What You Need to Know Before Making Year-End Charitable Contributions

It’s a critical time of year for the not-for-profit sector. Historically, a significant amount of charitable donations occur in the last weeks, days and even hours of the year. In fact, many charities are using “Giving Tuesday” on December 1, 2015, as a catchy way to launch their year-end fundraising campaigns. Employers May Encourage Donations… Read more »

Why Smaller Accounting Firms Give Your More Bang for Your Buck

It’s easy to feel lost in large accounting firms. You find yourself leaving messages for Tim, that are returned by Anne three weeks later. Your emails seem to go unanswered. And scheduling an appointment for a quick consultation keeps getting pushed back another month. It’s frustrating, yes, but more than that, it’s a problem your… Read more »


Do I need a CPA? This is one of the most common questions we hear. Well we came up with 17 reasons why you should seriously think about hiring an accountant. Whether you’re looking to save some money, prepare your taxes, manage your investments, or plan your retirement, an accountant can help. Changing Tax Laws For most… Read more »


When operating a small business, your focus tends to be more on how much money you are making or how many products you’re selling. Less time is being spent on basic financial functions like staying updated on government regulations or growth opportunities. All of these factors play a huge part on the success of your… Read more »

Businesses: How to Help Prepare for Audit Season

The busiest time of year for external financial statement auditors generally runs from January to April each year. But CPAs usually start gearing up for audit season in November of the preceding year. Accountants meet with clients, assign staff and schedule fieldwork. Then, the team conducts preliminary financial analytics, observes physical inventory counts, assesses risk factors… Read more »

What You Should Consider When Hiring a Benefit Plan Auditor

As an employer with more than 100 participants in your employee benefit plan, your retirement plan is required to have an employee benefit plan audit. One of the most important duties you have as the plan administrator is to hire an independent qualified public accountant to perform the audit. Determining if You Need an Audit… Read more »