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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • Ideas for Negotiating Smarter, Not HarderAUGUST 5th, 2026
  • Outsourcing HR: A Smart Move for Many NonprofitsAUGUST 4th, 2026
  • Simple Ways To Make Strategic Planning A Reality

    Simple Ways To Make Strategic Planning A Reality

    June 24th, 2022 | Consulting | Affordable Housing | Cannabis | Construction | Manufacturing | Nonprofit | Small & Midsize Businesses
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    Every business wants to engage in strategic planning that will better position the company to sell more to current customers — and perhaps expand into new markets. Yet the term…

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  • Your Estate Plan: Don’t Forget About Income Tax Planning

    Your Estate Plan: Don’t Forget About Income Tax Planning

    June 24th, 2022 | Accounting | Consulting | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much…

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  • Private Business Owners: Don’t Wait Until Year End To Evaluate Financial Performance

    Private Business Owners: Don’t Wait Until Year End To Evaluate Financial Performance

    June 23rd, 2022 | Accounting | Audit & Assurance | Consulting | Tax | Small & Midsize Businesses
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    How often does your company generate a full set of financial statements? It’s common for smaller businesses to issue only year-end financials, but interim reporting can be helpful, particularly in…

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  • Time is Running Out for COVID-19 EIDL Fund Loan Increases

    Time is Running Out for COVID-19 EIDL Fund Loan Increases

    April 22nd, 2022 | Consulting | Small & Midsize Businesses
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    The U.S. Small Business Administration (SBA) recently announced COVID-19 Economic Injury Disaster Loan (COVID EIDL) funding is expected to be exhausted in April 2022. While the SBA is no longer…

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  • Internal Control Reviews – What Is It and Why do I Need One?

    Internal Control Reviews – What Is It and Why do I Need One?

    March 21st, 2022 | Consulting | Government
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    The Association of Certified Fraud Examiners (ACFE) in their recent “The Next Normal: Preparing for a Post-Pandemic Fraud Landscape”, found that 71% of organizations, across industries, are expecting an increase…

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