Steingard Insights
Category: Uncategorized
-

Bookkeeping for Amazon FBA Sellers: A Practical Guide to Clean, Scalable Books
Bookkeeping for Amazon FBA Sellers: A Practical Guide to Clean, Scalable Books If you sell on Amazon FBA, you already know your…
-

Pilot Alternatives for Small Business Bookkeeping: What to Compare Before You Choose
Pilot is one of the best-known online bookkeeping services for startups, and it shows up in almost every list of bookkeeping options.…
-

Should You Hire a Bookkeeper or Just Use QuickBooks Yourself?
QuickBooks records what you tell it. The question is who checks it. Plenty of small business owners run their own books in…
-

What to Look for When Hiring a Bookkeeper for Your Small Business
Eight questions I’d ask any bookkeeper before handing over your books — including me. I run Steingard Financial, a bookkeeping firm in…
-

Wealth Management Services for High Net Worth Individuals: What to Expect and How to Choose
When your financial life reaches a certain level of complexity — multiple income streams, a business interest, significant investments, a growing tax…
-

SEP IRA vs SIMPLE IRA vs Solo 401(k): Which Retirement Plan Is Right for Your Small Business?
If you’re a small business owner or self-employed professional, no one is automatically enrolling you in a retirement plan. That responsibility —…
-

The Small Business Owner’s Guide to Hiring a Financial Advisor
Running a small business is one of the most financially complex things a person can do — and most business owners don’t…
-

Retirement Income Planning Strategies for Your 50s: Make Every Year Count
Your 50s are a financial inflection point. You’re close enough to retirement to see it clearly, but far enough away that the…
-

12 Best Questions to Ask a Financial Advisor Before Hiring (And What Their Answers Should Tell You)
Hiring a financial advisor is one of the most consequential decisions you’ll make for your financial future. Yet most people spend more…
-

Fee-Only Financial Planner vs. Commission-Based Advisor: Which One Should You Hire?
When you start shopping for a financial advisor, one of the first forks in the road is the compensation model. Specifically: should…










