Pratt & LeFevre's

New Year, New Gains: 3 Steps to a Financial Fresh Start

As we close the door on 2025, it’s time to shift from “survival mode” to “strategy mode.” A successful financial year doesn’t start in April—it starts now. By organizing your documentation and setting intentional goals today, you ensure that 2026 is your most profitable and least stressful year yet.

Urgent December Action: 3 Tax Moves to Save Before Jan 1st

As the year winds down, December is the critical last chance to positively impact your tax situation for the current year and set a clear path for the next. This month, we’re focusing on essential deadlines and protective measures to ensure your hard-earned money stays where it belongs: with you. Take a few minutes to review these key actions before the calendar flips to January 1st.

Celebrating Our Business Community This November

This November, we’re highlighting the dedication and resilience of the business owners who keep our communities thriving. Whether it’s through exceptional customer service, innovation, or community involvement, local businesses play a vital role in shaping our economic landscape.

Business Clarity Is Mental Clarity

We know you’re going through challenging times. Running a small business is already a high-stakes, high-emotion endeavor, and right now, the pressure might be weighing heavier than usual. During Small Business Week (May 4–10) and Mental Health Awareness Month, we want to focus on the overlap: when your business feels more in control, so does your mind.

Take a Child to Work Day: Inspiring the Next Generation

On April 24, workplaces across the nation will celebrate Take a Child to Work Day, an evolution of the traditional “Take Our Daughters and Sons to Work Day.” This initiative, led nationally by Junior Achievement, provides children with valuable insights

2025 Business Success Summit: Tax Planning & Strategies for This Year

If you’re a business owner looking to reduce taxes, protect assets, and build long-term financial security, this webinar is for you! Our expert panel will walk you through powerful, legally sound strategies to structure your business for maximum advantage.

Game On: TCJA Winners and Losers—Business on the Chopping Block

The Tax Cuts and Jobs Act (TCJA) has been part of our tax landscape for nearly seven years, shaping how businesses and individuals plan their finances. With an eye toward the end of 2025, when many key provisions expire, here are some critical changes that could affect you and your business.

FINANCIAL PLANNING BASICS FOR SMALL BUSINESS OWNERS

Financial planning is the foundation of a successful business. Whether you’re just starting out or have been in business for years, planning your finances helps you make smart decisions. It gives you a roadmap for where your business is going and ensures you’re prepared for whatever comes your way.

CELEBRATING ENTREPRENEURS “DO IT YOURSELF” MARKETING MONTH

June is Entrepreneurs “Do it Yourself” Marketing Month, a time dedicated to empowering small business owners to take charge of their marketing efforts. At Pratt and LeFevre, we understand the unique challenges small business owners face, and we’re here to support you in creating impactful marketing campaigns.

CELEBRATING SMALL BUSINESS MONTH: HONORING THE HEARTBEAT OF OUR ECONOMY

May is more than just a month on the calendar—it’s a time to celebrate the vibrant spirit and invaluable contributions of small businesses across the nation. At Pratt and LeFevre, we recognize the indomitable courage, resilience, and hard work of small business owners who fuel the engine of our economy.

UNLOCKING THE POWER OF BUDGETING: YOUR KEY TO FINANCIAL SUCCESS

Budgeting might sound like a daunting task, but it’s actually your ticket to financial freedom! Think of it as your roadmap to reaching your financial goals. By tracking your income and expenses, you’ll gain a clear understanding of where your money is going and where you can make adjustments.

Credit can be a powerful tool for small business owners, offering flexibility and opportunities for growth. Whether it’s securing a loan to expand your operations, investing in new equipment, or managing cash flow during slower periods, using credit strategically can propel your business forward.