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Team

• Zach Bradford
• Chase Collier, CPA
• Tyler Baker
• Christi Swing
• Courtney Clark
• Dawn James, CPA
• Sara Boruske, CPA
• Dylan Humbert
• Dan Engelhardt
• John Kemen
• Allison Steffen
• Cheryl Pemberton
• Ashley Champ
• Michael J. Capozzoli, CPA
• Tyler Bick
• Pam Zoda
• John Zetzl, CPA
• Tiffany Mull, CPA
• Kelley Joanne Hensley
• Tony Gillam, CPA
• Natalie Gerber
• Tom Gady, CPA
• Pamela Conner, CPA
• Jake Burke, CPA
• Gene Schindler, CPA
• Pat Burke, CPA

Books

• The 10 Biggest Business Mistakes: And How To Avoid Them
• There Is No Us In Business
• Accelerate
• Exit Velocity
• Swing For The Fences

COVID-19 & Important Updates

• Tax Proposal Released
• IRS Extends 2021 Federal Tax Deadline
• 2nd Round PPP Loans
• 1099-NEC and 1099-MISC Update
• PPP Loan Expenses Update
• COVID-19 2.0 Income Tax Relief Provisions
• PPP Funds Expense Treatment
• Small Business Relief Grant and the Bar and Restaurant Assistance Fund programs
• Payroll Deferral Follow-up
• Deferral of FICA Taxes
• Payroll Protection Plan Update – June 4 2020
• SBA and the Treasury Department released additional guidance creating a Safe Harbor
• PPP and Deductions
• Latest PPP Update
• Tax Deadline for Second Quarter 2020 Estimated Tax Payments
• CARES ACT – Business Provisions
• CARES ACT – Individual Provisions
• Tax Day now July 15: Treasury, IRS extends filing deadline and federal tax payments regardless of amount owed
• Small Business Administration (SBA) Loan Information
• Ohio has issued a Stay at Home order, but Burke & Schindler remains open as we are an essential business
• Families First Coronavirus Response Act
• COVID-19 & 2019 Tax Filing

Offices

• Cincinnati Office
• Richmond Office

Posts by category

• Category: Accounting
  • Client Success Story
  • Cash is King! The Rolling 13-Week Cash Flow Forecast.
  • The Benefits of Digitizing Your Accounts Receivable Process
  • Client Success Story: New Housing Ohio, Inc.
• Category: Articles
  • Why I am in a band?
• Category: Audit
• Category: Book Reviews, Interviews, & Podcasts
  • Growth Amplifiers Podcast: Patrick Burke
  • The Burden of Command Podcast: Patrick Burke
  • The Bizgnus Podcast: The Mistakes that kill a Business
  • Business Bookshelf Podcast: Patrick Burke
  • Enterprise Radio: Patrick Burke
  • Grit Daily Interview: Patrick Burke Has Advised 200 Startups and Has Some Thoughts to Share
  • Thriveglobal.com Interview: Patrick Burke Of Concentric Wealth Management
  • Medium.com Interview: Patrick Burke Of Concentric Wealth Management
  • The Magic Pen Review: The10 Biggest Business Mistakes and How to Avoid Them
  • Colin Jordan Review: Patrick Burke — The 10 Biggest Business Mistakes
  • thehollywooddigest.com Review: The 10 Biggest Business Mistakes and How to Avoid Them
  • Goodreads.com-Alexander’s Reviews
• Category: Finance
• Category: Financial Services
• Category: IT
  • Securing Your Systems
• Category: Managing Your Business
  • So, You Qualified for the ERC (employee retention credit) Credit, Great! You Might Be Wondering: What Should I Expect Now?
  • Why All Successful Entrepreneurs Have MBAs: Mentors, Believers, Advocates
  • Is your business budget process like Groundhog Day or 2001: A Space Odyssey?
  • Business Continuity Planning for Co-Owners
  • Avoiding Disasters in Inside Ownership Transfers
  • Characteristics of Bonus Incentive Plans
  • What to Expect from Your Year-Ending Board Meeting
  • How to use social media during the holiday down time
  • How business owners can master their financial statements
  • How Business Owners Increase and Maintain Market Value
  • Seven Steps for the Proper Care & Feeding of Your Banker
  • Why Social Media Marketing is Important for Your Business
  • It’s February … and You Don’t Have a Budget?
• Category: Social Security
  • How will working affect social security benefits?
  • Social Security: The Elephant in the Room
• Category: Strategy
  • A Roadmap From Good To Great
  • Fully invest in your business this year with new tax strategies
  • What Does Your Business Value Tell You?
  • Start a Business in 2016
  • Swing for the Fences
• Category: Systems Management
• Category: Talent & Employee Management
  • It’s Raining Great People – Is your Business Holding an Umbrella or a Funnel?
  • Employee Incentive Plan and Bonuses: What’s the Point?
  • It’s time to retire the annual performance review
  • Fraud: Do You Know It When You See It?
  • Either You Have It, or You Don’t
  • 6 Strategies for Recruiting Top Talent
  • Three Keys to Identifying a “Key” Employee
  • Your 5-Step Retirement Plan
• Category: Tax
  • New Year, New Limits
• Category: Tax & Risk Management
  • Year-End Tax Planning: Are You Reactive or Proactive?
  • Taxes you know (and didn’t know) you have to pay
  • The End of File & Suspend for Married Couples
  • The Tax Man Commeth
  • When will the IRS budget cuts finally stop?
  • Planning in an Uncertain Tax Environment
  • Tax Increase Prevention Act of 2014
• Category: Tax Updates
  • Hamilton County Sales Tax Rate Increases October 2nd
• Category: Uncategorized
  • Burke & Schindler, PLL merges with Richmond, Indiana CPA Firm
• Category: Value Creation
  • Which Comes First? Estate Planning or Exit Planning?
  • Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement
  • Preparing for the Worst: Business-Continuity Planning for Sole Owners
  • The Essential Business Agreement: A Business-Continuity Agreement Among Owners
  • Elements of a Plan to Sell to Insiders
  • Are You and Your Company Candidates for a Third Party Sale?
  • Sticking a Toe (or Two) in the Exit Planning Pool
  • Building Value is the Win-Win-Win of Exit Planning
  • What Is Your Business Really Worth?
  • Exits Are Inevitable, Failure Is Not: Planning a Successful Exit
  • The Impact of Value Drivers on Sale Price
  • Knowing Business Value is a Very Good Place to Start
  • First Things First: Prioritize Your Objectives
  • Why Exit Planning? Why Now?
  • Is Exit Planning Worth the Time and Money?
  • Navigating the Choppy Waters of a Sale to a Third Party
  • Exit Your Business Without Leaving It
  • Value Drivers Don’t Grow On Trees… Or Do They?
  • Death And Taxes vs. Wealth Preservation – The Final Exit Planning Contest
  • What To Expect From A Buyer
  • Looking for Financial Clues to your Exit Readiness
  • Succession Planning Your Advisor Team Will Love
  • So You’re Never Leaving… Got A Plan For That?
  • Is Cash Flow Still Important for Exit Planning?
  • Unintended Consequences: Effectively Transitioning the Family Business
  • How to Build and Grow a Valuable Business, and Why It Matters for Buyers
  • Your Exit Plan Timeline
  • Exiting Your Business is A Process, Not A Mystery
• Category: Wealth Management