gray cpa

IMPORTANT: We continue to have limited physical office hours, currently set as Monday-Thursday 9:00-4:00, and Friday’s are By Appointment Only.  With our varying staff levels, our phones do have additional hours of coverage, so please feel free to call. We still welcome you to pre-schedule a visit with our team as we would be happy to provide any one on one you may need!

Creating Financial Goals as a Couple

Creating Financial Goals as a Couple Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances...

Jumpstart Your Savings with These 3 Rules

Jumpstart Your Savings with These 3 Rules While U.S. savings habits are improving, nearly 50% of Americans have no more than $500 in the event of an emergency. If you want to ramp up your savings, every little bit helps. Consider these 3 rules to jumpstart your...

Keys to Keeping Great Business Records

Keys to Keeping Great Business Records Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are...

Get Your 2023 Finances in Tip-Top Shape

Tips to Get Your 2023 Finances in Tip-Top Shape Here are some tips to get your 2023 finances in tip-top shape. Know your net worth. The first step to improving your finances in 2023 is to create a snapshot of your current financial situation. So note all your assets,...

Correcting Common Financial Mistakes

Correcting Common Financial Mistakes You’re working at the office, getting stuff done around the house, or hanging out with family when — wham! — a phone call, email or text alerts you that something happened with your finances. When a not-so-nice financial event...

Plan Your Retirement Savings Goals for 2023

Plan Your Retirement Savings Goals for 2023 A big jump in cost-of-living calculations means a big jump in how much you can contribute to retirement accounts in 2023! Now is the time to plan your retirement contributions to take full advantage of this tax benefit. Here...