Blog

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…

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…

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…

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…

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…

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,…

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…

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…

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…

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?

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.

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…

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…

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…