When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.

Ever felt like your business is profitable in your financial reports but cash poor in terms of what's coming and going in your bank account?

Or maybe one big deposit hits the account and you feel great — but then payroll clears, vendors get paid, and suddenly you're scrambling again trying to understand your company's cash flow cycle.

Hey there medical entrepreneurs—this is Andrew Stubbs from Visibility CFO & Tax Advisors. Today, we want to talk about the Roman god Janus and how it pertains to your business. Most medical entrepreneurs and business owners are generally flying with one eye closed—reacting to what just happened in their business, or dreaming about the future of what their business could be. But rarely are they able to do both at the same time.

Hey there Entrepreneurs, TODAY I want to talk about 2 major complaints we constantly hear from business owners about their tax services: 

“THE FIRST - IS that They’re NOT very responsive, especially at tax time and the SECOND is - I feel like I’m paying too much in tax and that there’s more I could be doing to lower my tax bill”

Today we’re zeroing in on a powerful—but often misunderstood—tax strategy: and that’s ACCELERATING DEPRECIATION through a cost segregation study, typically on Real Estate, but can also be on other capital assets like equipment, machinery, vehicles - commonly known as business assets - it’s what I like to call paper loss tax shields.  Why do we call it a paper loss?  Because you create a tax deduction that you’re not fully paying out in cash - unlike many other tax deductions where cash has to leave your bank account for you to get that deduction. 

Today, we’re talking about something all employers run into at some point—overtime pay compliance. It is an area filled with well-meaning mistakes and gray areas, especially for growing businesses juggling a lot of roles and responsibilities–and getting it wrong, even unintentionally, can lead to massive penalties, back pay, and lawsuits.

It’s official - on July 4, 2025, the One Big Beautiful Bill Act was signed into law — bringing back 100% bonus depreciation and making it permanent for qualifying property acquired after January 19, 2025.

This marks a significant shift in federal tax policy and presents major planning opportunities for business owners, investors, and financial decision-makers.

It’s official - on July 4, 2025, the One Big Beautiful Bill Act was signed into law — bringing back 100% bonus depreciation and making it permanent for qualifying property acquired after January 19, 2025.

This marks a significant shift in federal tax policy and presents major planning opportunities for business owners, investors, and financial decision-makers.

Today’s topic we want to touch on is what the pool of potential buyers of your business, when we boil it down, are looking for. Now, if you’ve thought about selling your business–or are even just wanting to keep your options open, we want to help business owners, such as yourselves, reverse-engineer what private equity (PE) firms are evaluating so you can begin preparing now—before you may be even ready to sell. The goal is to position yourselves as a premium, investable company, not just a profitable one. 

Today we’re diving into non-competes—but not the employment kind that may or may not be enforceable depending on your state. We’re talking about non-competes in the context of selling a business—a scenario where they’re still widely enforceable and too often overlooked.

Today, we’re diving into how  we generally avoid tax surprises. We’re talking about a SIMPLE, but SMART strategy that can save you money and help you avoid penalties and surprises.

Taking shares for your fee is an excellent way to create upside for your consulting work, but make sure you are being smart about the transaction.

On May 22, 2025, the U.S. House of Representatives passed the "One Big Beautiful Bill Act" (OBBB), which has now  moved to the Senate for consideration and includes a tax and spending package which will have a significant impact on tax liability and tax planning options for individual taxpayers and businesses. So what could it mean for you? 

Today, I want to talk to you about why analyzing your business using a segmented P&L is essential in today’s business environment if you want to remain/become competitive in growing your profitability. 

Maybe you’ve asked:

"My Revenue is up, we’re growing topline… but I don’t see my profits and more importantly, my cashflow reflecting this growth?"

Navigating the complex landscape of healthcare is already challenging, and when mixed with complicated business tax filing it can be a real headache. Whether you’re a physician, dentist, therapist, or practice owner, understanding how to strategically reduce your tax liability is essential to maximizing your income and growing your practice.

Taking shares for your fee is an excellent way to create upside for your consulting work, but make sure you are being smart about the transaction

At Visibility  we know that the word “loss” can cause concern for taxpayers—but it shouldn’t necessarily! In fact, tax losses are not just manageable; they can be powerful tax planning levers when understood and used correctly.

When it comes to saving for a child’s or grandchild’s education, 529 plans are a powerful tool—but understanding their tax treatment and contribution limits is essential for maximizing their benefits.

When it comes to taxes, many individuals and business owners take a reactive approach—waiting until the deadline looms to gather documents and file returns.

For individuals and businesses with income not subject to withholding—such as self-employment earnings, interest, dividends, or rental income—the IRS requires the payment of estimated taxes throughout the year.

Managing taxes feels like a burden for many business owners. But with the right approach, it becomes an opportunity to build wealth and make better financial decisions.