News & Insights
Government Budgeting Process: How to Develop, Maintain, and Strategize for the Future
July 6th, 2023
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By Rod Taylor |
Accounting & Outsourced Solutions |
Consulting |
Government
This is the second article in a two-part series on the budgeting process and best practices for local governments. Click HERE to view the first article in the series. […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]
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Does Your Municipality Need Bank Reconciliations? Ensure Your Records Match the Bank’s.
June 8th, 2023
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By Rod Taylor |
Accounting & Outsourced Solutions |
Consulting |
Government
A bank reconciliation is a process that compares the records of a local government’s bank account with the local government’s financial records. When a local government makes a deposit […]
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How To Develop a Responsible Local Government Budget Process
May 25th, 2023
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By Rod Taylor |
Accounting & Outsourced Solutions |
Consulting |
Government
A local government’s budget establishes its vision, strategy, and priorities, and communicates those to its employees and citizens. It could easily be considered one of the most critical tasks appointed […]
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New Grant Program Available for Underfunded Local Government Pension Plans in Michigan
March 7th, 2023
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By Rod Taylor |
Consulting |
Financial & Retirement Planning |
Government
A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of […]