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Recent Posts

  • Business and Other Mileage Rates Increase for the Second Half of 2026JULY 24th, 2026
  • Approaching Nonprofit Mergers With IntentionalityJULY 24th, 2026
  • Turn Raw Data Into Actionable Insights With Dashboard ReportingJULY 23rd, 2026
  • Stress Testing: A Smart Way to Manage Today’s Business RisksJULY 23rd, 2026
  • Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)JULY 22nd, 2026
  • Selecting a Tax Accounting Method for Your Small BusinessJULY 21st, 2026
  • How a Financial Statement Audit Strengthens Your Fraud DefensesJULY 20th, 2026
  • Form 990: Potential Upcoming Changes and What They Mean for Nonprofits JULY 17th, 2026
  • The Value of KPIs and Data for Nonprofits

    The Value of KPIs and Data for Nonprofits

    May 18th, 2021 | BY Sarah Jennings | Accounting | Consulting | Technology | Nonprofit
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    How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays…

    Read More


  • Top Four Considerations for Outsourcing Your Accounting and Financials

    Top Four Considerations for Outsourcing Your Accounting and Financials

    May 17th, 2021 | BY Jessica Fleet | Accounting | Healthcare
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    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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  • The Value of KPIs, Utilize Your Data to Track Success in Your Municipality

    The Value of KPIs, Utilize Your Data to Track Success in Your Municipality

    May 17th, 2021 | Accounting | Consulting | Government
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    Meeting strategic goals is nearly impossible without well-thought-out projects, targets, and measures. KPIs (key performance indicators) help you understand what influence your data has and which actions to take by…

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  • How KPI’s and Data Can Strengthen Your Employee Benefit Plan

    How KPI’s and Data Can Strengthen Your Employee Benefit Plan

    May 17th, 2021 | BY Zack Skrzyniarz | Accounting | Audit & Assurance | Consulting | Employee Benefit Plans
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    As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that…

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  • Top Considerations for Construction Companies Looking to Hire an Outsourced CFO or Advisory Firm

    Top Considerations for Construction Companies Looking to Hire an Outsourced CFO or Advisory Firm

    May 17th, 2021 | BY Clayton Stiffler | Accounting | Construction
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    In the world of outsourced accounting, an exceptional financial leader can be difficult to find. Businesses often ask themselves several questions… Do they know my industry? Do they really understand…

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