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Recent Posts

  • What are the Common Warning Signs of Financial Distress?NOVEMBER 6th, 2026
  • Cost vs. Coverage: Renewing Your Business’s Employee Health PlanNOVEMBER 5th, 2026
  • Restricted Gifts and Your Nonprofit’s ResponsibilityNOVEMBER 3rd, 2026
  • Charitable Contribution Deductions: What to Know for Your 2026 Tax ReturnNOVEMBER 2nd, 2026
  • Expecting a Big Revenue Year? Consider Tax Moves Before Year EndNOVEMBER 2nd, 2026
  • Make More Timely Business Decisions with Interim Financial ReportsOCTOBER 29th, 2026
  • When the Record Matters: Better Board Minutes for NonprofitsOCTOBER 27th, 2026
  • Consider an Installment Sale to Optimize Taxes When Selling Your BusinessOCTOBER 23rd, 2026
  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest Policy

    Strengthen Trust in Your Nonprofit With a Conflict-of-Interest Policy

    October 14th, 2026
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    SERVICE: Consulting
    INDUSTRY: Nonprofit

    A conflict of interest doesn’t necessarily indicate wrongdoing. But when nonprofit leaders fail to disclose and properly manage personal financial interests, even a well-intentioned decision can expose the organization to…

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  • Prepare a Successor to Lead Your Family Business

    Prepare a Successor to Lead Your Family Business

    October 9th, 2026
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    SERVICE: Consulting
    INDUSTRY: Small & Midsize Businesses

    Are you planning to retire or move on from your family business in the next five to ten years? If so, and you know who’ll succeed you, start preparing that…

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  • Good Intentions Aren’t a Defense: D&O Insurance for Nonprofits

    Good Intentions Aren’t a Defense: D&O Insurance for Nonprofits

    October 8th, 2026
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    SERVICE: Consulting
    INDUSTRY: Nonprofit

    Nonprofit leaders frequently make consequential decisions about money, people and programs. But even well-informed and well-intentioned decisions can lead to allegations of wrongdoing. Directors and officers (D&O) liability insurance can…

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  • Plan Before Expanding Your Nonprofit’s Staff

    Plan Before Expanding Your Nonprofit’s Staff

    September 24th, 2026
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    SERVICE: Consulting
    INDUSTRY: Nonprofit

    Adding employees can help your nonprofit improve programs and reduce the burden on an overstretched team. But hiring is a significant and potentially long-term commitment. Before recruiting, take a close…

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  • The Business Lifecycle Part 5: The Expansion Stage

    The Business Lifecycle Part 5: The Expansion Stage

    September 23rd, 2026
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    SERVICE: Consulting
    INDUSTRY: Small & Midsize Businesses
    BY: Jessica Droste

    Moving Beyond Gut Feelings to Make Strategic Decisions with Data   Growth feels exciting because the path forward seems clear. Revenue is increasing, customers are coming in, and new opportunities appear…

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Maner Costerisan

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Tel: 616-458-1835

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