News & Insights
Top Four Considerations for Outsourcing Your Accounting and Financials
May 17th, 2021
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By Jessica Fleet |
Accounting & Outsourced Solutions |
CFO Advisory Services |
Outsourced Accounting Solutions |
Healthcare
You work hard to keep your practice running. But are you working to keep it growing? Chances are your practice is experiencing lapses in billing due to coding errors and […]
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Key Questions to Ask When Considering Outsourced Accounting Solutions
April 14th, 2021
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By Jessica Fleet |
Accounting & Outsourced Solutions |
CFO Advisory Services |
Outsourced Accounting Solutions |
Healthcare
The demands placed on medical practice shareholders and business managers are consistently evolving, and they span the gamut. From providing best-in-class patient care, hiring and retaining high-quality staff, managing insurance […]
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The Benefits of a Backdoor Roth IRA
March 9th, 2021
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By Jessica Fleet |
Financial & Retirement Planning |
High Net Worth |
Wealth Management |
Healthcare
An IRS-approved tool to high-income earners save for retirement and enjoy tax-free earnings. While it may be somewhat misleading in name, a “backdoor Roth IRA” is not an illegal retirement […]
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Valuing a Business in the COVID-19 Era
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]
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Is This the Right Time for a Business Valuation?
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning |
Construction |
Healthcare |
Manufacturing |
Small & Midsize Businesses
With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered […]