The newly passed legislation is more than just headline news—it’s a game-changer for tax planning. By locking in key provisions that were set to expire, the bill brings clarity, stability, and new opportunities for savings. At GranthamPoole, we’re breaking it all down to help you understand what’s changed, what’s staying, and how to make the most of it.

As a growing business, you may be outgrowing your current accounting solution. It’s a common challenge, and today, I’m excited to tell you about Intuit’s solution for clients who are looking for a system that can not only scale according to their needs but also address multi-entity management and provide better reporting: Intuit Enterprise Suite (IES). Let’s dive in.

In the ever-evolving world of business, more and more companies are turning to virtual CFOs (Chief Financial Officers) and outsourced accounting services. This trend is driven by several factors, including cost savings, access to specialized expertise, the flexibility to scale services according to business needs, and the demand for business insights that are often hard to fulfill internally. GranthamPoole has recognized this need and curated a team of experts that can serve as a client’s full back office. Here’s a look at the benefits of using a virtual CFO, especially one with access to a team of experts in tax, cost segregation, and retirement/investment services.

In 2023, we decided to make QuickBooks Online Accountant (QBOA) our sole solution for managing our clients’ books. Today, we’re excited to share the many reasons why this was the best decision our firm could have made and why it may be the best decision for you and your firm too.

At GranthamPoole, PLLC, we converted all of our QuickBooks Desktop (QBD) clients to QuickBooks Online (QBO) last year and have not looked back. Why did we do it? We’ll explain today.

A qualified tuition plan, also known as a 529 plan, is a tax-advantaged way to save for education expenses. A Roth IRA is an individual retirement account that allows tax-free growth and withdrawals of contributions and earnings, subject to certain rules. Both accounts are funded with after-tax dollars, but they have different purposes and benefits.