For Small Businesses

ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY!

Your business’s profitability and operational efficiency are at the center of your business’s success!
Our experience, resources, and attention to detail make our accounting services second to none. As an experienced accounting team, we look forward to the opportunity to help transform your business’s financials as we work with you to establish short- and long-term strategies for growth and profitability.

WORKING WITH US AND ENLISTING OUR BUSINESS SERVICES COULD MAKE ALL THE DIFFERENCE!

Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or crave some much-needed business coaching or other strategic consulting, we have been doing this for years and stay on top of all of the new regulations to help you take the most advantage possible. Legally and ethically — and profitably.

We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.

 

Starting a Business

Know the simple steps for starting your business right.

Accounting Done For You

Don’t waste your valuable time on bookkeeping and finances… Give yourself time to do what you do best.

Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

Strategic Business Coaching

More than just a tax return service…
We’ll “take you by the hand” in every aspect of your business.

Cash Flow Management

In this economy “Cash Is King”… We’ll make sure you’re positioned right.

Payroll Services

Scrimping on payroll services will red-flag your business with the IRS.

Internal Control Systems

Discover how our systems can free you to work ON your business… not IN your business.

Succession Planning

Passing your business to a family member or associate can be a risky proposition.

A Checklist for Rockville, MD Business Owners: What Do I Need to Bring to My Tax Appointment?

Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases New forms and records required for the 2026...
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What’s The Last Date For Employers To Send Out W-2 & 1099 Forms to Rockville, MD Employees?

Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
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How Many KPIs Should You Have For Your Rockville, MD Business?

Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...
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Season’s Greetings From CAS & Associates, Inc.

Season’s greetings from the CAS & Associates, Inc. team. For you and me both, this week can feel like a blur – balancing the holiday rush with the administrative wrap-up of the year.And while it’s rather fast-paced here at CAS & Associates, Inc., I always do my...
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What Are The Year-End Tax Moves to Make Now For Rockville, MD Business Owners?

Key TakeawaysIt’s not too late to create meaningful savings with these year-end tax moves to make now, but your options are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted...
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Big Beautiful Bill Details Rockville, MD Business Owners Might Have Missed

(Disclaimer: These are things you want to be discussing with your tax professional more in-depth, so you’re making a plan that’s right for your business.)Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025...
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What Payroll Checklist Steps Do Rockville, MD Business Owners Need to Complete for Clean Data?

Key TakeawaysFocus on data integrity. Ensure payroll wages, taxes, benefits, and GL postings are clean, consistent, and reconciled. Your tax preparer depends on one crucial “three-way match”: W-2 totals, Form 941 totals, and the General Ledger wage expense should...
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Rockville, MD Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees (categorized as Employee Recreation/Entertainment) are generally 100% deductible, but confirm with your CPA. Meals with clients must be logged separately as Client Meals. Your tax preparer will apply the 50%...
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Can Rockville, MD Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...
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Mary Salloom’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless to...
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How You’re Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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