IRS phishing and smishing scams are more convincing than ever. Learn how to spot them before they cost your business money.

Tax Identity Theft Awareness Month

Planning to file your taxes electronically for Tax year 2025? Keep in mind that timing is everything!

ChatGPT won’t replace your CPA, but it can help spot errors, ask better questions, and improve builder profitability when used correctly.

Understanding Tax Identity Theft

Hackers don’t need your password, just your phone number. Learn how the SIM swap scam can bypass your security.

Documentation isn’t just paperwork — it’s the backbone of accurate, compliant financial reporting. Rochelle explains how strong recordkeeping builds trust, reduces risk, and supports confident decision-making.

Profit doesn’t always reflect cash in the bank — and that disconnect can create major challenges for growing businesses. Rochelle explores how consistent cash flow tracking builds stability, clarity, and financial confidence.

A W-9 may look like a simple form, but it plays a powerful role in keeping your business compliant and your year-end reporting stress-free. Rochelle breaks down why collecting W-9s early protects your business from penalties, delays, and unnecessary headaches.

Rising material costs aren’t your problem — protect your profit margin and stop discounting your work. One bad client can sink your business.

ChatGPT scans your general ledger and flags errors instantly. Jon shows how builders can catch mistakes fast using AI as a senior financial analyst.

Can you afford that new $80K truck? Jon Markee shows how builders use AI scenario planning to forecast cash flow and make smarter decisions.

Jon Markee shows how ChatGPT can act as a Senior Financial Analyst—spotting errors, drafting emails, and visualizing your financials.

Jon Markee shows how AI and QuickBooks can help builders forecast cash flow—and avoid running out of money before it’s too late.

AI is improving fast—but it still can’t replace the strategy, judgment, and oversight of a human accountant. Here’s why builders should think twice.

Not all debt is bad—but for builders, the wrong kind can destroy profits. Learn when borrowing makes sense and when to avoid it.

We love Google Sheets for client collaboration—but there’s one step most forget that can cause delays. Tag us in a comment to keep things moving!

Wondering how CPAs set their prices? Jon Markee breaks it down—what goes into the quote, what you’re really paying for, and why it’s so tricky.

Still mailing checks? Jon Markee, your Builder CPA, explains why it’s time to go digital—and how to do it safely and efficiently.

AI found a $60K tax error a CPA missed. Should home builders trust AI with their taxes? Jon Markee explains the risks and rewards.