For Small Businesses

Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

Part-time CFO Services

Get all the benefits of a full-time CFO… at a part-time price.

Using KPIs For Your San Antonio Business

Being able to reasonably forecast upcoming problems has become an essential skill for San Antonio business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your San Antonio Business "It is common...

Are Your San Antonio Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our San Antonio clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By PathForward Financial

How do you make financial decisions for your San Antonio business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your...

Struggling San Antonio Businesses: Careful With Price Reductions

If you're struggling in your San Antonio business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling San Antonio Businesses: Careful With Price Reductions “Despite your best...

Developing Accountability In Your San Antonio Business

Before we get to talking about accountability in your San Antonio business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack...

PathForward Financial’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your San Antonio Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your San Antonio family business? You need...

A Few Winning Tips for Controlling Costs in San Antonio Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest San Antonio...

PathForward Financial’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my San Antonio readers, I'm going to take you down a little rabbit hole...

Financial Documentation Strategies for San Antonio Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your San Antonio "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For San Antonio Taxpayers "You get...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.

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