Tag: Financial Planning

As a business owner, you face endless, competing priorities. One priority that shouldn’t be overlooked – and that can truly change your business for the better – is the month-end closing of your books. An Read More

A comprehensive benchmarking study can provide your business with a healthy start to the new year. By comparing your business's financial performance to competitors — or even itself over time — benchmarking can help identify Read More

In 2022, the value of the cryptocurrency market — including Bitcoin and Ethereum — tumbled by trillions of dollars. Despite this volatility, many people expect crypto assets to rise in significance in the coming years. Read More

As another challenging year comes to a close, all signs point to more bumps in the road in 2023 – at least for the next quarter or two. So what can you do to position Read More

In today's uncertain marketplace, businesses are being forced to re-evaluate their working capital needs. Some managers have learned the hard way during the pandemic that operating "lean" has its limits.   What Is Working Capital? Read More

There's more to financial reporting than profits. The statement of cash flows can be a powerful management tool. During an economic downturn, it's especially important for managers to monitor cash flows to detect — and Read More

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

In an era of uncertainty, you can count on one thing: Time marches on. You can't beat Father Time, you can prepare for these age-related tax and financial planning milestones as you grow older.   Read More

Before 401(k) plans burst onto the employee benefit scene in the 1980s and traditional pension plans had not yet gone nearly extinct, there were profit-sharing plans. The purpose of these plans, as the name suggests, Read More