Stride

Does your business adhere to GAAP Financials? If not, read below the benefits of implementing GAAP into your business. #MSP #Agency #Startup #SAAS

Don’t Confuse Tax Prep with Tax Strategy A common misconception I hear from #MSP and #Agency owners "I'm paying for a CPA to prepare my tax return but they aren't providing guidance or strategy." Well of course not?!? That's like an MSP client expecting specialized #Cybersecurity services when paying for basic managed service. Here’s the difference: ?? Tax Preparation This is the process of organizing your financial data, preparing forms, and filing your return accurately and on time. It’s about compliance—reporting what happened last year. ?? Tax Strategy This is proactive planning that helps you minimize your tax liability. It’s specific to you and is focused on building a forward looking plan. The reality? All CPAs focus on preparation, but not all focus on client strategy. Unless you’re explicitly paying for strategic advice, you're only paying for the preparation of a return. Which is probably costing you tax savings and potential hurting cash flow. ? What You Can Do 1?? Ask your CPA about their approach—do they offer tax planning services? 2?? Consider working with a tax strategist who can collaborate with your CPA to create a year-round plan. 3?? Prioritize proactive conversations about your business goals and how tax laws can work for you. Compliance keeps you legal. Strategy keeps you profitable. Are you getting both? If not, I know Morgan F. Holmes would be ecstatic to meet with you! #taxplanning

Sign up for Alternative Payments Office Hours as Becky Brown and Morgan F. Holmes, founders of Stride, as they share proven strategies for managing cash flow in growing MSPs during Learn how to balance growth investments with operational stability, forecast cash needs accurately, and build financial systems that scale. This session is specifically designed for MSPs generating $2MM-$10MM in revenue who want to make more informed financial decisions. In this 60-minute session, you'll learn: ? How to analyze operating cash flow against revenue recognition to make better growth decisions ? Techniques for forecasting cash needs during client onboarding and expansion ? Strategic approaches to using debt financing versus cash reserves ? Methods for balancing technology investments with operational cash needs ? Systems and automation strategies that scale with your growth Building monitoring systems that improve hiring and pricing decisions Registration in the comments below or head to the events on our page!

Financial KPIs for #MSP owners? Casey Seaborn has you covered. ????

Join us today as Casey Seaborn hosts CFO Consultant Matt Kerrigan It's never too late to build a budget or forecast for your business! We will discuss how to create a budget, what the 80/20 is for budgeting and how to use a forecast to guide your business's decision making.

Join us tomorrow for our #StrideLive as Casey Seaborn interviews Morgan F. Holmes on the "The Top Questions To Ask Your CPA in 2025" #MSP #MSSP #Cybersecurity #Tax #TaxPlanning #TaxStrategy #SAAS #DigitalAgency #TaxSeason

Stop by the Alternative Payments Booth 2570 and say hello at MSP Expo We know that Casey Seaborn would love to talk to you! #MSP #Cybersecurity #SAAS #Telecom #ITConsulting #MSPExpo

Only an hour until we go live with Morgan F. Holmes about our Tax Season Starter Kit for Business Owners. Looking forward to another great session to kick-off our #StrideLive series in 2025!

Casey Seaborn continues to share the results of the Stride MSP Industry Financial Wellness Survey. Check out his latest article on MSP Pricing Strategies below!

Today at 2pm eastern Casey Seaborn and Brian Guenther, CISSP discuss the final ruling for #CMMC and what the next steps are for #MSPs pursuing certification for their business