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Consulting

15 articles in this collection

So… What Do Tax Accountants Do Outside of Tax Season, Anyway?
Jun 25, 2025
Taxation Consulting

So… What Do Tax Accountants Do Outside of Tax Season, Anyway?

From January 1 to April 15, we’re deep in the trenches—filing returns, answering last-minute questions, and racing the...

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Unlocking Opportunities: The Alabama Accountability Act and Scholarship Granting Organizations in Alabama
Jun 18, 2025
Taxation Consulting

Unlocking Opportunities: The Alabama Accountability Act and Scholarship Granting Organizations in Alabama

Are you in Alabama? If so, you might have noticed an influx of requests from scholarship granting organizations (SGOs)...

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A Guide to Closing Your Business: Key Steps to Handle Assets, Tax Accounts, and Filings
Jun 3, 2025
Exit Planning Retirement Consulting

A Guide to Closing Your Business: Key Steps to Handle Assets, Tax Accounts, and Filings

Whether due to retirement, a shift in focus, or other reasons, closing a business is a significant decision. The...

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What to Do If You’ve Overfunded a 529 Plan
May 16, 2025
Taxation Consulting Wealth Management

What to Do If You’ve Overfunded a 529 Plan

Saving for your child’s education with a 529 plan is a smart financial move. These tax-advantaged accounts are designed...

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When to Take an Asset off Your Books
May 6, 2025
Client Accounting And Advisory Consulting

When to Take an Asset off Your Books

When updating an entity’s depreciation schedule, it is obvious that new assets that have been purchased or acquired...

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How to Maximize the Benefits of Filing Form 990
Apr 25, 2025
Taxation Consulting Nonprofits

How to Maximize the Benefits of Filing Form 990

Many nonprofit executive directors, finance directors, and financial personnel see filing the annual form 990 as simply...

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What Should Non-Profits Consider Before Applying for or Accepting a New Grant?
Nov 7, 2024
Nonprofits Consulting

What Should Non-Profits Consider Before Applying for or Accepting a New Grant?

Every nonprofit has a mission in mind, which requires various funding sources such as contributions, grants and program...

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Look Carefully at Three Critical Factors of Succession Planning
Oct 18, 2024
Consulting Business Valuation Retirement

Look Carefully at Three Critical Factors of Succession Planning

Succession planning is an important continual task for every business owner. And it’s never too early to start thinking...

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Top Tips for Lowering or Limiting Your Property Taxes
Oct 16, 2024
Consulting Taxation

Top Tips for Lowering or Limiting Your Property Taxes

The joys of commercial or residential property ownership cannot be overstated. From a financial standpoint, property is...

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Protect Your Small Business from Internal Financial Fraud
Jul 1, 2024
Client Accounting And Advisory Consulting

Protect Your Small Business from Internal Financial Fraud

It’s a small business owner’s worst nightmare: internal financial fraud. If you’re running a small business, you want...

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Top 4 Business Valuation Questions Answered by the Experts
Jun 30, 2023
Business Valuation Consulting Client Accounting And Advisory

Top 4 Business Valuation Questions Answered by the Experts

Starting up your workday, as a business owner, executive, or manager, you’ve most likely got a checklist or group of...

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How Much is a Business Worth? Top Business Valuation Factors
Mar 10, 2023
Business Valuation Consulting Exit Planning

How Much is a Business Worth? Top Business Valuation Factors

Every business starts out as someone’s dream. But while dreams may be priceless, businesses require an accurate...

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Strengthen Strategic Planning with Competitive Intelligence
Oct 22, 2022
Marketing Consulting

Strengthen Strategic Planning with Competitive Intelligence

Business owners and their leadership teams are rightly urged to engage in regular strategic planning to move their...

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Top 5 Signs Your Business is Financially Healthy
Client Accounting And Advisory Consulting Business Valuation

Top 5 Signs Your Business is Financially Healthy

Financial health and physical health share a lot in common. Both can seem fine one day only to decline rapidly the...

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The Difference Between Business Accounting And Finance And When To Outsource
Client Accounting And Advisory Consulting Financial Planning

The Difference Between Business Accounting And Finance And When To Outsource

As a business owner, you want to understand how your business’s financial performance positions your company in your...

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