possible glimpse of the future.

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Why your small business needs a budget

Whatever you’ve heard, creating a budget isn’t scary. But it is necessary—and here’s why.

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From the firm: The key to achieving your goals? Stay on track!

Mid-year is the perfect time to consider any changes that will help you meet your 2021 goals.

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Life and living: Safe summer travel

If your state allows travel this summer, here are some tips for safe journeys in the era of COVID-19.

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Put your tax refund to work for you

Build an emergency fund? Pay down debt? Add to the college fund? Invest in yourself? How you use your tax refund can create a positive ripple in your...

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Accounting terms - A glossary for the rest of us

When your accountant mentions P&Ls and ROIs, do you smile and nod (but wonder what the heck they mean?) Here are some common accounting terms to keep...

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Plan now for your spring garden

It may not be warm enough in your area yet to garden outdoors, but here are things you can do now to be ready for gardening weather.

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How to tune up a home office when you don’t have one

It’s a good idea to review your home office setup occasionally to be sure it works for you—especially if you don't have an actual home office.

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KPIs: What they are and why they’re important

Stay on top of your business’s long-term performance by monitoring key metrics...

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From the firm: Tax season is here…a reminder to plan ahead

As our firm works on tax returns, we encourage you to plan ahead for ways to make the post-tax season period even better for you and your family.

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Smart moves to make the most of your tax refund

Use these suggestions to make the most of any tax refund you have coming your way.

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3 tips to develop a sound KPI strategy

Use the tips to help you navigate the world of KPIs and build a “starter plan” of sorts.

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