These are the promises we make to clients of our firm – our client bill of rights. We’ll take a proactive approach in helping you find ways to save money, monitoring industry and regulatory trends, sharing ideas and insights, and helping you plan accordingly. We’ll provide you with best-in-class client
Unlock the Door to Compliance and Tax Savings If your company is thriving, you know success can cut both ways when it comes to taxes. Maybe you like to play it safe. Maybe you prefer to build momentum by pursuing tax savings and reinvesting it in your business. But what
Three Levels of Assurance, One Name to Know When a lender or potential investor asks for your reviewed financial statements, it’s an opportunity you can’t afford to waste. That line of credit or investment could buy so much — more office space, upgraded equipment, or a third shift to beef
Mitigating Your Risk All businesses face risk. Is fraud occurring in your business? Are you complying with regulations? Does staff follow established policies and procedures? A strong internal control system lessens those risks, creates efficiency and increases your company’s reputation. As technology and business strategy changes, so does risk. Evaluate
President Trump announced four pandemic relief executive orders on August 8, 2020 in response to the lack of progress by Congress in passing the Health, Economic Assistance, Liability Protection, and Schools (HEALS) Act. While whether the President has the authority to change federal taxes and extend federal spending without Congressional
The Cares Act (signed by President Trump on March 27, 2020) provided for a refundable Employee Retention Credit (ERC); however, PPP loan recipients were precluded from qualifying for the ERC. At that time, many businesses chose to apply for PPP loans in 2020 as opposed to ERCs. The President signed
If you are a non-profit leader experiencing uncertainty while awaiting the release of the Office of Management and Budget’s (OMB) 2025 Compliance Supplement, you are not alone. Many organizations are in a similar position, preparing for upcoming single audits without clear federal guidance. The OMB customarily issues its annual Compliance
In 2016, the FASB issued the lease accounting standard (ASU 2016-02, Leases (ASC 842)). The impact of this standard is significant as almost every company will see their balance sheet change as a result of the standard. However, it is debatable as to whether this standard is more significant than
Doing Good Makes Good Business Sense They say that virtue is its own reward. But sometimes it’s not the only one. Has your company recently hired a veteran? Created new jobs? Converted to LED lighting? The tax code rewards economic actions that benefit society as well as business. These tax
Financial Management 101 for Indiana NFP Leaders Who Do It All On-Demand Not-for-Profit Virtual Roundtable We know that many not-for-profit leaders wear multiple hats. You’ve got the strategy, the mission and the vision set. But to grow the organization, you need to know the ins-and-outs of running a business too.
Doing Business in Dayton (OH) Dayton is in the Miami Valley in Ohio. Often called the “Gem City,” it’s home to the National Museum of the U.S. Air Force, Carillon Historical Park, Boonshoft Museum of Discovery, and the Dayton Art Institute. In addition to interesting sites, a widely diverse range