In today’s competitive landscape, companies that aren’t benchmarking their EBITDA against industry peers are operating without critical information. While financial metrics abound, EBITDA benchmarking provides the clarity leaders need to make informed strategic decisions and drive sustainable growth. EBITDA’s role in performance analytics EBITDA certainly has its critics, and their
As an organization grows, so do its operations and expectations for both businesses and non-profits. Internal controls play a critical role in maintaining compliance, efficiency, accuracy, and risk management, and ensuring you’re able to meet those rising expectations. Growth creates opportunity, but it also introduces complexity that older systems and
Can’t watch the video? Get the transcript. It’s hard to beat 529 plans for saving for a child’s education, and recent rule changes make them even more flexible. In this episode of The CPA Advantage, wealth management pros Andy Bertke and Ryan Lauer unpack who can contribute to a 529
Fraud can happen to any organization regardless of size and industry – and while many have developed and implemented safeguards to discourage fraud and help ensure any harmful activity is uncovered quickly, the unfortunate reality we face is that many others remain at risk. This may be especially true in
Protecting Your Organization’s Sensitive Information Online billing. It’s hard to believe we ever worked without it. But that convenience comes with a risk. You’re being trusted with links to your client’s identity and financial well-being that ill-intentioned individuals are desperate to steal. If your organization relies on billing systems to
Though virtually no industry remains untouched by the pandemic’s economic impact, live venue operators are among the hardest hit – and the latest round of COVID-19 relief funding includes special provisions to help them weather the storm. Relief is coming, with the Small Business Administration (SBA) expected to begin accepting
Can’t watch the video? Get the transcript. SOC 1 vs. SOC 2 vs. SOC 3: What’s the Difference—and What Do You Actually Need? If you’ve ever heard someone say, “We need a SOC 1, SOC 2, or SOC 3—just send us all of them,” you’re not alone. It’s a common
On July 8th, 2026, the IRS introduced the new Automatic Exemption from Penalty (AEP) program. AEP automatically prevents certain penalties from being assessed for eligible taxpayers, eliminating the need to request relief after penalties have already been applied. The IRS plans to begin implementing AEP during the summer
Cyber-attacks have become more common in recent years with the ever-increasing use of technology and the growing skill of hackers and other cybercriminals. On one memorable day earlier this year, cybercrime came to the forefront of American attention: on May 6th, 2021, a group called Darkside hacked into the oil
New Office of Management and Budget (OMB) revisions are designed to make more than $1.2 trillion in annual federal financial assistance more accessible and transparent, allowing recipients to focus more on delivering results to their communities. The changes represent a significant step towards a more efficient and impactful federal financial
The One Big Beautiful Bill Act (OBBBA), enacted on July 4, 2025, introduces substantial changes to the tax code, many of which directly impact non-profit organizations and the broader philanthropic ecosystem. For non-profit leaders, understanding the nuances of these changes is essential, not only for regulatory compliance but also for
https://www.youtube.com/watch?v=YXHPciR8drs Can’t watch the video? Get the transcript. Top Barnes Dennig estate and tax planning pros outline estate exemptions, timelines, and key strategies to help you optimize your estate planning and tax impact. You may also be interested in more information on estate planning and tax strategies. If you’d like