News & Insights
The Financial Triple Play: 3 Reports to Help You Stay at the Top of Your Game
July 24th, 2025
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Accounting & Outsourced Solutions |
Financial Statement & Audit Preparation |
Small & Midsize Businesses
In baseball, the triple play is a high-impact defensive feat that knocks the competition out of the inning. In business, you have your own version — three key financial statements […]
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How to Prepay Expenses Strategically and Report Them Accurately
July 22nd, 2025
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Accounting & Outsourced Solutions |
Reporting & KPIs
In accrual-basis accounting, timing is everything. One core principle of U.S. Generally Accepted Accounting Principles (GAAP) is the matching concept, which requires organizations to recognize expenses in the same period […]
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Reviewing the June 2025 Markets
July 21st, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
Evaluating Policy Shifts The One Big Beautiful Bill (OBBB), long a Republican policy goal, officially became federal law on July 4, 2025. In late June, House Speaker Mike Johnson vowed […]
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The Major Business Tax Implications for the One Big Beautiful Bill Act (OBBBA)
July 18th, 2025
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Business Tax Services |
Tax |
Tax Credits |
Small & Midsize Businesses
By Elijah Long, CPA, Associate The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, is one of the most significant tax reforms since the 2017 Tax […]
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Businesses Can Strengthen Their Financial Positions with Careful AP Management
July 10th, 2025
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Consulting |
Risk Management |
Small & Midsize Businesses
Running a successful business calls for constantly balancing the revenue you have coming in with the money you must pay out to remain operational and grow. Regarding that second part, […]