Jun 11 Summertime Means Summer Hours
Our office will close at 1 pm on Fridays until Labor Day....
Jun 03 How to Choose Accounting Software for Your Business
Choosing accounting software is one of those decisions that can seem simple at first, then get complicated quickly. There are many options, many features, and plenty of promises. The right choice should support how your business works today while giving you room to grow....
Mar 11 2026 Fintech Industry Predictions
2026 is set to be a pivotal year for fintech. After years of uncertainty, the industry is showing signs of clarity and confidence from regulators, consumers, and business partners. Regulatory frameworks have strengthened, markets have stabilized, and bold ideas are moving from pilot programs into...
Mar 05 Recognizing Real Internal Revenue Service Contact vs. Tax Scams
When it comes to tax matters, understanding how the Internal Revenue Service (IRS) initiates communication is your first line of defense against fraud. In nearly all cases, the IRS starts contact through an official letter delivered by U.S. mail—not by email, text message, or social...
Feb 19 2026 Real Estate & Construction Industry Predictions
The real estate and construction industry has weathered years of disruption, from supply chain chaos and natural disasters to labor shortages and interest rate volatility. As companies look ahead, 2026 is shaping up to be another year of change and challenge....
Jan 22 Your Rights as a Taxpayer: What the IRS Owes You
When most people think about taxes, they focus on deadlines, forms, and payments, not protections. However, the IRS Taxpayer Bill of Rights establishes clear standards for how taxpayers must be treated at every stage of the tax process, from filing and audits to appeals and...
May 29 The Cascading Impact of ESG Reporting on Mid-sized Companies
Despite the rollback of some U.S. federal regulations and considerable political turbulence, the private sector continues to advance the integration of sustainability into their corporate strategies and reporting. In fact, our most recent CFO Sustainability Outlook Survey showed that 91 percent of organizations that are...
Mar 20 Are Gifts Subject to Tax?
Many taxpayers are curious about whether gifting cash, property, or assets triggers any tax obligations. The answer is generally no; however, there are certain limits and exceptions to consider....
Mar 20 How Outsourcing Can Transform and Facilitate Month-End and Year-End Close
In a business world marked by uncertainty, month-end and year-end accounting challenges have remained a constant. The resolution of the recent political season and the Federal Reserve’s lowering of interest rates may have given organizations an overall renewed sense of optimism and the momentum to...
Mar 06 Bookkeeping is Only Half the Equation for Effectively Managing Wealth
Many affluent families believe that their financial affairs are straightforward, leading to frustration over the lack of immediate access to comprehensive financial information for liquidity, budgeting, tax planning, and investment management purposes. In reality, however, many wealthy individuals have more complex financial affairs than they realize,...