Insight Tag: Small Business

Article
When a Plan Comes Together: Business Succession Strategies
While your business may not look exactly as it did before, it may be the right time to rekindle those tabled discussions about the long-term future of your business.

Article
Cash is King: Forecasting & Managing Cash Flow
Below are some Key Performance Indicators (KPIs) to monitor along with other considerations to help you manage your business’s most important asset.

Article
5 Steps to Business Financial Success in 2023
It is not too late to set your business finances up for success in 2023.

Article
Hiring and Compensation Strategies into 2023
As we look ahead to 2023, hiring compensation strategies will remain a key issue as organizations grapple with talent. If you haven’t evaluated your strategies and practices related to all things “people” lately, now is the time.

Blog
Healthy Headspace in the Workplace
Employers are in the driver’s seat when it comes to implementing mental wellness strategies in the workplace and offering a preventative approach to employees’ mental health.

Blog
No Need to Rush Employee Retention Credit Filing
The IRS is aware of firms pushing the limits of the credit, so we expect an increase in IRS scrutiny and audits as a result.

Blog
Considering An ESOP Exit Strategy?
When you choose to embark on an Employee Stock Ownership Plan (ESOP) journey, you’ll have the opportunity to sell all (or just a portion) of your own investment in the company to employees while keeping you in the driver’s seat to maintain continuity and control of the business.

Blog
Automation is Everywhere: Can QuickBooks Online Help Lighten Your Workload?
Interested in reducing your workload? Business automation software, like QuickBooks Online, can help.
Nov 17, 2023

Newsletter
Benefit Insights | Fall 2023
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. Keep reading to learn more.
Feb 7, 2023

Newsletter
Plain & Simple | Winter 2023
As you gear up for business in 2023, take a look at recent history to understand the changes and challenges businesses have faced: Inflation, supply chain interruptions and delays, rising interest rates, the threat of recession, and global instability. So how do we respond to the unknowns and prepare ourselves to be successful in a challenging environment? We wanted to highlight key business trends to consider for your business model.