Insights and Resources

Insights

Four Ways to Read and Strengthen Your Balance Sheet
January 27, 2026

Four Ways to Read and Strengthen Your Balance Sheet

The balance sheet shows your company’s financial condition, its assets vs. liabilities, at a specific point in time. However, the balance sheet is ...

Business Advisory • Accounting and Financial Operations • Guide
Year-End Reminder: Don’t Overlook Your PTO Accruals
December 16, 2025

Year-End 2026 Reminder: Don't Overlook Your PTO Accruals

As 2026 winds down, unused paid time off (PTO) deserves a spot on your year-end close checklist. Many employers let employees carry forward vacation, ...

Business Advisory • Accounting and Financial Operations • Audit and Assurance
Year-End Review: Identifying Opportunities to Cut Costs
October 28, 2025

Year-End Review: Identifying Opportunities to Cut Costs

As 2025 winds down, business owners and managers are ramping up their planning efforts for the new year. Part of the annual budgeting process ...

Business Advisory • Guide
Strategies to Prevent Abuse of Friends & Family Discount
October 28, 2025

Strategies to Prevent Abuse of Friends and Family Discount

Many small businesses offer discounts to employees, friends, family, or loyal customers as a gesture of appreciation. While these programs can ...

Fraud and Forensic • Business Advisory • Valuation
The Triple Play: 3 Key Financial Reports Every Business Should Use
July 22, 2025

The Triple Play: 3 Financial Reports Every Business Needs

In baseball, a triple play is a rare but powerful defensive move that can shut down the competition in one swift motion. In business, your version of ...

Business Advisory
Five Tax Breaks on the Table: What Business Owners Should Know
June 17, 2025

Five Tax Breaks to Consider: What Business Owners Need to Know

A bill in Congress, dubbed The One, Big, Beautiful Bill, could significantly reshape several federal business tax breaks. While the proposed ...

Tax Planning • Real Estate and Construction • Business Advisory • Tax Compliance
How to Turn F&A Turnover into a Business Opportunity
June 17, 2025

How to Turn F&A Turnover into a Business Opportunity

Turnover in finance and accounting (F&A) leadership is increasing. In 2024, CFO turnover among Standard and Poor’s 500 companies hit 17.8%, tying ...

Tax Planning • Business Advisory • Guide
QuickBooks Tips: Master Your Monthly Close
June 17, 2025

QuickBooks Tips: Master Your Monthly Close

The month-end close is a pain point for many small to midsize businesses. While internal accounting teams often aim to wrap up the close within three ...

Tax Planning • Business Advisory • Tax Compliance • Accounting and Financial Operations
Why Industry Risk Matters in Business Valuation
May 20, 2025

Why Industry Risk Matters in Business Valuation

When valuing a private business, IRS Revenue Ruling 59-60 remains one of the most foundational guides for determining value. Among the key factors it ...

Business Advisory • Valuation