Do you ever feel like you struggle keeping all your notes organized? You have a notebook you carry around with you where you take detailed notes at client meetings, internal meetings, and make to-do lists.  Or you have folders for each project with notes and handouts in each one that multiply on your desk.  When someone asks you for a piece of information, you are left shuffling through your notebook or folder to find that specific note. The information is most likely there, but difficult to find.  In the past I've used both of these methods, but found that Microsoft OneNote software has helped me stay organized and gives me the ability to keep my notes organized wherever I happen to be working that day whether it be in the office, home, or at a client.

Topics: brixey and meyer, dayton, Leader, productivity, workplace productivity, Success, Wisdom, OneNote, Organization

We are so excited to introduce you to Sue, one of our newest team members! She is a Manager in our Tax Services group making things happen in Columbus on the daily!   

Topics: Insider, CFO Services, Accounting, Meet Us Monday, staff accountant, culture, career, columbus

On January 8, 2021, the U.S. Small Business Administration (SBA) released the Borrower Application Form, SBA Form 2483, for businesses applying for a First Draw PPP Loan or requesting an increase in their First Draw PPP Loan. Existing borrowers seeking a Second Draw PPP Loan will need to submit the Second Draw Borrower Application Form, SBA Form 2483-SD.

Topics: ohio, workplace productivity, Management, Workplace Culture, Coronavirus, SBA Disaster, COVID-19, Loan, Paycheck Protection Program

On January 6, 2021, the U.S. Small Business Administration (SBA) issued the Interim Final Rule on Second Draw Loans (the IFR). The IFR announces the implementation of section 311 of the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act (the Economic Aid Act), a component of the Consolidated Appropriations Act, 2021 (the Act), which authorizes the SBA to guarantee additional loans under the Paycheck Protection Program (PPP).

Topics: ohio, workplace productivity, Management, Workplace Culture, Coronavirus, SBA Disaster, COVID-19, Loan, Paycheck Protection Program, Interim Final Rule

The Consolidated Appropriations Act, 2021 (the “Act”) was passed by Congress on December 21, 2020, and signed into law by President Donald Trump on December 27, 2020. This is the second-largest federal stimulus package approved by Congress this year following the $2 trillion CARES Act passed in March 2020.

Topics: ohio, workplace productivity, Management, 2020, Workplace Culture, Coronavirus, SBA Disaster, COVID-19, Loan, Paycheck Protection Program, PPP2

One of the scary aspects of leaving my job as VP of North American Sales at a multibillion-dollar international company was the uncertainty. How would we build a business from a base of podcast fans? How would we create revenue from something that is free to listen to? How would I productize myself? Now that it’s been three years, we are starting to get some of these answers.

Topics: brixey and meyer, dayton, Ryan Hawk, Learning Leader, Leader, Leadership Advisory, Success, Wisdom, 2020, Welcome To Management

On Sunday December 27, 2020 President Trump signed the Consolidated Appropriations Act of 2021 (the Act) which included several enhancements to the Employee Retention Credit (ERC). The most prominent change is that businesses that received a loan pursuant to the Paycheck Protection Program (PPP) are now eligible for the ERC.

Topics: ohio, workplace productivity, Management, 2020, Workplace Culture, Coronavirus, SBA Disaster, COVID-19, Loan, Employee Retention, ERC

We are so excited to introduce you to Lynn, one of our newest team members! She is a Manager in our CFO Services group making things happen in Dayton on the daily!   

Topics: Insider, Accounting, Meet Us Monday, staff accountant, culture, dayton, career

Below is a summary of the proposed details on the Emergency Coronavirus Relief Act that was recently released. The proposed legislation includes significant updates to the Paycheck Protection Program (PPP). If approved, the bipartisan bill will make $267.5 billion additional funds available for PPP loans and $13.5 billion for Economic Injury Disaster Loans also overseen by the Small Business Association.

Topics: ohio, workplace productivity, Management, 2020, Workplace Culture, Coronavirus, SBA Disaster, COVID-19, Loan, SBA, Small Business Administration, Small Businesses

We are pleased to announce that Angela Wurtenberger has been promoted to the role of Cincinnati Office Managing Shareholder, effective January 1, 2021.

Topics: Accounting, cpa, Growing, Growth, Cincinnati, Angela Wurtenberger, Shareholder