Resources Library | Summersgill CPA

New Year, New Habits: Simple Financial Wins for Small Business Owners

The new year is a natural time to hit “refresh” on your business—and that includes your finances. But let’s be honest: bookkeeping, expense tracking.....

Read more ➞

New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.

Read more ➞

closeup of many US social security # cards

Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...

Read more ➞

stacks of coins sprouting plants increasing in size next to a piggy bank

Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...

Read more ➞

Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

Read more ➞

A person working at a desk with all of her files perfectly organized with color-coded clips.

What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

Read more ➞

A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

Read more ➞

A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

Read more ➞

Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

Read more ➞

A paper cut out of a trashcan with a tile representing email being tossed into it.

New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

Read more ➞

From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

Read more ➞

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

Read more ➞

3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

Read more ➞

6 things business owners should focus on in Q4 (and how the Big Beautiful Bill impacts planning)

As 2025 winds down, Q4 is more than just closing the books — it’s your chance to maximize tax savings, invest in your team, and set up for a strong st...

Read more ➞

Cybersecurity on a shoestring budget

Learn budget-friendly security tools, strategies, and quick wins to start protecting your small business from cyber threats today.

Read more ➞