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Team
- Michelle Robinson, CPA
- Dawn James, CPA
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- Matt Cassidy
- Dylan Humbert
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- Allison Steffen
- Josh Wentz
- Cheryl Pemberton
- Ashley Champ
- Michael J. Capozzoli, CPA
- Tyler Bick
- Pam Zoda
- John Zetzl, CPA
- Tiffany Mull, CPA
- Jenney Holthouse
- Kelley Hensley
- Tony Gillam, CPA
- Natalie Gerber
- Diego Vallota
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- 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
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- 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
Posts by category
- Category: Accounting
- Category: Articles
- 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
- 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
- Category: Strategy
- 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
- Category: Tax & Risk Management
- Category: Tax Updates
- Category: Uncategorized
- 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