News & Insights
President Trump Signs His One Big Beautiful Bill Act into Law
July 8th, 2025
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Business Tax Services |
High Net Worth |
Tax
On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends […]
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Evaluating the Health of Your Nonprofit Organization
July 7th, 2025
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By Abby Daugherty |
CFO Advisory Services |
Consulting |
Nonprofit
For small to mid-sized nonprofit organizations, sustaining impact over time means more than balancing the annual budget. It requires strategic oversight of long-term financial health, liquidity, and asset management. While […]
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Footnotes: The Narrative Behind the Numbers
July 2nd, 2025
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Audit |
Audit & Assurance |
Financial Statement & Audit Preparation
Although footnote disclosures appear at the end of reviewed or audited financial statements, they’re far more than a regulatory formality. They provide critical insight into a company’s accounting policies, unusual […]
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Best Practices for Managing Cash Flow in the Growth Stage of a Business Life Cycle
July 1st, 2025
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By Nick West |
Consulting |
Strategy and Planning |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses
Effective cash flow management is critical at every stage of a business’s life cycle, but it becomes particularly crucial during the growth stage. At this point, a company is expanding, […]
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Reviewing the May 2025 Markets
June 25th, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
It’s “Big and Beautiful” The so-called “One Big Beautiful Bill” making its way through Capitol Hill has sparked intense debate, particularly among fiscal conservatives and budget deficit hawks. Supporters promote […]