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Merely glancing at the bottom line and moving on is tempting when you receive your financial statements. It may feel as though you have other, more important things to do
You’ve most likely noticed that compliance has been challenging to manage in the past few years if your organization runs a retirement plan for employees. Employers have had to navigate
You may need to file a 2025 gift tax return by April 15 if you made large gifts to family members or heirs last year. It may even be beneficial
For today’s employers, retirement plan benchmarking is no longer just a best practice—it’s a critical component of both talent strategy and fiduciary responsibility. While many plan sponsors understand the importance
For most non-profit organizations, love of financial management is not at the core of the organization. However, financial oversight easily becomes increasingly complex and critical as an organization grows. If
Certain customer relationships require more time and resources than others. However, it may be time to reassess if they consistently take more time from you and your employees than they
When you raise a family, you are met with many different expenses. But, it also makes you eligible for different tax breaks. The most valuable of these are dependent tax
When a business receives advance payment, they are paid before they provide whatever is being paid for. Advanced payments generally must be reported as taxable income in the year they
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
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.
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,
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
Our CPAs and advisors are a great resource if you’re ready to learn even more.
