Services & Resources

Advisory Corner

Our advisory team (CFO, COO, HR, Project Mgmt, IT) supports our clients on pertinent concerns proactively and strategically with one-on-one consulting, resources, implementation and accountability. Our Chief Financial Officer (CFO) team is currently working on 2023 Budgets that are achievable given the below timely topic. Reach out to explore how we can help you and your biz. HERE'S a Forbes read with more on what a Fractional CFO can do for you.

Tax Preparation/Filing and Full Year Accounting Update

Reach out if you need to get your Accounting and Financials in order for the 2022 tax filing season.  We will seamlessly prepare and timely file 2022 tax returns Fall 2023 for clients joining by March 31, 2023.

Best Practices

2023 Human Resources Updates and Due Diligence

• Minimum Wage - California’s minimum wage will increase to $15.50 for all employees, effective January 1, 2023.

• Transparency -  Senate Bill 1162 requires California companies with more than 15 employees to post salary scales and ranges for job listings. The law aims at creating pay equity and more transparency for workers and prospective employees, especially women, and people of color. The law also requires companies to report pay data to better identify gender and race pay disparities. Under existing California law, employers were required to disclose pay scales to an applicant only under reasonable request.

• Reminder - Make sure HR policies and Employee Handbooks are up to date, shared and accessible. Org Chart, Roles and Responsibilities should be kept up throughout the year.

Cash Flow, Capital Resources & Small Biz Topics

Employers may claim the 2020 ERTC until April 15, 2024, and the 2021 ERTC until April 15, 2025, up to three years after the original payroll taxes were due. We can help file (amended) Quarterly 941- X and have already processed refund claims for BPR Clients ranging from $50k-$100k for one or more quarters.

San Diego Angel Investors

Want to invest $200k in your company, apply HERE by January 19, 2023.
 

Work Opportunity Tax Credit

Federal tax credit available to employers who invest in American job seekers who have consistently faced barriers to employment. You must certify verification of new hire prior to receiving tax credit.
LINK HERE

Hello Alice's Small Business Finance Marketplace
Create an account and answer the biz information to see what financing products you qualify for.
LINK HERE

Accion Opportunity Fund
Low interest rates for this small business loan program partnered with AMEX.
LINK HERE

Women's Net & Amber (Grants) - here's a list of 16 Grants for women biz owners
A list of 16 grants for women biz owners.
LINK HERE

Founders First Capital Partners
Prepares and invests in under-represented PoC and women owned businesses.  Find out more info on their pitch contests, grants, and bootcamps:  

CDC Small Business Finance
An SBA lender, non-profit and advocate for entrepreneurs.
LINK HERE

QBO Capital
Offers short to long term financing tied to your QBO merchant account, fast, easy, capital based on what you process.
More Information: HERE
Schedule Link: HERE