Blog

Woman with questioning expression and question marks
Jake Kriegler | Jan. 14, 2018
Do You Need a Retirement Plan Audit?
As your company continues to grow, the number of participants in your retirement plan will likely grow as well. This…
Man on top of stairs looking into lightbulb shaped opening
Matt Bistodeau | Jan. 11, 2018
Benefit Plans: Your Responsibility – As Important as Your Employer’s
Are you investing in a benefit plan through your employer?  If you are, do you regularly check the deduction from…
Cash flow statement business diagram management chart illustration
Tracy Stevens | Jan. 2, 2018
Cash Flow Statements – General Basics
Cash is King! This is what I hear from many clients. It is very true since it is the deciding…
Hand holding a clock signifying time for strategic planning for business owners
Tom Margarit | Jan. 2, 2018
Find time for strategic planning
As a business owner, you know that it’s easy to spend nearly every working hour on the multitude of day-to-day…
wooden blocks forming house with piles of coins
Chris Wittich | Jan. 1, 2018
Working as a Real Estate Professional
Rental property is a complicated subset of passive activities and making a real estate professional election can make a huge…
word audit described as noun
Becky Gibbs | Jan. 1, 2018
What is an Audit?
Many companies or organizations that borrow from a bank, are looking to raise capital, looking to potentially sell the entity,…
officer life insurance policy
Chris Wittich | Jan. 1, 2018
Officer Life Insurance
Many companies have life insurance on key employees and officers.  Kind of grim subject, but obviously if the key officers…
businessman getting money from pocket
Randy Feld | Jan. 1, 2018
Small Business – Fraud Environment & Risks
Increased financial pressures during the current economic downturn have led to an increase in fraudulent business behavior.  It seems like…
Family business owners
Tom Margarit | Dec. 26, 2017
7 Steps to Choosing a Successor for your Family Business
There’s an old saying regarding family-owned businesses: “Shirtsleeves to shirtsleeves in three generations.” It means the first-generation owner started in…
RISK spelled on blocks symbolizing business fraud risk
Randy Feld | Dec. 5, 2017
Why Are They Always Asking About Fraud?
Ever wonder why your auditors are asking for seemingly insignificant items or for detail on an insignificant financial line item?
Cutting money with scissors
Randy Feld | Dec. 4, 2017
Cutting costs when you’ve gone over budget
Year end can’t get here soon enough for some business owners — especially those whose companies have exceeded their annual…
Randy Feld | Nov. 6, 2017
Minimize inventory, services to make your financials shine
Your business financials — where they stand currently and where they might be going next year — are incredibly important.
Castle representing risk management
John Csargo | Nov. 6, 2017
Fortifying your business with enterprise risk management
Hundreds of years ago, prosperous towns managed the various risks of foreign invaders, thieves and wild animals by fortifying their…
woman looking through binoculars in office
Randy Feld | Oct. 25, 2017
Valuation Often Affects Succession Plans in Hard-To-See Ways
Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the…
office folders showing business data in order
John Csargo | Oct. 12, 2017
4 ways to get (and keep) your business data in order
With so much data flying around these days, it’s easy for a company of any size to get overwhelmed. If…

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