News & Insights
Common Estate Planning Mistakes
July 10th, 2024
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Estate Planning |
Financial & Retirement Planning |
Wealth Management |
Affordable Housing |
Cannabis |
Construction |
Education |
Employee Benefit Plans |
Government |
Healthcare |
High Net Worth |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]
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Audit Preparation: Ensuring Your Organization is Ready for the Process
July 8th, 2024
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Accounting & Outsourced Solutions |
Audit |
Financial Statement & Audit Preparation |
Nonprofit
By: Renee McNutt and Kylie Kalleward If your organization has never had to undergo an audit before, the process can be daunting and overwhelming. A typical reaction could also be […]
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Modernize with Microsoft Dynamics Cloud ERP
July 8th, 2024
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By Tim Bograkos |
Business Accounting Software |
Microsoft 365 Business Central |
Technology |
Small & Midsize Businesses
If your organization still relies on an on-premise ERP (Enterprise Resource Planning) or accounting system, you’ve probably encountered challenges with team collaboration, security, and remote work limitations. ERP systems are […]
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Peer Review: Ethics Standard Updates
July 2nd, 2024
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Peer Review |
Small & Midsize Businesses
Wondering what’s going on in ethics standard setting? Starting with the May meeting of the Professional Ethics Executive Committee, the AICPA will publish a webcast of the full meeting a […]
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Resources from the AICPA’s Enhancing Audit Quality (EAQ) Initiative
July 2nd, 2024
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Peer Review |
Small & Midsize Businesses
Quality Management The effective date of the new quality management standards continues to quickly approach. Recall that a firm’s system of quality management must be operational by December 15, 2025; […]