He that walks with wise men shall be wise.


June 12th Event: Virtual Technology for Business Freedom

Posted by on May 18, 2014 in Financial Plan, News of Interest | 0 comments


Cordially invites you to:


Focus Working ON your business, not IN it!

Thursday, June 12th


1818 Club

6500 Sugarloaf Parkway Dultuh, GA 30097


You are invited to join us at the 1818 Club in Duluth on June 12th for a technology briefing where we will unveil new technologies designed to help you gain freedom from daily administrative tasks, and let you focus on building a business. These technologies are being installed for all of our small business clients now!


We will also be hosting Carla Caldwell, the Director of US Education for Xero Accounting who will share about a new and exciting accounting program, Xero that is revolutionizing the accounting process for business. Come eager to learn and ready to ask questions.


SkypeLast PassbillSharefileright signaturexero




(Skype, Last Pass, Bill.com, Sharefile, Right Signature, Xero)


Seating is limited. Please RSVP to Betsy Long by June 5 at blong@msm-cpa.com or by phone, 678-690-5291. You will walk away with a new concept of how a business can be run!


Michael S. Moffitt CPA/PFS, CFP®

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Key #2: Proper Planning

Posted by on Aug 15, 2013 in Financial Plan, News of Interest | 0 comments

photo 2

Make sure that you have a plan before you start. This sounds intuitive but you would be surprised how many people never plan what they are doing. Ultimately, all plans change once they’re finished, but the importance of the thought-processes behind them is invaluable. This includes completing a 5-year growth projection (financial goals; how you’re going to achieve them) as well as incorporating the correct entity type and taxation status.

If you have questions about proper financial planning, please e-mail us at mmoffitt@msm-cpa.com.

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Key #1: Proper Market Research

Posted by on Aug 9, 2013 in Financial Plan, News of Interest | 0 comments

Week 1


Before venturing out on your next big idea do some market research first. Gather information about your potential customers: demographics, purchase strength, likes/dislikes, etc. Get to know your customer or client better than they know themselves before you try to sell anything to them. You should also have a working knowledge of the existing competition and how you plan on entering the market. Writing a marketing plan is recommended as it will force you to think through what you are selling, who you are selling it to, and how you will sell it (positioning, branding, personal selling, advertising, etc.).



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Keys to Startups

Posted by on Jul 30, 2013 in Financial Plan, News of Interest | 0 comments


Starting and running a successful business can be a daunting task. From a financial and accounting standpoint, there are quite a few pitfalls and crevices in the mountain of entrepreneurship. Amazingly, this still doesn’t stop the American idealism or belief that companies can be formed and will be successful. Indeed, our society is built upon the entrepreneurial mindset that fuels our capitalist interests. If you plan on jumping off the cliff anytime soon, here are a few guidelines that will hopefully give some extra wind under your wings.

Over the next five weeks, we will be giving you thoughts on five keys to startups:

1. Proper Market Research

2. Proper Planning

3. Proper Organization

4. Proper Capitalization

5. Proper Evaluation


Next Week: Proper Market Research


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Meet the Team: Rhonda Kramer

Posted by on Jul 14, 2013 in News of Interest | 0 comments

We are excited to announce Rhonda Kramer as the newest addition to the MSM-CPA team! See bio below.




RHONDA C. KRAMER – Rhonda has over 34 years of experience in all areas of accounting.  She began her career in the franchise tax department at Exxon in Houston, TX after obtaining her Associates Degree in Business.  From there she joined the staff of Arthur Anderson & Co. and worked in the tax compliance department in both their Houston and Austin offices.  After moving to Georgia in 1987, she was a staff accountant at a local CPA firm for almost 9 years, and most recently she was the Controller for a multi-million dollar machine tool distributor for 17 years.   Her areas of expertise include all aspects of general ledger accounting, multi-state sales and franchise tax reporting, payroll and payroll taxes, year-end tax planning, and preparation of various state and federal tax returns for partnerships, LLC’s, corporations, and individuals.   She has also assisted on many audits and reviews.  Rhonda resides in Loganville, GA with her husband Ken, and together they enjoy hunting, fishing, and gardening in their spare time.  Rhonda also currently serves as the Vice President of her neighborhood Home Owners Association, as well as the Treasurer for a second HOA at Lake Oconee.

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