Category: Articles

It’s halfway through the year, how is your business doing? Even if you are challenged with supply chain woes, hiring challenges, and tough financial decisions, there’s still time to ensure that you have a great Read More

Most business owners take time each month to review the balance sheet. But are you using your balance sheet to make decisions for your business? What truly makes for a strong balance sheet? (hint: it’s Read More

In June, the IRS sent letters regarding advance payments of the Child Tax Credit (CTC) to potentially eligible taxpayers. For 2021 only, the CTC increases to $3,000 per child between the ages of 6 and Read More

Where’s my 2020 tax refund?  If you are asking this question you are not alone.  In May 2021, the Tax Advocate Service provided an update stating the IRS has struggled to handle a recent backlog Read More

If a bank, investor, buyer, bond agency, or other third-party asks for or demands your financials—and your CPA firm cannot provide them in a timely manner—you may not get the loan or credit line increase Read More

When evaluating the financial health of your business, it’s important to look at a variety of indicators – but how can you be sure you have the right numbers? Are you as profitable as you Read More

Most business owners recognize a chief financial officer (CFO) as the financial steward of an organization who can free them up to focus on growth and other areas. Yet, many small and medium-sized business owners Read More

Business owners almost always have a clear idea of what success will look like but converting a vision into reality and achieving a set of goals is a lot harder than establishing them. When goals Read More

Does your organization have a succession plan in place? And, if it does, is it well documented? Some not-for-profits delay detailed succession planning, thinking of it as a project they'll get to "someday." But that's Read More

If you have employees working from home, and you want to transition them back to the workplace as the economy picks up, you may find it's harder than you once thought. For some employees, nervousness Read More