Mar 14, 2023
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.
Feb 24, 2023
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.
Feb 21, 2023
Article

New Year, New Me, New RMD

As you might have heard or seen, the end of 2022 brought with it the passing of a major piece of legislation that will impact taxes in the very near future, the Secure (Setting Every Community Up for Retirement Enhancement) Act 2.0, which passed on December 29.
Author
Jan 27, 2023
Article

5 Steps to Business Financial Success in 2023 

It is not too late to set your business finances up for success in 2023.
Author
Jan 16, 2023
Article

Implementing GASB Statement No. 96: Important Considerations

Subscription-based information technology arrangements (SBITAs) allow governments to benefit from the use of IT software without maintaining a perpetual license or title to the software, which is beneficial to both the government and the vendor.
Author
Jan 5, 2023
Article

Managing Money in Manufacturing: Inventory and Cash Flow

Find a balance you will want to become comfortable with inventory and supply chain management and how they can be tools to help you with your business.
Author
Dec 15, 2022
Article

Why Accounting is an Investment and Not a Cost

In my 30+ years in the industry, too often I’ve witnessed owners that treat the accounting and finance function of their business only as an expense or cost center.
Dec 14, 2022
Article

Every Dollar Counts: Business Benefits of Cost Segregation

Cost segregation is a tax strategy that helps business owners save money on the depreciating value of certain property assets.
Author
Dec 9, 2022
Article

End 2022 on a High Note: Financial Planning for Small Businesses

As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Author
Dec 9, 2022
Article

End the Year on a Good Note: Tax Planning for Individuals

As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.