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Zettergren Accounting, Inc.

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Memphis, TN
Zettergren Accounting, Inc.

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No annoying financial lingo. Straight, authoritative and friendly advice.

Visit us: www.zettergrencpa.com
Give us a call: (901)-581-5217

Hybrid/Remote CPA Firm
Fractional CFO, budgeting, clean ups, bookkeeping, reviews, audits, compilations, tax Zettergren Accounting, LLC is a licensed CPA firm that offers tax and accounting services. We offer individual and business income tax preparation, tax planning, auditing and attestation services, monthly bookkeeping services, bookkeeping clean-ups and other consulting services as needed. At Zettergren Accounting customer service is a top priority, and we strive to treat each client like family. Let our team use our knowledge and experience to help you with your tax and accounting needs.

10/30/2026

Real talk: November starts tomorrow. Is your business ready for the final stretch of 2026? 📉🗓️

The next eight weeks will fly by, and the worst time to think about your 2026 tax strategy is in April 2027. Here are 3 quick financial moves to make as we start a new month:

1️⃣ Reconcile October: Don't let your books fall behind. Clean up this month's transactions before the holiday rush hits.

2️⃣ Check Your Year-to-Date Profits: Are you making more than expected? If so, you might want to look into an S-Corp election or adjust your estimated payments to avoid penalties.

3️⃣ Plan Equipment Purchases: If you need to buy machinery, tech, or office equipment, doing it before Dec 31st can provide great section 179 depreciation benefits.

💡 Don’t scramble at midnight on New Year's Eve. Let’s sit down and build a proactive strategy.

📲 Message us today to schedule a Q4 financial check in!

10/29/2026

Selling a partnership interest? Don't forget about IRC Section 751! 🛑💼

While general gains or losses from selling a partnership interest fall under Section 741 as capital gain or loss, Section 751 acts as a major exception.

If a portion of what you receive is tied to the partnership's "hot assets"—like unrealized receivables or inventory—that slice of the gain gets recharacterized as ordinary income.
Key takeaways to keep in mind:

• The Split: You generally end up reporting an ordinary income/loss piece (often tracked via Form 4797) alongside a capital gain/loss piece on Schedule D.

• Form 8308: Partnerships have strict reporting obligations under Section 6050K to report Section 751(a) exchanges.

• Watch your basis: Always re-verify ordinary income hot asset allocations before finalizing exit calculations or K-1 reporting statements.

📥 Need help navigating a partnership sale? Calculating outside tax basis, hot asset splits, and Section 751 allocations can get complicated quickly. Send us a DM today—let's make sure your reporting is accurate and your tax strategy is optimized!

10/28/2026

🔍 Do you know how to find the tax basis of your partnership interest at the time of final sale?

Finding it can be incredibly tricky, and the answer is rarely obvious just by looking at a standard tax document. 💼

Many partners assume their baseline numbers are clearly stated on a standard K-1, but calculating your true outside basis requires combing through the Supplemental Sales Schedule provided by the partnership. 📊

You must blend your Item L capital account numbers with your Item K partner share of liabilities, and adjust them using the transaction data buried deep in those supplemental pages. 📁

⚠️ Missing these specific schedules can drastically alter your taxable gain or loss. If you are preparing for a final sale or untangling a complex partnership exit, making sure your outside tax basis is accurately calculated from all supporting documents is the most critical step to avoiding unexpected tax liabilities. 📉

📬 Don't leave your final sale numbers to guesswork! DM us today or comment below to get your partnership basis reviewed by our expert team before tax season hits. ☕👇

10/27/2026

Raise your hand if your "bookkeeping system" is a shoebox full of receipts or a chaotic spreadsheet... 🙋‍♂️📦

We get it. Running a business is exhausting. Between managing clients, making sales, and handling daily operations, keeping your books perfectly updated is usually the first thing that gets pushed to the back burner.

But as we hit the final stretch of the year, that messy stack of receipts becomes a major liability.
When your books are a mess:

❌ You have no idea if your business is actually making a profit this month.

❌ You can't make smart, confident hiring or buying decisions.

❌ You face a massive, stressful headache trying to clean it all up in January.

The good news? You don't have to do it alone.
Imagine heading into the holidays knowing your books are perfectly organized, your cash flow is clear, and your tax strategy is locked in.

Let us handle the numbers so you can focus on what you actually love doing—growing your business.

📲 Send us a DM today. Let’s get your books cleaned up before the holiday rush hits.

10/26/2026

Reset Your Financial Tracker 📈

The best way to eliminate end-of-month financial stress is to build a 15-minute weekly habit.

Start your Monday by reviewing three numbers:

• Cash flow: Are your accounts balanced for the week ahead?

• Invoices: Are there outstanding invoices that need a quick follow-up?

• Receipts: Did you snap photos of last week's business expenses?

A strong week starts with organized books. Hit the ground running, and remember we are here if you need strategic guidance along the way!

What is your top business goal for this week? Let us know below!

10/23/2026

Unplanned business growth can actually be dangerous. 📈

It sounds counterintuitive, but it’s a reality we see often. One of the top reasons growing businesses run into severe cash-flow crunches isn’t a lack of sales—it’s winning big new contracts without factoring in the immediate working capital needed to deliver them.

When your client payment cycles are 30, 60, or 90 days out, but your payroll, software, and vendor bills are due now, rapid growth can quickly drain your reserves.

Growth without a financial roadmap is just guessing. 🗺️

Before you sign that next big client or expand your team, you need to know exactly how it impacts your cash flow next month, next quarter, and next year.

We build custom 3-to-12-month cash flow forecasts to give business owners total clarity before they make big moves.

👉 Are you planning for growth in 2027? Let’s build a map for it. Send us a direct message or leave a comment below to schedule a quick strategy check-in.

10/22/2026

📊 Q4 Business Checklist: Don't Let October Slip Away

October is flying by, and before the holiday rush takes over, business owners need to run a quick pulse check on their financials. Waiting until December to look at your books means missing out on powerful year-end tax strategies.

Here are four critical items to cross off your list this week:

• Update Vendor W-9s: Start gathering missing information for your 1099-NEC forms now so you aren't scrambling in January.

• Review S-Corp Salary: If you operate as an S-Corporation, ensure your "reasonable compensation" payroll is on track for the year.

• Assess Equipment Needs: Planning to buy equipment, vehicles, or tech? Sourcing them now ensures they are placed in service by December 31st for Section 179 deductions.

• Reconcile Q3 Books: Clean up your bookkeeping through September so you have an accurate picture of your net income and estimated tax liabilities.

The Bottom Line: Proactive accounting saves money; reactive accounting just tallies up the damage.

🚀 Need a hand looking over your numbers? Our calendar for Q4 strategic planning sessions is filling up fast. Drop a comment below or send us a DM to secure a spot before the year-end rush.

10/21/2026

Are you paying more in taxes than you need to? 🛑

Waiting until April to think about your taxes is one of the costliest mistakes a business owner can make. Earning more revenue is great, but keeping more of it is what actually grows your business.

Right now is the perfect time to make smart, strategic moves before the year ends. A few proactive steps can save you thousands:

• Reviewing retirement contributions to lower your taxable income.

• Timing equipment purchases or business expenses strategically.

• Evaluating your entity structure to ensure it still fits your current revenue.

Don't leave your hard-earned money on the table. Let’s look at your numbers together and build a plan that works for you.

📩 Send us a direct message or drop a comment below to schedule a quick end-of-year tax check-up!

10/20/2026

Financial Dead Ends Small Businesses Can Avoid in Q4 🛑📉

With October already moving fast, business owners are entering the busiest season of the year. It’s easy to focus entirely on sales and let your accounting slide, but a few blind spots right now can cause major headaches in January.
Here are four common financial dead ends to watch out for as we close out the year:

1️⃣ The "Bank Balance" Trap: Looking at your cash balance doesn't tell you what upcoming liabilities are around the corner (like quarterly taxes, holiday bonuses, or delayed vendor invoices). Always make decisions based on your net cash flow projections, not just today's balance.

2️⃣ Mixing Personal and Business Expenses: If you're still using a personal credit card for business software, travel, or inventory "just this once," you are creating a nightmare audit trail. Separate them now to keep your tax deductions clean and legal.

3️⃣ Ignoring Outdated Accounts Receivable: Cash uncollected is cash lost. If you have invoices sitting past 30 or 60 days, Q4 is the time to send friendly reminders or offer small incentives for early payment to boost your year-end liquid cash.

4️⃣ Waiting Until December for Tax Planning: The most effective tax-saving strategies (like structuring equipment purchases, setting up retirement plans, or shifting income) must be finalized before December 31st.
The Bottom Line: Clear financials give you the confidence to grow. Spending just 30 minutes a week reviewing your profit and loss statement right now will completely transform your tax season next year.

📊 What is your biggest financial focus as a business owner heading into the holiday season? Let us know in the comments!

10/19/2026

Good morning! ☀️

Wishing everyone a productive and successful week ahead. Whether you are scaling your business, managing daily cash flow, or planning for future financial goals, staying ahead of the numbers is key to peace of mind.

If you have questions about your financial strategy or want to streamline your accounting this season, our team is here to help you navigate every step of the way.
Let's make today count! 📊✨

Address

6897 Crumpler Boulevard, Suite 300
Memphis, TN
38654

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm

Telephone

+19014586264

Website

https://zettergrencpa.com/

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