Find what you need fast!
Pages
- Accounting & Business Support
 - Accounting Blog
 - Awards
 - Business Advisory Services
 - Business Tax Compliance
 - Business Tax Services
 - Client Resources
 - Confidentiality Statement
 - Contact MSM Advisors
 - CPA Accounting Services
 - FAQ
 - Financial Planning
 - Financial Statement Preparation
 - How We Work
 - Links and Worksheets
 - Meet the Team
 - MSM’s Guide to Better Budgeting: Don’t let the budgeting process intimidate you.
 - Our Sitemap
 - Privacy Policy
 - Request Your Consultation
 - Resources
 - Services
 - Small Business Advisors
 - Testimonials
 - Virtual CFO Services
 
Posts by category
- Category: Accounting
- She Thought They Were Contractors—The IRS Disagreed
 - Keep Your Business Steady with MSM Advisors in 2025
 - How a Tax Counselor Can Help You Avoid a Big Tax Hit Next Year
 - Navigate Tax Season with Ease
 - 2023 Last-Minute Tax Planning Techniques
 - New Reporting Requirement for Beneficial Ownership Information
 - Accounting Services: Let us Support Your Business
 - Financial Support That Grows with Your Business
 - MSM Advisors – Getting to Know Michael Moffitt
 - Angie Flood – Getting to Know Our Team
 - Meet the MSM Advisors Team – Tracey McCaffree
 - Gain Focus and Peace of Mind
 - Building a Business? We’re here to Help.
 - Develop a Successful Succession Plan for Your Business
 - Consider a Virtual Controller for Your Business
 - Virtual CFO Operations: Venture Capitalists
 - Virtual CFO Operations: Corporate Acquisition
 - Virtual CFO Operations: Debt Elimination
 - Virtual Accounting Firm Success Story: Ambactus Group
 - How to Keep Your Personal and Business Finances Separate
 - Why Your Small Business Needs More Than Tax Help
 - 10 Common Financial Goal Setting Mistakes Businesses Make
 - How to Identify the Right KPI’s for Your Business
 - How to Pay Yourself as a Business Owner
 - Tips to Creating Effective Financial Goals for Your Business
 - Everything You Need to Know about Startup Income Statements
 - 5 Ways Your Startup Can Save Money on Taxes
 - How to Use Financial Data to Make Better Business Decisions
 - 6 Quick Tips to Build Your Startup’s Budget
 - Understanding Your Startup’s Cash Flows
 - 6 Financial Books Every Small Business Owner Should Read
 - 5 Things a CPA Catches That You Might Miss
 - [Video] Emergency Funds: Are You Prepared?
 - [Video] What are the Benefits of Outsourcing Payroll?
 - [Video] How Does a Small Business Get Started with Creating Financial Statements?
 - [Video] Spotting Trends in the Marketplace
 - The 5 Best Free Online Budgeting Tools
 - There’s No Stress in the Clouds: Xero vs. QuickBooks
 - 5 Ways to Start Budgeting Today
 - 8 Ways You Can Make More Money with Xero
 - See How Xero Touch Complements the Xero Dashboard
 - 7 Steps to Setting Budgeting Goals
 - Cashflow: The Key to a Successful Startup
 - 5 Lessons from the Shark Tank
 - 4 Benefits of Using Digital Receipt Logs
 - Why Knowing Your Company’s Numbers is Important
 - All About Bitcoin
 - Outsourcing Your Payroll
 
 - Category: Apps & Tools
- Ransomware – Protect Your Business
 - Cybersecurity in Accounting: Safeguarding Your Personal and Corporate Financial Information
 - Information Security: Why We Don’t Use Email or the Postal Service
 - Going Paperless in Accounting: Benefits of Cloud Storage
 - How to Run Your Business from Your Mobile Phone
 - Choosing the Best Cloud Software for Your Startup
 - Category: Apps
 - Category: Cloud Accounting
- Features to Consider When Choosing an Accounting Cloud Software
 - Why You Need Xero’s Real-Time Bank Feeds
 - How Obsolete is Your Accounting Software?
 - Will Collaborative Bookkeeping Lead You to a QuickBooks Alternative?
 - 5 Reasons to Go Paperless at Work
 - How to Use Xero and FreshBooks Together
 - Top 5 Cloud Accounting Apps for Small Businesses
 - Exploring Cloud-based Accounting
 - Xero Accounting: Add-On Apps
 
 - Category: QuickBooks
 - Category: Xero
 
 - Category: Business Insights
- He Thought the Lawyer Set Up the Partnership—Then the IRS Called
 - Profit Sharing Backfired—But She Wanted to Reward Her Team
 - The $2,000 He Saved Cost Him $10,000 Later
 - The Value of Hiring a Financial Advisor Who Stays Ahead of Industry Changes
 - Tax Blunders and What to Do Next: Avoid Costly Mistakes with MSM Advisors
 - Effective Cash Flow Management for Small Businesses in Lawrenceville, GA
 - Unraveling the Yarn: How Mike Moffitt Turns Financial Chaos into Order
 - Harnessing AI as a Tool – Not a Substitute – for Expert Business Financial Advice
 - Do I Need to Amend My Business Tax Return
 - Post-Tax Season Review to Optimize Your Future Financial Strategy
 - Bill.com – Virtual Tools from Our Tech Stack
 - How Can You Communicate with Your Clients More Effectively?
 - How Can Your Communication Skills Improve Your Teamwork?
 - How Accountants Have Changed in the Last 20 Years
 - [Video] What Advice Does MSM Have for Small Businesses that are Making a Budget?
 - 4 Things to Keep in Mind When Choosing an Accounting Software
 - Understanding the Customer Lifetime Value of Ecommerce Shoppers
 - [Video] The Most Common Financial Problems Facing Small Businesses
 - The 7 Steps to Effective Invoicing for Small Businesses
 - 5 Tips for Small Businesses Dealing with an IRS Audit
 - The Peter Principle: How Promotions Can Hurt Your Business
 
 - Category: Case Studies
 - Category: Financial Management
 - Category: Financial Planning
- He Skipped Succession Planning—And Left His Family a Tax Nightmare
 - Searching for a CPA to Guide Your Business Exit or Retirement? Start Here.
 - Strengthening MSM Advisors’ Commitment to Service Excellence
 - Virtual CFO Operations – Business Buyouts
 - What is the Difference between a Tax Preparer and a Business Financial Advisor?
 
 - Category: MSM Company News
 - Category: Tax Tips
- Right After Filing Taxes | Immediate Steps Small Businesses Should Take
 - IRS Red Flags: How to Avoid a Tax Audit as a Small Business Owner
 - Kickstarting Your Business’s Financial Health in the New Year
 - What if I Missed the Tax Filing Deadline?
 - Georgia State Tax Obligations for Small Businesses
 - Start Planning For Tax Season
 - [Video] How to Deal with an IRS Audit
 - Your Top Tax Questions Answered: Know When to Save
 
 
