Tax planning and advisory services and accounting services for entrepreneurs and their families where they can save more cash and grow their businesses.
12/12/2025
Wanting to grow and expand your business in 2026 but don’t know about the legal entity best suited for this expansion?
Join me for a breakdown of the benefits and advantages of each business legal entity with illustrations and examples on January 8th, 2026 at the Greater Kendall Business Association.
Maria Lopez, CPA
Gallant
Accountants and Advisors
12/10/2025
Tonight we celebrate another milestone for Gallant with friends and clients. Excited to welcome them this evening to our celebration and holiday cocktail reception.
Gallant
Business Advisors for Entrepreneurs and their families
11/11/2025
Entrepreneurship:
A new entrepreneur tries anything. From any marketing and advertising strategy to doing the accounting or bookkeeping once a year.
But the $3 million annual revenue business owner or more is more careful choosing and selecting processes, people and strategies.
The bigger the company size, the more there’s to lose.
What makes a difference in the business success is surrounding yourself with a successful group of people, to learn from and to brainstorm ideas with.
Having a talented and experienced CPA, business attorney, banker, financial advisor as your business advisors makes a difference. Technology driven people and resources will also make a difference.
If you’re still thinking of the cost or investment for this business advice, consider the lost opportunity instead: We all know is not how much it costs but rather what is the ROÍ.
What are your business and financial goals for #2026?!
Know Your Numbers!!
Gallant
Accountants and Advisors
11/04/2025
Many are discussing AI and exploring its benefits in today's world.
However, one crucial aspect that AI cannot create is the individual's decision to take action. While we can use tools like ChatGPT daily for leads, suggestions, and feedback, without taking action based on that feedback, we risk losing opportunities.
Conversely, those who do take action will automate processes so rapidly that they may eliminate the need for others to act. This means tasks will be completed faster, and many will rely on the efforts of a few.
In essence, we face the possibility of failure due to a lack of action by choice or because others have taken the initiative away from us.
In a rapidly changing world, it's essential to get involved and support others in doing the same.
What are your thoughts 💭 about this?
Gallant
Accountants and Advisors
10/03/2025
Financial Statements and KPIs:
Do close your books cleanly and review KPIs (profit margin, debt ratios, owner's compensation) before January.
Don't wait for tax season to "find out" how your business did.
Tip: Use year-end numbers to set realistic 2026 goals and attract lenders or investors.
Gallant
Accountants and Advisors
10/02/2025
Business Investment moves before year-end:
Do evaluate whether it makes sense to purchase equipment, software, or training now to take advantage of deductions.
Don't spend recklessly just for a write off - if it does not add ROI, it's wasted cash.
Tip: Align purchases with your 2026 growth goals, not just tax savings.
Gallant
Accountants and Advisors
10/02/2025
Take a look at my new eBook: The CEOs Tax Playbook. Pick up on best practices for S corporation shareholders and tips on accounting and finance for your business. (Not CHAT GPT generated) LOL!
Follow the link:
www.leveragingfinancials.com/the-ultimate-ceo-tax-playbook
Maria M. Lopez, CPA, Tax Advisor
Gallant
Accountants and Advisors
10/02/2025
As a business owner, I don't receive a paycheck from someone else's business. I fish my own food: I build and create my own products and services. As business owners and entrepreneurs, we pretty much realize the #1 business lesson which is that is King. AI, technology and marketing trends can come and go, but without #1 Sales (cash inflow) and #2 Capital, it is pretty much difficult to survive and to build a profitable and sustainable business. So, what is the magic sauce to create cash inflow, i.e. sales? TO BE CONTINUED.
Maria M. Lopez, CPA, Tax Advisor
Gallant
Accountants and Advisors
10/01/2025
Accounts Receivable planning before year-end:
Follow up on outstanding invoices and tighten up collections before year-end.
Don't enter the new year with old unpaid receivables sitting in your books.
Tip: Offer early payment discounts or reminders now - don't let cash sit in your clients' accounts.
Gallant
Accountants and Advisors
09/30/2025
Tax planning moves for year-end:
Do meet with your CPA to explore year-end tax strategies like accelerated depreciation, retirement plan contributions or charitable deductions.
Don't assume last year's tax strategies will work the same this year - laws and your numbers change.
Gallant
Accountants and Advisors
09/29/2025
Cash flow and liquidity for small and medium size Businesses:
Do review your cash flow forecast for Q4 and identify gaps in liquidity. Don't wait until January to realize you are short of cash to cover payroll, vendors or taxes.
Build a 13-week cash flow projection to see your runway clearly.
Gallant
Accountants and Advisors
09/26/2025
Yes, yes and yes. The 2025 Holiday season is coming up soon. But before it does, are you paying more taxes than you should? And how do you know? Have you considered a second view of your filed tax return by another CPA or tax advisor? Contact us for a proactive review of your personal and business tax returns.
Gallant Accountants and Advisors
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| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |