Welcome Our New CFO – Becky Krieger!
We’re thrilled to announce that Becky Krieger has joined the JP Mohler LLC team as our new Chief Financial Officer! Becky brings years of financial leadership experience, a sharp analytical mind, and a genuine passion for helping businesses grow stronger and smarter. To help everyone get to know her a little better, we asked her […]
Welcome to the Team, Justin McDermott
We’re excited to welcome Justin McDermott as our new Project Coordinator! His skills and fresh perspective will be a great asset as we continue to grow and take on new challenges. We’re looking forward to all the ways Justin will make an impact. Take a moment to get to know him! What’s your go-to karaoke song […]
How One AI Tool Gave Me Back 6 Weeks A Year
Let me start with this: I’m not an AI expert. Like a lot of people, I’ve heard the buzz about how AI is going to revolutionize everything, replace jobs, and maybe even take over the world. I’m not in that camp—but I do believe AI can be a powerful tool when used thoughtfully. Recently, we […]
Navigating Growth: Our Journey with NetSuite and Key Implementation Learnings
As a professional services firm specializing in tax reduction and recovery for small businesses and governmental/non-profit agencies, we’ve experienced significant growth in recent years. This growth, while exciting, presented us with the challenge of scaling our operations while maintaining efficiency and accuracy. Our legacy systems, which included disparate platforms like QuickBooks for financials, outsourced payroll, […]
Treasury Suspends Corporate Transparency Act Enforcement—What Small Businesses Need to Know
In a recent update, the U.S. Treasury Department announced it would temporarily suspend the enforcement of the Corporate Transparency Act (CTA) and halt any penalties related to beneficial ownership reporting. This decision, made in the interest of supporting American taxpayers and small businesses, means that businesses are no longer required to comply with the CTA […]
Newest Update for Small Businesses: Beneficial Ownership Information Reporting Requirements
Update as of 2/20/2025: Small business owners, mark your calendars: the beneficial ownership information (BOI) requirements of the Corporate Transparency Act (CTA) are back in effect. A recent court ruling has set the new reporting deadline for March 21, 2025. This deadline applies to most businesses needing to file their initial, updated, or corrected BOI […]
Welcome To The Team, Steven Kmetz!
We’re thrilled to introduce the newest member of our team, Steven Kmetz, who has joined us as a Sales Associate! We’re excited to see all the ways he will contribute to the team and help us reach new heights. Let’s take a moment to learn a little more about Steven! What’s your go-to karaoke song […]
Important Update: BOI Reporting Deadline Suspended – What Small Businesses Need to Know
The Corporate Transparency Act (CTA) mandates that entities formed before January 1, 2024, submit beneficial ownership information (BOI) reports by January 1, 2025. However, a recent nationwide injunction has temporarily suspended this requirement. On December 26, 2024, the Fifth Circuit Court of Appeals reinstated the injunction, halting enforcement of the CTA’s reporting obligations until further […]
Fifth Circuit Court Reinstates BOI Reporting Requirements: What Small Businesses Need to Know
In a recent decision, the Fifth Circuit Court of Appeals reinstated Beneficial Ownership Information (BOI) reporting requirements for small businesses. These rules are designed to increase transparency by requiring businesses to report details about their key stakeholders to the U.S. Treasury’s Financial Crimes Enforcement Network (FinCEN). The BOI regulations, stemming from the Corporate Transparency Act, […]