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The Outsourcing Advantage: Putting Clients in the Front Seat

In the fast-paced business world, entrepreneurs often juggle multiple roles to keep their ventures afloat. Accounting – the backbone of any successful enterprise is one crucial aspect that demands constant attention. However, trying to handle everything in-house can lead to burnout and shortcomings. This is where outsourcing becomes a game-changer.

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Vesta Employee

Kaelin Thibodeau

Role and Expertise:Kaelin brings a dynamic skill set and a strong commitment to teamwork to Vesta. With a keen understanding of the importance of support and collaboration, she thrives in Vesta’s nurturing environment. Her core attributes include integrity, motivation, reliability, feedback provision, and a proactive approach to learning and growth.

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10 Essential Tips for Cybersecurity Awareness Month

Boosting Your Online Safety October is Cybersecurity Awareness Month, the perfect time to assess and practice secure online safety. In today’s digital age, online safety is more important than ever. We’ll share ten essential tips to help safeguard your sensitive data, increase your awareness of phishing scams, and maintain your

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Vesta Employee

Taylor Van Dyke

Role and Expertise:Taylor, a Grand Valley State University graduate from western Michigan, embarked on his journey with Vesta as an intern. After earning his Bachelor’s degree in 2020 and following up with his Masters in 2022, Taylor transitioned to a full-time consultant role. He further solidified his expertise by obtaining

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Nicholas Deering

Nick Deering is a Sheboygan area native who earned his degree in consumer science with a focus in personal finance from UW-Madison. Nick then went on to earn his MBA in investment management from UW-Milwaukee. Nick joined Vesta in August of 2017. His list of certifications includes CFP, CLTC, CVA,

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Why a Roth IRA Conversion Makes Sense Before 2026

The Roth IRA is a retirement savings account with unique tax advantages. A key difference between Roth and traditional IRAs lies in how contributions and withdrawals are taxed. A Roth IRA conversion can be a savvy financial maneuver, particularly with changes in tax brackets on the horizon in 2026. Here’s

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Tax Planning & Sunset Provisions: What You Need to Know

Tax planning is a critical aspect of financial management, enabling individuals and businesses to reduce their tax liabilities while staying compliant with the law. The Tax Cuts and Jobs Act (TCJA), a significant overhaul of the U.S. tax code passed in 2017, brought about numerous changes that have an impact

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Tax Planning Strategies: Maximizing Savings and Efficiency

Tax planning is a vital tool that can lead to significant savings and increased efficiency for both businesses and business owners. By understanding the nuances of tax regulations and leveraging the available incentives, you can gain a competitive edge for your business and position yourself for long-term financial success. Connecting

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