The Collaborative:

Expert Advice for Business Owners

The Top 3 Financial Resolutions That You Can Accomplish

The Top 3 Financial Resolutions That You Can Accomplish

January 17, 2024

As we embrace the dawn of a new year, the ethereal beauty of snow-covered landscapes invites contemplation on the symbiotic relationship between beauty and effort. It’s a sentiment akin to…

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Tax Talk

Bertram Financial August 15th Market Update

August 15, 2022

Bertram Financial, August 15th, Market Update In August, we had another great Financial Power Hour. In addition, I would like to highlight the market update section for a few minutes.…

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Green Money: A Financial World's Hidden Gem

Green Money: Finance’s Hidden Gem

April 27, 2022

Green Money: The Best Kept Secret In The Financial World Let’s take a look back at a subject that is worth being mindful of, and that is the various colors…

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Credit Card Processing & Savings

Credit Card Processing & Savings

July 26, 2021

Credit Card Processing & Savings: 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…

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The Collaborative - Taxes

The Collaborative: What Is A PEO?

January 14, 2021

The Collaborative: What Is A PEO? 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…

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The Collaborative - Taxes

Get a Grip on You Business: Intro to EOS

December 29, 2020

Get a Grip on You Business: Intro to EOS     Michelle Bertram: We just got off of our collaborative huddle call yesterday, which is a group of advisors and…

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The Collaborative - Taxes

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.…

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The Collaborative - Taxes

The Collaborative – Advanced Tax Planning

October 20, 2020

The Collaborative – Advanced Tax Planning 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…

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