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Quality of Earnings Review

Get the Full Financial Picture Are you looking to acquire a new business but wondering if the numbers tell the whole story? Or are you preparing to go to market and need a buyer to see your business’s full potential? Let us help you uncover the real financial picture with

CPA Peer Review – New Orleans (LA)

AICPA Peer Review – New Orleans (LA) New Orleans and Louisiana CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of

CPA Peer Review – Omaha (NE)

AICPA Peer Review – Omaha (NE) Omaha and Nebraska CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s

Growth/Succession Planning

Future Planning – Heading toward Growth, Succession, and More Something big is on the horizon. Maybe it’s the retirement of a key player on the executive team. Maybe it’s a big growth opportunity. Whatever it is, do you know the steps you’ll take to meet that “something big” when the

CPA Peer Review – Las Vegas (NV)

AICPA Peer Review – Las Vegas (NV) Las Vegas and Nevada CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of

CPA Peer Review – Fargo (ND)

AICPA Peer Review – Fargo (ND) Fargo and North Dakota CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a

Financial Management

Financial management is the planning and monitoring of an organization’s financial resources. And anyone who’s steeped in financial systems and accounting tools knows that it’s anything but simple. Establishing (and executing) proper records, internal controls, checks and balances, and data integrations can be challenging. Even finding and implementing the right

CPA Peer Review – Providence (RI)

AICPA Peer Review – Providence (RI) Providence and Rhode Island CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a

The Non-Profit Request for Proposal: Best Practices & Focus Areas

Executive Directors and Board of Directors are tasked with many responsibilities essential to the success of a nonprofit organization. It’s imperative they offer leadership and guidance on program management, staff and volunteer recruiting, marketing, community engagement and managing fundraising programs. There is another task management must also address which includes

CPA Peer Review – Salt Lake (UT)

AICPA Peer Review – Salt Lake (UT) Salt Lake City and Utah CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination

CPA Peer Review – Montpelier (VT)

AICPA Peer Review – Montpelier (VT) Montpelier and Vermont CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s

Social Security Changes You Need to Know for 2020

Every year, the Social Security Administration adjusts the regulations for the Social Security program. These adjustments include various items such as the retirement age, earnings cap and benefit payout. The changes for this upcoming year are summarized below: Full Retirement Age Full retirement is the age at which the Social

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