Triangle Small Business Solutions

07/01/2026

When you hear Jason Staats is coming close you have to go! Was a great event. Met good people and learned a lot.

06/11/2026

👏 **Speaker Spotlight** 👏

A big thank you to Laura Smith with Triangle Small Business Solutions for an engaging, entertaining, and insightful presentation at today's meeting!

Through her creative **"Business Owners Anonymous"** theme, Laura reminded us that many business owners struggle with understanding their financial statements—but gaining clarity around the numbers is the first step toward making intentional business decisions.

One of the most powerful questions she posed was:

**"If a business owner doesn't have clarity around their numbers, are they really being intentional?"**

Using humor, relatable characters, and real-world examples, Laura helped us understand how the Profit & Loss Statement, Balance Sheet, and Tax Return have to all work together—and why understanding those connections is critical for business success.

One of the biggest takeaways was that tax planning doesn't begin when you file your tax return. It starts with understanding your financial position throughout the year and using that information to make proactive decisions.

Thank you, Laura, for sharing your expertise and helping our members gain greater clarity, confidence, and control over their businesses.

If you're a business owner looking for a trusted advisor who can help you understand your numbers, improve profitability, and make more intentional decisions, we highly recommend connecting with **Triangle Small Business Solutions**.

03/22/2026

A conversation I have all the time with business owners 👇

“Should I be an LLC or an S Corp?”

The truth is—it’s not a one-size-fits-all answer.

An LLC is a legal structure.
An S Corp is a tax election.

And choosing the right setup depends on things like:
✔️ Your profit level
✔️ How you pay yourself
✔️ Your long-term goals

But here’s where I see the biggest issue…

Many business owners elect S Corp status to save on taxes—but don’t understand the requirement to pay themselves **reasonable compensation**.

That piece matters.

If compensation is too low:
❌ It can create IRS risk
❌ It can undo the intended tax benefit

If it’s done correctly:
✔️ You stay compliant
✔️ You optimize your tax position

This isn’t just about checking a box—it’s about structuring your business the right way from the start.

If you’ve ever wondered whether your current setup makes sense, it may be time to take a closer look.

Book your appointment with Triangle Small Business Solutions

08/09/2025

We’re officially in the second half of the year — and if you haven’t touched base with your accountant yet in 2025, now’s the time.

A mid-year review can:
✅ Spot tax-saving opportunities before it’s too late
✅ Keep cash flow on track for Q4
✅ Help you plan for equipment purchases or staffing needs
✅ Avoid unpleasant surprises come tax time

Don’t wait until December to find out you could’ve saved thousands or improved your numbers. Schedule your check-in now and finish the year strong. 💪

If you would like to schedule a review with us please email [email protected]

Send a message to learn more

07/04/2025

05/05/2025

Your numbers are trying to tell you something—are you listening?

Mid-year reviews aren’t just helpful—they’re critical. We work with businesses like yours to:
🔍 Analyze your books
💼 Identify tax-saving strategies
📈 Make data-driven decisions for growth

Don’t wait until year-end to make course corrections.
Let’s start scheduling soon and build a stronger back half of the year as we are almost upon the mid-year mark.
📆 Message us to book a consultation!

10/31/2024