Keep your nonprofit afloat with a leadership succession plan
If your top executive were to step down tomorrow, would your not-for-profit know how to make a smooth leadership transition or would your boat suddenly be >>
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Your business may be priceless, but what’s it really worth?
A business valuation brings an objective answer, backed by data. Asking tough questions is part and parcel of running any business. To hire or not to >>
Stretch your marketing dollars further with smart strategies
If your marketing budget is limited, there may be ways to make that money go further. Smart strategies abound for small to midsize businesses. Let’s look >>
Have you considered making direct payments of tuition and medical expenses?
With the lifetime gift and estate tax exemption at $11.40 million for 2019 ($11.58 million for 2020), you may think you don’t have to worry about >>
What’s the right device policy for your company?
Device policies pertaining to smartphones and other technology tools continue to frustrate business owners as they try to balance their needs for security and functionality against >>
Bringing a new level of intelligence – artificial intelligence – to your audit
Emerging technology can shine light on risks now lurking in your data. Audit time is never an easy time. Questions always loom. Is accounts receivable keeping >>
Risk assessment: A critical part of the audit process
Audit season is right around the corner for calendar-year entities. Here’s what your auditor is doing behind the scenes to prepare — and how you can >>
Is it time to hire a CFO or controller?
Many business owners reach a point where managing the financial side of the enterprise becomes overwhelming. Usually, this is a good thing — the company has >>
Who needs an estate plan? You do!
Despite what you might think, estate planning isn’t limited to only the rich and famous. In fact, your family is likely to benefit from a comprehensive >>
