Help Prevent Customer List Theft In Your Organization
Customer lists are crucial to your business’ financial success. Most employees understand that with some even tempted to take lists with them when they leave. They may even sell them
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Utilize QuickBooks To Its Full Potential
QuickBooks® software is how many small and midsize organizations complete their day-to-day bookkeeping. But QuickBooks doesn’t stop there. It also provides tools to help improve efficiency and strengthen financial oversight.
Naming Co-Executors: It’s Important To Plan Smart
One of the most important decisions in the estate planning process is choosing an executor. An executor, whether it’s a person or institution, is responsible for carrying out your wishes,
Non-Profit Financial Reporting: Consensus & Collaboration Among Your Departments
For your non-profit organization, tension between accounting and developmental teams can have real financial consequences. Compliance, financial reporting, and even grant funding can all be affected by misaligned processes and
Business Valuation Adjustment: Factoring In Owners’ Compensation
When valuing a closely held business, owners’ compensation can be a subjective and potentially contentious issue. Take a look at how business valuation professionals adjust for owners’ compensation when evaluating
Hiring a New Employee? Don’t Overlook This Critical Reporting Requirement
Hiring a new employee comes with more than onboarding paperwork and payroll setup. Employers are also required to report newly hired and rehired employees to their state’s New Hire Reporting
Standard Deductions Vs. Itemizing Deductions: Which Method Is Right For You?
When filing your individual income tax return, an important consideration is whether to claim the standard deduction of itemize deductions. The One Big Beautiful Bill Act (OBBBA) made change that
Claiming Depreciation Deductions On Your 2025 Tax Return
The 2025 filing deadlines for tax returns and extensions are fast approaching. And while most tax planning moves need to be completed by December 31, there are some decisions that
Critical Audit Matters: What You Need To Know To Grow Your Business
Have you ever come across a section in an auditor’s report for a public company titled critical audit matters (CAMs) and wondered what it meant? Or if it was relevant
When Did You Last Update Your Estate Plan?
Estate planning is often viewed as a “one-and-done” task. Many people consider it to be something you do once, and then file. Instead, you must update your estate plan as