The Collaborative:

Expert Advice for Business Owners

Bertram Financial, August 15th, Market Update

August 15, 2022

  In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes. July was a great month…

Read More →

Green Money: The Best Kept Secret In The Financial World

April 27, 2022

Let’s take a look back at a subject that is worth being mindful of, and that is the various colors of money. This week – let’s talk about green money,…

Read More →
Tax Credit - Small Business

Credit Card Processing & Savings

July 26, 2021

Credit Card Processing. Almost every business owner has to deal with credit card processing and there is little regulation or transparency in this industry. Join us as our partner and…

Read More →
Tax Credit - Small Business

The Collaborative: New Tax Credits To Help Communities

February 15, 2021

New Tax Credits in 2021 Today we have Todd Mardis with us to talk about tax credits. Todd has a specialized tax practice. His team of tax attorneys provides advanced…

Read More →
People In A Meeting - The Collaborative

The Collaborative: What Is A PEO?

January 14, 2021

Michelle Bertram: We’re going to be talking today with Mike Kollath. He is a CPA and entrepreneur, and if I have to put it this way, in business just in…

Read More →
People In A Meeting - The Collaborative

Get a Grip on You Business: Intro to EOS

December 29, 2020

    Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and professionals with a goal to always continue to learn,…

Read More →
People In A Meeting - The Collaborative

The Collaborative – Tax Incentives

October 21, 2020

Michelle Bertram  We’ve been talking a lot about taxes the fast few weeks and how it affects individuals, business owners.  I wanted to bring on another specialist today, Clark Stover.…

Read More →
People In A Meeting - The Collaborative

The Collaborative – Advanced Tax Planning

October 20, 2020

Michelle Bertram: Alright, everyone. So taxes are becoming a hot topic. It’s always this time of year with a lot of the extension deadlines and corporate deadlines too. And then…

Read More →

Want to share this blog page? Click the links below!