News & Insights
Unlocking Organizational Efficiency Through Strategic Process Mapping
March 12th, 2024
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By Bethany Verble |
Consulting |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
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Small & Midsize Businesses |
Telecommunications
By: Bethany Verble, CPA, CFE, CBPA In today’s rapidly evolving business landscape, high-performing organizations constantly seek ways to enhance efficiency and adapt to new challenges. Process mapping emerges as a […]
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If You Didn’t Contribute to an IRA Last Year, There’s Still Time
February 29th, 2024
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Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to […]
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Why It’s Important to Get Your Company’s Financials Done on Time
February 28th, 2024
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Accounting & Outsourced Solutions |
Audit & Assurance |
Financial Statement & Audit Preparation |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
Have you completed your company’s year-end financial statements yet? Most calendar-year entities issue their year-end financials by March of the following year. Lenders and investors may think the worst if […]
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Intuit to Discontinue Supporting QuickBooks Desktop 2021 in May 2024
February 27th, 2024
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Accounting & Outsourced Solutions |
Technology |
Affordable Housing |
Construction |
Employee Benefit Plans |
Healthcare |
Manufacturing |
Nonprofit |
Small & Midsize Businesses
Impacted users are encouraged to plan for necessary upgrades today to continue service. Intuit has started to send notices to QuickBooks Desktop 2021 and earlier users, informing them that the […]
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6 Ways Nonprofit Retirement Plans are Changing
February 23rd, 2024
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Financial & Retirement Planning |
Wealth Management |
Nonprofit
Some provisions of 2022’s SECURE Act 2.0 (a follow-up to the SECURE Act of 2019) have been in force for over a year — including several that affect 403(b) retirement […]