As the year draws to a close, many small business owners are focused on holiday sales, planning for the new year, and taking stock of their yearly performance. One powerful tool to support this effort is the year-end financial audit. Although audits can seem daunting, they provide valuable insights, ensure compliance, and help identify both… Read More
As we approach the holiday season, it’s easy to let financial planning slide to the bottom of your to-do list. However, November is actually the ideal time to assess your finances and take steps that can positively impact your tax situation for the year ahead. By planning early, you can enjoy a stress-free holiday season… Read More
At Loeffler Financial Group, we often see businesses making some common bookkeeping mistakes that can have serious long-term consequences. The good news? They’re all fixable! Here are the top errors and how you can turn them around: 1. Not Keeping Personal and Business Expenses Separate The Mistake: Mixing personal and business expenses is one of…… Read More
Are you guilty of pushing your bookkeeping to the back burner with excuses like “I’ll do it next year,” “I know my money,” or “I don’t have time”? It’s time to recognize that these delays could be costing you more than you realize. 📊 Why Accurate Bookkeeping Matters The truth is, that accurate bookkeeping forms…… Read More
5 Ways a Real Estate Bookkeeper Can Revolutionize Your Accounting & Boost Your Bottom Line In the realm of business, bookkeeping stands as the cornerstone for maintaining accurate financial records. When it comes to real estate, this practice takes on a whole new significance, encompassing assets, liabilities, and overall capital management. The benefits are manifold,… Read More
New Year! New Goals! But guess what else January brings…That’s right—the unofficial start of tax season, and here at Loeffler Financial Group, we’re gearing up to make it as painless as possible for you! We even made some great improvements to our building to better serve you, and our clients! We understand tax prep isn’t… Read More
In the heart of Lancaster County, a family-owned gem, Loeffler Financial Group, has been a staple in the accounting, tax, and wealth management landscape since its establishment in 2001. Boasting a legacy of excellence, this firm is renowned for providing unparalleled financial services to individuals and small businesses alike. At the helm of Loeffler Financial… Read More
In late August 2023, tax professionals and experts from all corners of the country gathered under the warm Florida sun for the highly anticipated IRS Tax Forum Conference. Among the attendees, Loeffler Financial Group stood out as a shining example of excellence in the world of tax and finance. The event, hosted at the Orlando… Read More
Discover the Power of Pristine Bookkeeping! Are you drowning in a sea of financial chaos? Need a reliable solution to keep your books shipshape? Look no further! Loeffler Financial Group’s Bookkeeping Services will revolutionize your business finances. ✅ Stay organized: Say goodbye to stacks of receipts and overwhelming spreadsheets. Our expert bookkeepers will meticulously organize… Read More
You don’t need to spend a ton to have adorable Easter basket surprises for your kids this year. With these Easter fun ideas, you’ll even have the Easter Bunny wondering how you did it!! Don’t worry, we won’t tell! We all love surprising our kids on Easter with a colorful basket of goodies, right? Seriously…… Read More