Lizza & Associates

10/16/2026

Your story is one of your strongest marketing tools. Let customers get to know the people behind your business.

10/15/2026

Thinking about buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and risk.

Buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and financial risk. Pasted markdown

10/15/2026

Reimbursing employees for business expenses doesn't have to create taxable wages. Learn how accountable plans work, what documentation is required, and why deadlines and recordkeeping matter.

Learn how accountable plans let businesses reimburse employee expenses without creating taxable wages and what IRS requirements must be followed.

10/14/2026

Clean financial statements can make or break a business sale—and buyers look for more than just profit. Discover why consistency, reconciliations, and having the right expert to explain the numbers can protect your deal value and reduce surprises. Read now to see how to prepare with confidence.

Clean, consistent financial statements can help buyers understand your business, support due diligence, and build confidence in the numbers.

10/14/2026

Growth isn't always easy, but the lessons you learn today become the foundation for tomorrow's success.

10/13/2026

It's never too early to review your retirement contributions. A few adjustments now could make a meaningful difference at tax time.

10/12/2026

Thinking about selling your business someday? The biggest value driver may be your financial records. Buyers don’t just want a great story—they want proof they can trust. Learn how early financial prep can protect your valuation and smooth the sale process. Read now.

Preparing to sell your business? Clean financial records, documented add-backs, and aligned tax planning protect your valuation and transaction terms.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/12/2026

The small choices you make every day shape your future. Focus on building habits that move you closer to your goals, one step at a time.

10/09/2026

QuickBooks is joining Meta’s new Muse for Small Business—meaning some bookkeeping tasks could soon be handled through conversational AI. Sounds convenient, right? Just remember: AI is only as good as the data behind it. Read now to see why clean books still matter.

QuickBooks is integrating with Meta's Muse to offer conversational AI for business owners. Discover how this impacts your financial systems and advisory needs.