News & Insights
Why Longstanding Nonprofits Can’t Afford to Stand Still
April 16th, 2026
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Strategy and Planning |
Nonprofit
Well-established nonprofits often enjoy a solid reputation, stable operations and a loyal base of supporters. But longevity brings its own set of challenges. With ever-shifting donor expectations, increased competition for […]
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The Business Lifecycle Part 1: The Idea Stage
April 13th, 2026
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By Dave Nielsen |
Accounting & Outsourced Solutions |
Consulting |
Strategy and Planning |
Small & Midsize Businesses
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 […]
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Why You Might Want to Build a Wall Between Your Business and Its Real Estate
April 7th, 2026
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Strategy and Planning |
Tax |
Small & Midsize Businesses
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 […]
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Should Your Business Consider a Fiscal Year End?
April 1st, 2026
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Strategy and Planning |
Tax |
Small & Midsize Businesses
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 […]
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7 Common Process Review Findings and What They Signal for School Districts
April 1st, 2026
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By Bethany Verble |
Consulting |
Strategy and Planning |
Education
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 […]