Insights

6 Key Areas of Business Advice in 21st Century Part Two – Only 4 Ways to Grow a Business

We believe that 80% of straightforward, no nonsense, strategic advice can be summed up in just 6...

6 Key Areas of Business Advice in 21st Century Part Three – 7 Areas of Business Waste & Inefficiency

We believe that 80% of straightforward, no nonsense, strategic advice can be summed up in just 6...

Identifying if an HSA is Right for You

To help defray health care costs, many people now contribute to, or are thinking about setting up,...

Protect your nonprofit from occupational fraud threats

Not-for-profit organizations don’t lose as much to occupational fraud as for-profit businesses do....

The chances of IRS audit are down but you should still be prepared

The IRS just released its audit statistics for the 2018 fiscal year, and fewer taxpayers had their...

AUP Engagements Explained | Audits vs. Consulting Services

Your CPA offers a wide menu of services. An audit is a familiar type of attestation service that...

6 Key Areas of Business Advice in 21st Century Part Four – Are You Using the “Right Resources”?

We believe that 80% of straightforward, no nonsense, strategic advice can be summed up in just 6...

Hire your children this summer: Everyone wins

If you’re a business owner and you hire your children (or grandchildren) this summer, you can...

Grandparent 529 Plans: FAFSA Rules & Tax Benefits

Now that most schools are out for the summer, you might be sending your children to day camp. It’s...

Close-up on financial statements

There are three types of financial statements under U.S. Generally Accepted Accounting Principles...