Strategic Planning,
Leader,
Leadership Advisory,
Growth,
Business Owners,
Success,
Lessons,
Goals,
Leadership Development,
2025,
Insights
Why Executive Leadership Circles Are Worth Your Time
Leadership can be lonely—but it doesn’t have to be. Executive Leadership Circles by Brixey & Meyer...
1 minute read
Strategic Planning,
Accounting,
Succession Planning,
Business Owners,
Success,
Retirement,
2025,
Insights
One of the Most Important Questions Often Overlooked in Succession Planning
When assisting a business owner with their succession plan, I often begin with a question that...
2 minute read
#MeetUsMonday :: Introducing Joy
We are so excited to introduce you to Joy, one of our newest team members! She is a Manager on our...
1 minute read
House Vote Tees up $4 Trillion Tax Bill for Senate Action
The U.S. House of Representatives voted 215 to 214 on May 22 to advance a nearly $4 trillion tax...
23 minute read
Strategic Planning,
Takeaways,
culture,
brixey and meyer,
Strategy,
planning,
Human Resources,
Workplace Culture
From the Pitch to the Boardroom: Lessons from Liverpool FC’s Winning Culture
In today’s world, "culture" is more than just a buzzword; it's the secret sauce driving success...
2 minute read
Insider,
CFO Services,
Accounting,
Meet Us Monday,
culture,
career,
Cincinnati,
Retirement Plan,
Retirement
#MeetUsMonday :: Introducing Steve
We are so excited to introduce you to Steve, one of our newest team members! He is a Retirement...
1 minute read
#MeetUsMonday :: Introducing Kristen
We are so excited to introduce you to Kristen, one of our newest team members! She is a Staff...
1 minute read
#MeetUsMonday :: Introducing Sammie
We are so excited to introduce you to Sammie, one of our newest team members! She is an Assistant...
2 minute read
The Crucial Role of Cybersecurity for Nonprofit Organizations in 2025
As we step into 2025, the importance of cybersecurity for nonprofit organizations cannot be...
3 minute read
Strategic Planning,
Accounting,
cpa,
CyberSure LLC,
Cyber Security,
Cybersecurity,
Insights,
security,
BYDO,
personal device
March Into Cybersecurity: Strengthen Your BYOD Defense
We know that using personal devices such as smartphones, tablets, or laptops for work (i.e., Bring...
1 minute read
#MeetUsMonday :: Introducing TJ
We are so excited to introduce you to TJ, one of our newest team members! He is a Manager on our...
1 minute read
Contract Manufacturing: A Growth Strategy for Beverage Brands
The beverage industry is more competitive than ever, with the U.S. market projected to expand by...
2 minute read
dayton,
Community Outreach Foundation,
columbus,
Cincinnati,
Community Impact Report,
Give Back,
2024
2024 Community Impact Report
One of our core values is giving back to the communities in which we live and work. 2024 was a big...
ohio,
workplace productivity,
Management,
TechCred,
2020,
Small Businesses,
Businesses,
Training,
Cyber Security,
Cybersecurity
Ohio TechCred Program Open Until March 31st...
The Ohio TechCred Program is open again and we can now help with every part of the process - from...
1 minute read
Beware of Quishing: How to Protect Yourself from QR Code Scams
Have you ever seen a QR code? It’s that little square filled with black and white boxes that you...
1 minute read
Strategic Planning,
Accounting,
cpa,
Tax,
Taxes,
Retirement Plan,
Retirement Plan Administration,
2025 tax planning,
Insights,
Tax Season,
Retirement Plan Deadlines,
Retirement Planning 2025,
Tax Deadline,
Plan Sponsor
2025 Deadlines & Important Dates for Plan Sponsors
In 2025, plan sponsors of defined benefit and defined contribution retirement plans must stay on...
1 minute read
#MeetUsMonday :: Introducing Audrey
We are so excited to introduce you to Audrey, one of our newest team members! She is a Staff...
2 minute read
Unlocking Cost Savings and Strategic Insights for Breweries
Running a brewery is hard work, but optimizing your Cost of Goods Sold (COGS) shouldn’t be. That’s...
1 minute read
We're Growing...Again. Expanding into the Tampa Market
We’re Excited to Serve the Vibrant Tampa Community!
1 minute read
Snow Much Fun with Brixey & Meyer!
With today’s snow day keeping many of us working from home, the B&M team has been sharing pictures...
Takeaways,
values,
brixey and meyer,
dayton,
Community Outreach Foundation,
columbus,
Volunteer,
productivity,
workplace productivity,
Cincinnati,
Charitable Giving,
Give Back,
Matthew 25: Ministries
Brixey & Meyer's Annual Day of Giving 2024
It's in the Brixey & Meyer DNA to give back to the communities we serve. Every year, we identify...
1 minute read
#MeetUsMonday :: Introducing Ethan
We are so excited to introduce you to Ethan, one of our newest team members! He is a Senior...
1 minute read
4 Key Benefits of Hiring a Consultant for ISO Certification
Embarking on the journey to ISO certification? It's an exciting step that showcases your commitment...
2 minute read
2024 Year End Tax News
As the year draws to a close, it's the perfect time for individuals, business owners, and family...
Tax Planning,
Takeaways,
brixey and meyer,
Tax,
tax reform,
Tax Law,
2025,
Trump,
Trump Administration
What Another Trump Presidency Means for Tax Policy in 2025 and Beyond
With President-elect Donald Trump winning a second term in the November 5 election, we have a...
6 minute read
#MeetUsMonday :: Introducing Abby
We are so excited to introduce you to Abby, one of our newest team members! She is an Accountant on...
1 minute read
#MeetUsMonday :: Introducing Alec
We are so excited to introduce you to Alec, one of our newest team members! He is an Accountant on...
1 minute read
The Importance of Reviewing Your Software Systems
Microsoft recently announced the end of life for Dynamics GP. Microsoft will release the final...
2 minute read
Spooky Cybersecurity: Tricks & Tips to Keep Your Business Safe
Halloween is a good reminder that cybercriminals are always looking for tricks, not treats....
1 minute read
#MeetUsMonday :: Introducing Megan
We are so excited to introduce you to Megan, one of our newest team members! She is an Accountant...
1 minute read
The Strategic Impact of Accounting Outsourcing on Business Operations
C-level executives today face crucial accounting and finance challenges, including the ongoing...
3 minute read
#MeetUsMonday :: Introducing Katie
We are so excited to introduce you to Katie, one of our newest team members! She is an Accountant...
1 minute read
2025 Leadership Circles
Are you an Executive, HR, or Emerging Leader Professional seeking to elevate your leadership...
1 minute read
Takeaways,
brixey and meyer,
ohio,
State & Local Tax,
Incentives Programs,
Incentives,
Saving Money,
Company Incentives
Save 💰 With These Ohio Incentives Programs
As this summer is coming to an end, we wanted to send out an incentives reminder so you don’t...
1 minute read
#MeetUsMonday :: Introducing Alyssa
We are so excited to introduce you to Alyssa, one of our team members! She is an HR Coordinator who...
1 minute read
Strategic Planning,
Takeaways,
brixey and meyer,
Strategy,
Mission,
planning,
Human Resources,
Mission Statement
Strategic Planning Done Right: Create a Clear Mission Statement
Mission statements are not meant to hang on a wall. Instead, they embody the essence of an...
2 minute read
Takeaways,
brixey and meyer,
dayton,
Community,
Community Outreach Foundation,
Nonprofit,
Big Brothers Big Sisters,
BBBS
Nonprofit Spotlight: Big Brothers Big Sisters Miami Valley
BigBrothers Big Sisters Miami Valley (BBBSMV) is a nonprofit that holds a special place in our...
2 minute read
#MeetUsMonday :: Introducing Kayona
We are so excited to introduce you to Kayona, one of our newest team members! She is an Accountant...
1 minute read
Takeaways,
brixey and meyer,
Tax,
IRS,
Employee Retention,
Tax Return,
ERC,
2024 tax planning,
Tax Law
IRS Updates ERC Processing and Addresses Backlog
On June 20, 2024, the IRS issued news release IR-2024-169 announcing the next stage of Employee...
2 minute read
#MeetUsMonday :: Introducing Nicole
We are so excited to introduce you to Nicole, one of our newest team members! She is a Senior...
1 minute read
#MeetUsMonday :: Introducing Lisa
We are so excited to introduce you to Lisa, one of our newest team members! She is a Manager on our...
1 minute read
Tax & Wealth Transfer Tips for Helping Families Buy a Home
For high-net-worth individuals, the art of wealth transfer extends beyond merely providing...
5 minute read
Takeaways,
brixey and meyer,
Tax,
Tax Return,
2024 tax planning,
Tax Law,
Tennessee,
New Legislation
Recently Passed Tennessee Tax Legislation
On May 10, 2024, Tennessee legislation was passed by the Tennessee House and Senate that repeals...
3 minute read
Prioritize Sell-Side Tax Diligence for a Smooth Transaction
If your business is contemplating a liquidity event, prioritizing sell-side tax due diligence —...
2 minute read
Best Practices to Improve your Internal Control Environment
Internal controls are a critical component to reliable financial reporting and regulatory...
2 minute read
Strategic Planning Done Right: What is the X Factor?
Companies constantly strive to gain a competitive edge in today's cutthroat business landscape....
2 minute read
Project Management vs Task Management
I often hear people talking about the need for project management when what they are really...
2 minute read
#MeetUsMonday :: Introducing Leah
We are so excited to introduce you to Leah, one of our newest team members! She is a Senior Manager...
1 minute read
Static Budgets vs. Flexible Budgets: The Key to Financial Agility 💼💡
In the ever-evolving world of business, adaptability is paramount. When it comes to budgeting, the...
1 minute read
Outsourcing FO & Private Investment Partnership Administration
In recent years, family offices, private investment partnerships, private equity (“PE”) firms, and...
1 minute read
Understanding Discontinued Operations Accounting under U.S. GAAP
Key Considerations In the ever-changing world we live in, often times, business find themselves...
2 minute read
#MeetUsMonday :: Introducing Sophie
We are so excited to introduce you to Sophie, one of our newest team members! She is an Accountant...
2 minute read
Strategic Planning Done Right: Pitfalls to Avoid
Strategic planning is crucial for organizations seeking clarity and alignment in their pursuit of...
2 minute read
How Optimizing Your ERP Can Contribute To Manufacturing Efficiency
In the dynamic landscape of modern manufacturing, efficiency is the key to staying competitive and...
4 minute read
Efficient Note-Taking: Maximizing Productivity with OneNote
In today's fast-paced professional world, effective organization is key, especially when it...Strategic Planning Done Right: What is Strategy?
Words morph over time, shedding their original meanings as they adapt to cultural shifts and...
1 minute read
Meetings Don't Have to Be a Waste of Time
A fast-paced work environment requires effective communication and teamwork. When used correctly,...
2 minute read
dayton,
Community Outreach Foundation,
columbus,
Cincinnati,
Community Impact Report,
Give Back,
2023
2023 Community Impact Report
One of our core values is giving back to the communities in which we live and work. 2023 was a big...#MeetUsMonday :: Introducing Hailey
We are so excited to introduce you to Hailey, one of our newest team members! She is an...
1 minute read
Nonprofit BDO Update - Winter 2023/2024
As a BDO Alliance Member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
#MeetUsMonday :: Introducing Tina
We are so excited to introduce you to Tina, one of our newest team members! She is an Accountant on...
1 minute read
Takeaways,
values,
brixey and meyer,
dayton,
Community Outreach Foundation,
columbus,
Volunteer,
productivity,
workplace productivity,
Cincinnati,
Charitable Giving,
Give Back,
Mid-Ohio Food Collective
Brixey & Meyer's Annual Day of Giving 2023
It's in the Brixey & Meyer DNA to give back to communities in which we serve. Every year we...
1 minute read
2023 Year End Tax News
As we approach year end, now is the time for individuals, business owners, and family offices to...Ohio CAT Updates are Beneficial to All Business Owners
If you don’t know about the 2023 state law change pertaining to the Ohio Commercial Activity Tax...
1 minute read
We're Growing...Again. Acquisition of Panoptica Financial, a Cincinnati Based Firm
We Welcome Panoptica Financial to the Brixey & Meyer Team!
1 minute read
Nonprofit BDO Update - Fall 2023
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
Strategic Planning Done Right | Overcoming Common Pitfalls
Strategic planning is crucial for organizations seeking clarity and alignment in their pursuit of...
2 minute read
#MeetUsMonday :: Introducing Riley
We are so excited to introduce you to Riley, one of our newest team members! She is an Accountant...
2 minute read
#MeetUsMonday :: Introducing Melanie
We are so excited to introduce you to Melanie, one of our newest team members! She is an Accountant...
2 minute read
2024 HSA Contribution Limits
The 2024 HSA Contribution Limits have been released by the IRS, which refer to the maximum dollar...#MeetUsMonday :: Introducing Nicole
We are so excited to introduce you to Nicole, one of our newest team members! She is a Tax Staff...
1 minute read
Nonprofit BDO Update - Spring 2023
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
Are You Preparing To Sell Your Business?
The idea of selling a business can be daunting. Finding a buyer and managing the time-intensive...
5 minute read
dayton,
Community Outreach Foundation,
columbus,
Cincinnati,
2022,
Community Impact Report,
Give Back
2022 Community Impact Report
One of our core values is giving back to the communities in which we live and work. 2022 was a big...Celebrating 2022!
2022 was a great year for Brixey & Meyer! It was full of accomplishments, giving back and tons of...Nonprofit BDO Update - Winter 2022/2023
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
IRS Announces New Mileage Rate For 2023
In December 2022 the Internal Revenue Service issued the standard mileage rates for 2023.
1 minute read
2022 Year End Tax News
2022 has been a quiet year for tax legislation although the Inflation Reduction Act did include...
1 minute read
Inflation Reduction Act of 2022: Programs That Could Impact You
On August 16, 2022, President Biden signed into law the Inflation Reduction Act (“IRA”) of 2022....
2 minute read
#MeetUsMonday :: Introducing Gretchen
We are so excited to introduce you to Gretchen, one of our newest team members! She is our Tax...
1 minute read
The Inflation Reduction Act of 2022
On August 12, 2022, the House passed the Inflation Reduction Act of 2022, and President Biden...
1 minute read
Takeaways,
brixey and meyer,
Tax,
Tax Team,
Tax updates,
meal deduction,
New Year,
Business Meal Expense
ASC 842 Is Here For Private Companies – Are You Ready?
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2 minute read
#MeetUsMonday :: Introducing Robert
We are so excited to introduce you to Robert, one of our newest team members! He is an Accountant...
1 minute read
#MeetUsMonday :: Introducing Luke
We are so excited to introduce you to Luke, one of our newest team members! He is a Senior Manager...
1 minute read
Takeaways,
values,
brixey and meyer,
problem solving,
Business Owners,
Entrepreneurs,
productivity,
nutrition,
health,
workplace productivity,
Keto,
Diet
Why Eat Keto?
As I have gotten older, like most people, I have gained a few pounds. Looking to become healthier,...
2 minute read
Insider,
Accounting,
Meet Us Monday,
culture,
career,
Tax Team,
Growth,
Cincinnati,
Shareholder,
Women's History Month,
Women in the Workplace,
advice
#EmployeeSpotlight :: Angie Wurtenberger
In honor of #WomensHistoryMonth, we are so excited to shine the spotlight on Angie, our...
2 minute read
Abandoned 401(k) Accounts
The trend of U.S. workers leaving their jobs and employers struggling with high levels of employee...
3 minute read
Takeaways,
culture,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Goals,
2022 Planning
Building & Sustaining a Compelling Culture
Compelling cultureshave a common ingredient. Trust. It characterizes who they are and what they...
4 minute read
Brixey & Meyer's Snow Day Fun!
Since a lot of our team worked from home last week due to weather, we decided to have some snow day...
1 minute read
IRS Raises Mileage Rates for 2022
The IRS issued the 2022 optional standard mileage rates which are used to calculate the deductible...
1 minute read
Takeaways,
culture,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Goals,
2022 Planning
Success Starts in the Morning
“Your morning routine generates a 10x return for good or for bad. Make it good.” - Todd Stocker (...
5 minute read
Takeaways,
values,
brixey and meyer,
dayton,
columbus,
Volunteer,
productivity,
workplace productivity,
Cincinnati
Brixey & Meyer's Annual Day of Giving 2021
It's in the Brixey & Meyer DNA to give back to communities in which we serve. Every year we...2021 Year End Tax News
This has obviously been anything but an ordinary year and it appears the Build Back Better Act will...
1 minute read
#MeetUsMonday :: Introducing Ben
We are so excited to introduce you to Ben, one of our newest team members! He is a Manager in our...
2 minute read
BUSINESS PLANNING STRATEGY,
Strategic Planning,
Strategy,
Business Advisory,
Business Owners,
Pricing Strategy
Do You Have A Pricing Strategy?
Do you lack clarity on the pricing of your goods/services? Are you struggling to manage disruptions...Infrastructure Investment and Jobs Act ("IIJA")
On November 15, 2021, President Biden signed into law The Bipartisan Infrastructure Deal which is...
4 minute read
#MeetUsMonday :: Introducing Steve Ross
We are so excited to introduce you to Steve, one of our newest team members! He is a Senior Manager...
1 minute read
ohio,
Tax,
Tax Team,
Tax updates,
IRS,
Retirement Plan,
Retirement,
2022 Tax Planning,
2022 Retirement Planning
IRS Ups 401(K) & Other Retirement Benefits
The IRS has announced that the amount individuals can contribute to their 401(k) plans in 2022 has...
2 minute read
#MeetUsMonday :: Introducing Jessica
We are so excited to introduce you to Jessica, one of our newest team members! She is a Senior...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management
Winning with People-Based Competitive Advantages
Competitive Advantage kuhm·peh·tuh·tuhv uhd·van·tuhj “A condition or circumstance that puts a...
3 minute read
Brixey & Meyer Recognized as One of the Best Firms in the United States and Canada
We are excited to announce that Brixey & Meyer was named one of the Best of The Best Firms for 2021
1 minute read
#MeetUsMonday :: Introducing Kristina
We are so excited to introduce you to Kristina, one of our newest team members! She is an...
1 minute read
ohio,
workplace productivity,
Management,
Tax Credit,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Employee Retention,
ERC
Important Additional Guidance for Employers Claiming the ERC
The IRS recently issued further guidance on the employee retention credit. This includes guidance...
2 minute read
ohio,
workplace productivity,
Management,
Tax Credit,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Employee Retention
What you need to know about the Employee Retention Credit
The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains a business relief provision...
5 minute read
Announcing Brixey & Meyer Capital and Access Control Systems Newest Acquisition
Brixey & Meyer Capital and Access Control Systems Acquires Access Security Parking Integrated...
1 minute read
We're Expanding & Relocating Our Columbus Office
We are excited to announce the expansion and relocation of our Columbus office space. We recently...
1 minute read
Announcing Our New Columbus Office Leader
We are pleased to announce that Jonathan Harrington has been promoted to the role of Columbus...
1 minute read
Nonprofit BDO Update - Summer 2021
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
Tax Update: Decrease in Income Tax Rates & Repeal on Sales Tax for Staffing Services
Tax Rate Update Ohio individuals will experience a tax rate decrease that is retroactive to January...NEW Grants Available for Ohio Businesses!
Starting this week, Ohio is accepting applications to distribute $155 million in grant funding to...
2 minute read
How Nonprofits Can Maintain Donor Engagement
By Robby Vanrijkel COVID-19, the economy and political shifts have resulted in tumultuous times for...
2 minute read
#MeetUsMonday :: Introducing Brian
We are so excited to introduce you to Brian, one of our newest team members! He is a Senior...
1 minute read
How Nonprofits Can Scale for Success in 2021
By Michael Ward The COVID-19 pandemic has impacted nonprofits in dramatically different ways, with...
3 minute read
Tax Planning,
ohio,
Tax,
Tax Team,
Tax updates,
workplace productivity,
meal deduction,
Management,
Deductions,
Workplace Culture,
Tax Increases,
Biden Administration
Prepare for Potential Tax Increases
The Biden Administration’s American Families Plan and other tax proposals may complicate the tax...
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management
Stumbling into Human Resources
I stumbled into Human Resources. Prior to my Human Resources career, I had very little...
3 minute read
Announcing Our New Joint Venture with RiskVersity
We are pleased to announce that we have formed a joint venture with RiskVersity effective April...
1 minute read
Nonprofit BDO Update - Spring 2021
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
ohio,
workplace productivity,
meal deduction,
Management,
Deductions,
Workplace Culture,
Coronavirus,
COVID-19,
Business Meal Expense
Guidance Released: Temporary 100% Deduction on Business Meal Expenses
The IRSand the Treasury released guidance Thursday April 8, 2021 on a temporary exception to the...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Corrective Action
Corrective Action That Works: Discipline vs. Performance Issues
I believe that… · Employees are capable of excellence. · Certain employee behaviors, which do not...
3 minute read
BUSINESS PLANNING STRATEGY,
ohio,
planning,
workplace productivity,
Management,
Audit,
Experience,
Shareholder,
Tom Petrovic,
A&A,
Audit Team
Ready to Make a Change? 5 Steps to Streamline Your Auditor Transition
Was your annual audit process painful? Did you hear more about issues, or did you access meaningful...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Corrective Action
Corrective Action That Works: Every Situation Has A Context
“Every coin has two sides.” Just like a coin, every adverse employee act has various corrective...
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Corrective Action
Corrective Action That Works
It was a cold December morning. With coffee in hand and the radio blaring out weekend football...
3 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Paycheck Protection Program,
PPP2
PPP Changes to Help Underserved Borrowers
On Monday, President Joe Biden announced a series of changes to the Paycheck Protection Program...
2 minute read
#MeetUsMonday :: Introducing Tricia
We are so excited to introduce you to Tricia, one of our newest team members! She is a Bookkeeper...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Job Descriptions
A Letter from Your Job Description: What Solid Job Descriptions Can Do for Your Organization
Greetings! It’s me your Job Descriptions. A few months ago, my cousin sent you a letter. As you...
3 minute read
brixey and meyer,
dayton,
Leader,
productivity,
workplace productivity,
Success,
Wisdom,
OneNote,
Organization
How To Use OneNote
In my prior posts, I have shared the basics and when to use OneNote. Next, I wanted to share some...
2 minute read
#MeetUsMonday :: Introducing Jim
We are so excited to introduce you to Jim, one of our newest team members! He is a Senior Manager...
2 minute read
brixey and meyer,
dayton,
Leader,
productivity,
workplace productivity,
Success,
Wisdom,
OneNote,
Organization
When To Use OneNote
In my last post I shared the basics of Microsoft OneNote and included one example of how I use the...
3 minute read
brixey and meyer,
dayton,
Leader,
productivity,
workplace productivity,
Success,
Wisdom,
OneNote,
Organization
How To Organize Notes Using OneNote
Do you ever feel like you struggle keeping all your notes organized? You have a notebook you carry...
2 minute read
ohio,
workplace productivity,
Management,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Paycheck Protection Program
Borrower Application Forms: First & Second Draw PPP Loans
On January 8, 2021, the U.S. Small Business Administration (SBA) released the Borrower Application...
1 minute read
ohio,
workplace productivity,
Management,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Paycheck Protection Program,
Interim Final Rule
Interim Final Rule: Second Draw Loans
On January 6, 2021, the U.S. Small Business Administration (SBA) issued the Interim Final Rule on...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Paycheck Protection Program,
PPP2
New Paycheck Protection Program (PPP2) Guidance
The Consolidated Appropriations Act, 2021 (the “Act”) was passed by Congress on December 21, 2020,...
3 minute read
brixey and meyer,
dayton,
Ryan Hawk,
Learning Leader,
Leader,
Leadership Advisory,
Success,
Wisdom,
2020,
Welcome To Management
My 2020 Annual Review...
One of the scary aspects of leaving my job as VP of North American Sales at a multibillion-dollar...
2 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
Employee Retention,
ERC
Consolidated Appropriations Act of 2021: Employee Retention Credit Changes
On Sunday December 27, 2020 President Trump signed the Consolidated Appropriations Act of 2021 (the...
3 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses
PPP Update: Summary of Emergency Coronavirus Relief Act
Below is a summary of the proposed details on the Emergency Coronavirus Relief Act that was...
2 minute read
Announcing Our New Cincinnati Office Managing Shareholder
We arepleased to announce that Angela Wurtenberger has been promoted to the role of Cincinnati...
1 minute read
2020 Year End Tax News
This has obviously been anything but an ordinary year and tax guidance has been issued to provide...
1 minute read
#MeetUsMonday :: Introducing Kendall
We are so excited to introduce you to Kendall, one of our newest team members! He is a Staff...
1 minute read
ohio,
year-end planning,
Tax,
Tax Team,
Tax updates,
workplace productivity,
Management,
New Year,
2021
2021 Cost of Living Adjustments
Get prepared for 2021! Check out the cost of living adjustments and see how you will be affected.
2 minute read
ohio,
Tax,
Tax Team,
Tax updates,
workplace productivity,
Management,
2020,
S Corporations,
Partnership
Tax Update: IRS Provides Certainty Regarding the Deductibility of Payments by Partnerships and S Corporations for State and Local Income Taxes
IRS Notice 2020-75 (‘the Notice”) was issued on November 9, 2020 and announced that the Department...
1 minute read
Announcing Weckesser As Our New President
We arepleased to announce that Kevin Weckesser has been promoted to the role of President,...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses
PPP Loan Questionnaires Released for Borrowers of Over $2 Million
The Small Business Administration (SBA) published in late October that it will begin issuing loan...
1 minute read
Nonprofit BDO Update - Fall 2020
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
We're Growing...Again. Acquisition of LAMP CFO & Accounting Services, a Columbus Based Firm
We welcome LAMP CFO & Accounting Services to the Brixey & Meyer team!
1 minute read
The JobsOhio Inclusion Grant is Here
The JobsOhio Inclusion Grant has been getting off the ground the past month and may provide up to...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Cultural Killers
He asked the typical candidate question. “Tell me about your company’s culture?” I asked him what...
3 minute read
Updated Ohio TechCred Program Open AGAIN!
The Ohio TechCred Program is open again and employers once again DO NOT have to identify specific...
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Signs of Slipping Back Into an Input-Based Culture
It is not hard to see why Output-Based Cultures create superior results and attract the best kind...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Doing Work That Matters: What People Want in a Job
Energizing. Growth-minded. Engaging. Aligned. These are a words that describe an “Output-based”...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Doing Work That Matters: How to Build an Output-Based Culture
In my last blog, I contrasted input v. output based cultures. Input-based cultures focus upon...
4 minute read
Does Your Flock Have Direction?
It’s the morning commute, and traffic is stopped in both directions as I wait for new goslings and...
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Input v. Output Cultures: Doing Work That Matters
60 hour workweeks. 2 weeks of unused PTO. Plowing through 200 emails in a day.
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Cultural Architecture: Designing, Building, & Nurturing Organizational Cultures That Create Competitive Advantages
organizational culture: a distinctive pattern of thought and behavior shared by members of the same...
5 minute read
Dancing Through the COVID-19 Storm
Scrolling through Facebook I stumbled across an ad and read a quote the ad highlighted: "Life isn’t...
2 minute read
Updated Ohio TechCred Program Open NOW
The Ohio TechCred Program is open again and employers DO NOT have to identify specific employees...
1 minute read
Strategic Planning,
Succession Planning,
Takeaways,
Retain,
Key Employees,
Growth,
workplace productivity,
Success,
Management,
2020,
Workplace Culture
Embrace Pain & Uncertainty
I am one that likes to plan, have clarity, and feel in control. Well, 2020 certainly has challenged...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Examining Organizational Growth: Successfully Crossing the Chasm
80% of businesses survived their first year of business. 70% of businesses survived their second...
5 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention
Examining Organizational Growth: Challenges When Crossing the Chasm
chasm noun \ ˈka-zəm \ 1: a deep cleft in the surface of a planet (such as the earth) 2: a marked...
4 minute read
Nonprofit BDO Update - Summer 2020
As a BDO alliance member, we get to pass along industry specific letters to ensure you stay ahead...
1 minute read
Announcing Brixey & Meyer Capital's Newest Acquisition - July 2020
Brixey & Meyer Capital Acquires Access Control Systems
1 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Employee Handbook
Understanding Organizational Growth - Business Strata
There he sat in his makeshift office. Doodling. Each day, it was the same thing. Get up, get ready,...
4 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
HR,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Employee Retention,
Employee Handbook
A Letter from Your Employee Handbook: What a Solid Handbook Can Do for Your Organization
Dear Business Owner, Hello. It’s me. Your Employee Handbook. Now, before you stop reading, can I...
4 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 8: Unemployment & The PPP - When Well-Meaning Governmental Programs Collide
Let’s look at some simple math. Bob, an hourly employee, averaged 40 hours per week making $15 per...
3 minute read
Takeaways,
culture,
Business Advisory,
Growing,
Business Owners,
workplace productivity,
Success,
2020,
Lessons,
COVID-19,
KPI
Replace Lagging Performance Indicators with Leading Ones
Due to many factors, your financial results for YTD 2020 very likely differ from original...
2 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses
Congress Approves Favorable Changes to PPP
On Wednesday evening, the U.S. Senate approved H.R. 7010, a bill that will dramatically change...
1 minute read
Ohio DSA Launches Two More Grant Programs to Help Small Businesses
The Ohio Development Services Agency has created two new grant programs to help small businesses...
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 7: Winning The Psychological Battle Of Returning To Work
“I’m scared to come back into the office.”
3 minute read
Takeaways,
Growing,
workplace productivity,
College,
Success,
Scholarships,
Taxes,
Lessons,
COVID-19,
Tax Return
Something New Everyday: Refunds Used for College Tuition
In these uncertain times there are so many changes and adjustments to financial situations—thus tax...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
CARES Act
SBA Loan Forgiveness: Application & Instructions
On Friday, May 15, 2020, the U.S. Small Business Administration released the much-anticipated...
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
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Small Business Administration,
Small Businesses,
CARES Act
Question & Answer: "How will SBA review borrowers’ required good-faith certification...?"
"How will SBA review borrowers' required good-faith certification concerning the necessity of their...
2 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 6: Managing Various COVID-19 Employee Leave Law Scenarios
Imagine the following employee situation. MakeStuff Corporation is a Midwest manufacturer of...
4 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 5: Administering The Families First Coronavirus Response Act (FFCRA)
Understanding the Families First Coronavirus Response Act (FFCRA) is a challenge in and of itself!...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 4: Understanding The Families First Coronavirus Response Act (FFCRA)
In full disclosure, I started writing this blog several times but each time I stopped. I either...
4 minute read
Takeaways,
culture,
Growing,
Business Owners,
workplace productivity,
Success,
Lessons,
COVID-19,
Military,
Experience
Decisiveness in Uncertain Times: A Military Experience
I found myself riding in a Seahawk helicopter coming in on a ship. I was just a passenger, but...
2 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
CARES Act
Paycheck Protection Program: Additional Funds Available
On Friday, April 24, 2020, the President signed into law a $484 billion relief bill called the...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Coronavirus,
COVID-19,
Small Businesses,
Businesses,
Employee Retention
JobsOhio Partners with Peoples and First Federal/Home Savings Banks to Help Small Businesses
JobsOhio, Peoples Bank and First Federal/Home Savings Bank announced a partnership to support...
1 minute read
Tax Planning,
ohio,
Tax Team,
Business Owners,
workplace productivity,
Management,
Taxes,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
COVID-19
Tax Update: Q2 Tax Payments Extended
The 2020 Q2 estimated tax payment date for businesses and individuals is extended from June 15thto...
ohio,
Business Advisory,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
Businesses,
CARES Act
Our Business Advisory Experts Can Help You...
COVID-19 is impacting your business, and we are here to help. Our Business Advisory experts are ...
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 3: Staffing and Business Continuity
Projects/orders cancelled or delayed. Cash flow issues. Over-staffed departments. These are common...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 2: Support Your Employees With Clear Communications
Each day at 2:00pm, Ohio’s Governor, Mike DeWine, holds a press conference. I am not sure if he...
3 minute read
Takeaways,
culture,
onboarding,
hiring,
Growing,
Human Resources,
Growth,
workplace productivity,
Success,
Management,
Coronavirus,
COVID-19
HR Issues Amidst COVID-19 Disruptions PART 1: Defining Long-Term Objectives Surrounded by Uncertainty
Four weeks ago, the business world looked much different. The Dow Jones Industrial Average was...
3 minute read
ohio,
Human Resources,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
COVID-19,
Loan,
Small Business Administration,
Small Businesses,
Businesses,
FFCRA
Families First Coronavirus Response Act - Get Our FFCRA Toolkit to Help Businesses
On March 18th, the Federal government passed the Families First Coronavirus Response Act (FFCCRA)....
1 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
CARES Act
PPP Application Update: The Interim Final Rule
Late on Thursday, April 2, the SBA released the Interim Final Rule (IRF) which constitutes the much...
2 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
CARES Act
Paycheck Protection Program - Updated Application Process
The guidance for the Paycheck Protection Program ("PPP") was issued on March 31, 2020 with the...
Takeaways,
culture,
onboarding,
hiring,
Growing,
workplace productivity,
Success,
Workplace Culture,
Coronavirus,
COVID-19,
Working From Home,
WFH
Making Work from Home, Work
As someone who has now officially worked at home for all of one week, I am by no means an expert...
2 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses,
CARES Act
SBA Loans and Forgiveness Under the New Stimulus Program (CARES)
As part of the new stimulus package signed by President Trump today, $349 billion is being...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Coronavirus,
SBA Disaster,
COVID-19,
Businesses,
CARES Act,
Employee Retention
CARES Act Provides Employee Retention Credit for Impacted Businesses
Last night, the Senate passed an updated version of the Coronavirus Aid, Relief and Economic...
1 minute read
ohio,
workplace productivity,
Management,
2020,
Workplace Culture,
Coronavirus,
Stay at Home Order,
SBA Disaster,
COVID-19,
Loan,
SBA,
Small Business Administration,
Small Businesses
SBA Disaster Loan Application Assistance
Brixey & Meyer has created a dedicated team to help business owners file for the Small Business...
1 minute read
Ohio Stay at Home Order - We Are Still Operational
Effective tonight, Monday March 23, 2020 at 11:59pm, the state of Ohio has issued a Stay at Home...
1 minute read
Tax Update: Programs Available in Response To COVID-19
As of March 19, 2020, there are different programs available to taxpayers as a response to...Tax Update: Certain 2019 Tax Payments Can be Deferred
During a press briefing on March 17, Treasury Secretary Steven Mnuchin announced that certain 2019...
1 minute read
Brixey & Meyer's Commitment to Excellence Amidst Challenging Times
To our valued clients and colleagues: First and foremost, we want to thank you for the trust in our...
1 minute read
Announcing Brixey & Meyer Capital's Newest Acquisition - March 2020
Brixey & Meyer Capital Acquires Gateway Distribution
1 minute read
#MeetUsMonday :: Introducing Alex
We are so excited to introduce you to Alex, one of our newest team members! He is a Manager in our...
1 minute read
Strategic Planning,
Succession Planning,
acquisition,
Takeaways,
Retain,
Key Employees,
Business Consultant,
Growth,
workplace productivity,
Success,
Management,
2020,
Workplace Culture,
Merger
The Importance of Post-Acquisition Integration
The adrenaline rush you get when closing on an acquisition (or merger) is exhilarating. Excitement...
3 minute read
Woodworking Lessons that Mirror Good Business Practices
Perhaps you can relate. My day-to-day job requires me to use my brain, not my hands. Analyzing,...
2 minute read
Ping Pong Tables Don't Define Culture
You’ve probably seen the topic of workplace culture everywhere. There are articles written about...
1 minute read
How To Be Tax Efficient When Charitable Giving
Planning on making charitable gifts in 2020 and want to be tax efficient when doing so? There are...
1 minute read
#MeetUsMonday :: Introducing Missy
We are so excited to introduce you to Missy, one of our newest team members! She is a Manager in...
1 minute read