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Recent Posts
- What’s the Right Entity Type for Your New Business?
- Balancing Financial Reporting Needs With Compliance Costs
- Helping Your Nonprofit’s Board Make Sense of Financial Reports
- When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
- Accounting for Business Combinations
- Behind on Bookkeeping? Here’s How to Get Back On Track
- Is Your Nonprofit Properly Insured?
- Rethink Inventory Management
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Are You Eligible for Mileage Deductions?
Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can deduct vehicle-related expenses. A change that was made permanent by…
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Common Bank Reconciliation Pitfalls to Watch For
Bank reconciliation is one of the simplest — and most effective — internal controls for private businesses. Done consistently and correctly, it helps ensure your financial records are reliable and…
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8 Signs Your Association Has Outgrown the Financial Processes It Relies On
Financial processes are often shaped around the needs and structure an association had when they were first put in place. At that stage, membership activity may have been less layered, revenue streams more…
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The Business Lifecycle Part 1: The Idea Stage
CPAs working closely with small and mid‑sized business owners have learned there are six distinct stages that make up the lifecycle of a business. In this series, we’ll explore all these stages and the…
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What You Need to Know About Filing an Extension — and Minimizing Penalties
If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline, you can request an automatic extension. Filing Form 4868, “Application…