You’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want...
Read More
Accounting Considerations for Business Insurance Coverages
With more than eight million small businesses in America, and more than $776 billion in net premiums issued by the...
Read More
So, You’ve Been Audited: Should You Go It Alone or Hire a CPA, EA or Tax Professional?
I sincerely hope you have never had to go through an IRS audit – and never have to in the...
Read More
The Role of Data Analytics and Visualization in Modern Auditing
Modern businesses have become complex mainly due to the exponential growth of data, and traditional auditing methods can no longer...
Read More
6 Financial Tips for New Dads
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances....
Read More
Pre-Retirement Planning Guide Budget
Once you are truly good and retired – no phase out, no gig jobs, no income-earning hobbies – most people...
Read More
How to Develop a Credit Policy
A credit policy explains how a company will manage lines of credit for client accounts, and what procedures to follow...
Read More
Marrying a Non-U.S. Citizen? No Tax Honeymoon for You
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there...
Read More
Factors to Consider when Choosing Customer Relationship Management Tools
Customer relationship management (CRM) plays an important role in documenting, tracking, and managing relationships and interactions with existing and potential...
Read More
6 Ways to Use Your Tax Refund
Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve...
Read More
Part 2: Pre-Retirement Planning Guide
There are many steps to planning for retirement. Some are legal and financial, some are about communication and some involve...
Read More
How to Calculate Operating Return on Assets
During Q3 of 2023, businesses in the United States made approximately $3.3 trillion, according to Statista. This is right behind...
Read More
‘Master’ The Augusta Rule and Save Money on Your Taxes
Anyone who lives in a highly seasonal tourist destination knows you can make money on short-term rentals during events and...
Read More
Importance of Fostering Digital Trust in Today’s Businesses
Modern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information, which is potentially...
Read More
April is Financial Literacy Month: How Much Do You Know?
What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all...
Read More
Part 1: Pre-Retirement Planning Guide
One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll...
Read More
Defining Burn Rate, Gross Burn and Net Burn
When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can...
Read More
Reduce Your Taxes by Putting the Right Assets in Your IRA
Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think...
Read More
Deepfakes and Social Engineering: The New Face of CEO and CFO Fraud
Technological advancements have ushered in a new era of cybercrime, with deepfakes and social engineering tactics at the forefront of...
Read More
March Financial To-Do List
Ready or not, spring is right around the corner, and it’s the perfect time to get in fiscal shape for...
Read More