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One thing I’ve learned as the Founder and CEO of Rockwell Capital Group is that tax savings don’t come from “great timing,” they come from early timing. 

Over the last decade, I’ve spent countless hours inside boardrooms, on late-night calls with founders, and in the trenches of financial clean-ups that would make most executives break into a sweat.  Over the years, in my role as the COO of the financial and accounting services firm Rockwell Capital Group, I’ve worked alongside a wide range of entrepreneurs. No matter the industry, there’s one consistent trait among businesses that thrive long-term—disciplined financial over

Managing a business without a clear handle on your financial data is like flying blind. You may be moving quickly, but you can’t see if you're on course or heading for turbulence. Over the years, in my role as the COO of the financial and accounting services firm Rockwell Capital Group, I’ve worked alongside a wide range of entrepreneurs. No matter the industry, there’s one consistent trait among businesses that thrive long-term—disciplined financial oversight.

When I started Rockwell Capital Group, I noticed something surprising: most small business owners aren’t struggling because their ideas aren’t good, they’re struggling because they don’t have a strong handle on their finances. I’ve met brilliant entrepreneurs with booming sales who still couldn’t explain where their money was going each month. Numbers might not be the most glamorous part of entrepreneurship, but they’re what keep the lights on and the growth consistent.

Earlier this year, Congress passed the One Big Beautiful Bill Act (OBBB), a comprehensive piece of legislation that introduces changes to business tax rates, deductions, credits, and compliance rules. For many small- and mid-sized business owners, understanding these changes is essential for effective tax planning and long-term strategy.

As founder and CEO of Rockwell Capital Group, I’ve reviewed the legislation to help clients understand how it could affect day-to-day operations. Below is a concise guide to the major provisions—so you can plan with confidence.

For many small business owners, payroll is something they just want off their plate. As long as employees are paid and taxes are filed, they assume the system is working. But in my years leading Rockwell Capital Group, I’ve learned that the smartest business owners treat payroll as a strategic tool, not just an administrative necessity.

When business owners think of a chief financial officer, most picture a seasoned executive tucked away in a corner office, managing intricate financial models and steering big-picture strategy. But for small and Over the years, in my role as the COO of the financial and accounting services firm Rockwell Capital Group, I’ve worked alongside a wide range of entrepreneurs. No matter the industry, there’s one consistent trait among businesses that thrive long-term—disciplined

At Rockwell Capital Group, we believe accounting should do more than balance your books. It should empower your business to grow with clarity and confidence. That’s why we’re thrilled to introduce our new brand identity, complete with a modern website, educational resources, and new ways to connect with our team. At Rockwell Capital Group, we believe accounting should do more than balance your books. It should empower your business to grow with clarity and confidence.

From nimble startups to established, multigenerational enterprises, I’ve had the privilege of financially guiding a diverse array of businesses.

Managing a business without a clear handle on your financial data is like flying blind. You may be moving quickly, but you can’t see if you're on course or heading for turbulence. Over the years, in my role as the COO of the financial and accounting services firm Rockwell Capital Group, I’ve worked alongside a wide range of entrepreneurs. No matter the industry, there’s one consistent trait among businesses that thrive long-term—disciplined financial oversight.

As the CEO of a financial and accounting services firm, I've spent years guiding businesses through the often-complex world of sales tax compliance. Over time, I've seen firsthand how mishandling sales tax can lead to expensive fines, business disruptions and, in some cases, a tarnished reputation. Despite its significance, many businesses still find themselves struggling to navigate the maze of sales tax rules and regulations.

As the chief operating officer at a firm specializing in financial and accounting services, I've seen firsthand the immense value that accurate financial reporting brings to a business. Whether you're managing a nascent startup or overseeing a well-established enterprise, ensuring your financial statements are timely and precise is a strategic necessity just as much as they are about compliance.

Achieving success isn’t just about offering a great product or service, it’s about ensuring that all aspects of your organization, including accounting, are equipped to meet modern challenges. The accounting sector is undergoing a significant transformation driven by advancements in technology, changing regulations and a growing focus on providing strategic insights.

Many businesses hesitate to change accounting providers due to widespread myths about the transition process. Concerns about disruptions, data transfer complications and potential financial knowledge gaps often discourage companies from seeking a more effective and strategic partner.

Running a small business comes with its share of challenges, and tax preparation is no exception. As the CEO of a financial and accounting services firm, I’ve witnessed how seemingly minor tax missteps can lead to expensive penalties. Over the years, I’ve guided many entrepreneurs through tax season, helping them optimize their filings while steering clear of common pitfalls.

The role of accounting firms has expanded far beyond basic bookkeeping and compliance work. As financial landscapes grow more intricate, partnering with the right accounting firm can determine whether your business stagnates or thrives.

Every dollar saved isn’t just a number on a spreadsheet, it’s an opportunity to reinvest in growth and innovation and to safeguard against economic uncertainty. However, even though tax planning is one of the most impactful tools for enhancing profitability, it is often overlooked by business owners.

Switching to a new accounting firm can feel overwhelming, especially when you're uncertain about the potential challenges it may bring. Whether the change is prompted by growth, dissatisfaction, the need for specialized expertise or something else, there are often concerns about disruptions, data protection and staying compliant.

For years, accounting has been seen as a back-office function focused on compliance, managing financial records and ensuring tax filings are accurate. However, in recent years, accounting has evolved into a strategic asset that delivers insights driving growth and innovation.