News

Lenders, suppliers, and others routinely request financial statements to assess a company's or an individual's financial health. It's important to understand the various services available to determine what... Continue Reading

Your financial statements tell you a story – how to read them for education and empowerment.  Most people view financial statements as numbers on a page, very complex, hard to understand, “too much... Continue Reading

We are coming through a recession/depression that has caused us to reactively do many things. With lower revenue, we had to cut costs. As we cut costs, we looked at our use of employees vs. technology vs.... Continue Reading

As snow and ice blankets the Southeast, many people are confined to their homes unable to get to work. But for the millions of Americans who are set up for telecommuting, it’s business as usual. In addition... Continue Reading

Why care what our business is worth, if we don’t plan to sell for a few years?  Starting a business is about creating value for you, your family and your employees.  Value of jobs and a profit... Continue Reading

Many Registered Investment Advisory Firms are taking action to be in compliance with the amended Custody Rule which requires advisers with custody of client assets to undergo a surprise examination of those... Continue Reading

An annual filing of form 5500 is mandatory for retirement, health, and welfare benefit plans.  Plans with over 100 participants at the beginning of the plan year are considered to be a “large... Continue Reading

Congress has passed a small business jobs bill (the Small Business Jobs Act of 2010) with valuable individual and business tax incentives. Many of the $12 billion tax incentives are temporary so taxpayers have... Continue Reading

Looking for a quick way to increase profits in today’s competitive environment?  Consider decreasing expenses in your company.   Processes either add ‘value’ or ‘waste’ to the... Continue Reading