News Category: Small Business Services

Image with information about the 12/5 Small Business Group Webinar about Personal Property Tax Returns for Businesses
November 17, 2023

[Webinar] “A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses”

Our recent webinar featured guest presenters from the Lane County Department of Assessment & Taxation. This workshop is designed for Oregon small business owners, and will cover the tax form “Confidential Personal Property Return — Form OR-CPPR (ORS 308.290),” which … Read more…

Image with info about "Live Q&A Session: 2023 Filing Update for Forms 1099 with the Jones & Roth Small Business Advisors"
November 1, 2023

Watch the replay: Live Q&A Session – 2023 Filing Update for Forms 1099

This live Q&A session is for small businesses preparing to report payments on Forms 1099 early next year, who have already watched our Forms 1099 Video Tutorial Series, and who want to get answers to questions from our Small Business … Read more…

Image of a woman business owner looking at her computer
August 27, 2023

Small Business Webinar Replay: Using Reporting and Key Performance Indicators to Manage Your Business

Every business, large or small, regardless of what it does, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors. These CSFs relate to the business processes and activities … Read more…

Image of trees with the OregonSaves logo
July 18, 2023

OregonSaves Requires Small Employers to Offer Retirement Savings by July 31

OregonSaves is a state-mandated retirement savings program aimed at helping Oregonians save for their future. As part of this initiative the state of Oregon has mandated that small employers (one to three employees) are required to offer their employees access … Read more…

Image of small business owners looking at a computer
April 24, 2023

Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”

Make better financial decisions for your small business by learning how to read and understand the 3 key financial statements: the balance sheet, income statement, and cash flow statement. We walk through how to read each one individually and then … Read more…

Image of a desk with devices and coffee and a laptop that says 'Budget'
January 16, 2023

Small Business Webinar: “Getting Started with 2023 Budgeting and Managing Cash Flow”

Watch the replay: Managing your cash flow through uncertain times can be difficult. Join us to learn how to create a budget and cash management process to help you plan and adapt in 2023. Learn how to: Our Presenter: Tricia … Read more…

The City of Eugene Community Safety Payroll Tax graphic overlayed on top of a landscape photo of the city of Eugene
December 3, 2020

Webinar: Eugene Community Safety Payroll Tax Overview

The Eugene City Council passed the Community Safety Payroll Tax Ordinance in June 2019 to provide long-term funding for community safety services. It is expected to generate funds to provide faster, more efficient safety responses, deter crime, connect people to … Read more…

photo of employees walking into business
June 8, 2020

FTE Calculation and Its Affect on PPP Forgiveness

If you have received funds under the Paycheck Protection Program (PPP), you need to know the importance of Full-Time Equivalent (FTE) employees with regard to your loan forgiveness. The borrower’s count of FTE employees during their covered period is divided … Read more…

Photo of the Oregon Capital Building
April 30, 2020

Oregon Corporate Activity Tax Update

ALERT: The Oregon Department of Revenue is adjusting requirements of businesses making estimated quarterly payments of the Corporate Activity Tax. Beginning immediately, the Oregon Department of Revenue has revised OAR 150-317-1300, dated April 27, 2020, to reflect a change in … Read more…

photo of tax form 1099
January 22, 2020

VIDEO TUTORIALS: Year-End, Forms 1099, and Personal Property Tax

December and January can be a very busy and stressful time for company bookkeepers and management. At first glance, filing 1099s and the Personal Property Tax form may seem overwhelming, but actually it’s not that difficult. Our tutorial videos guide … Read more…

Broker Check