News & Insights

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 […]

Does your business own its real estate in a separate holding company, such as a limited liability company (LLC) or limited partnership? This practice can provide several advantages, including shielding […]

Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the calendar year. But a calendar year isn’t always the best option. For […]

At a glance, school finance operations often appear to be running smoothly. Deadlines are met, reports are completed, and payroll is processed on time.  Behind the scenes, however, finance teams are managing […]

For many school district finance teams, audit season doesn’t show up all at once.  It builds slowly.  A missing document here. A follow-up request that takes longer than expected. A reconciliation that gets pushed […]