Following the ABCs of customer assessment
When a business is launched, its owners typically welcome every customer through the door with a...
Nonprofit Financials: Internal vs. Year-End Statements
Do you prepare internal financial statements for your board of directors on a monthly, quarterly or...
Consider Tax Consequences Before Gifting to Loved Ones
Many people choose to pass assets to the next generation during life, whether to reduce the size of...
Audit opinions: How your financial statements measure up
Audit opinions differ depending on the information available, financial viability, errors...
Turn down an inheritance using a qualified disclaimer
If you are about to receive an inheritance from a family member, you can use a qualified disclaimer...
4 pillars of a solid sales process
Is your sales process getting off-balance? Sometimes it can be hard to tell. Fluctuations in the...
Asset Acquisition Statement: A Must When Buying a Business
When you’re buying an existing business that has assets used in a trade or business, you have to...
Tax Free Employee Benefits | Small Business
In today’s tightening job market, to attract and retain the best employees, small businesses need...
Should cloud computing setup costs be expensed or capitalized?
Companies will be able to capitalize, or spread out the costs of, setting up pricey business...
Educate your children on wealth management
If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting...