Getting the most from your Financial Statements

    What Best Practices should you follow when conducting a Financial Review to ensure your decision-making is based on a thorough understanding of your business? This article provides pointers to help you get the most out of your Financial Statements.         Watch our video below or read the article underneath to […]

Twelve Ways to Morph Your Mindset And Your Business

    One of the easiest ways to communicate relatable information is by telling a story. Over the next twelve issues, I’ll discuss one of my recent business trips. I’ll then relate each phase of the journey in building my accounting practice.     Watch our video below or read the article underneath to understand more! […]

Everything There is to Know About the New Child Tax Credit

    The Child Tax Credit originated during the Clinton administration, American Rescue Plan created a new version. There are changes to many aspects of the credit, so let’s look at each one below.   The Child Tax Credit as we know it originated during the Clinton administration, but the recently enacted American Rescue Plan […]

Four Easy Steps to Implement Data Security Protocols

    Here are six easily implemented security protocols to help protect your firm’s data.      Watch our video below or read the article underneath to understand more! We’ve all read or heard of data breaches. This article contains six data security protocols you can start using within your organization.     Policies and Procedures – Create […]

What Is Your Business Worth? And Why It Matters

  Business leaders should track the value of their business. A growing business usually indicates that management is working effectively to the benefit of all stakeholders. For more on how to approach this important topic, read on.   Watch our video below or read the article underneath to understand more!   Building a business can […]

Protecting Your Accounting Firm’s Data

  There’s more than strong passwords and software updates. Read to find out what’s new for 2021 and what you can do to protect your firm’s data.   Watch our video below or read the article underneath to understand more! For nearly a decade, we’ve seen some of the largest organizations suffer data breaches. These […]

14 Questions To Ask Before Adopting A New Technology

    How much time will this technology…Will this technology…We ask these questions and many others before adopting a new technology.   Read or watch to learn which questions have helped our organization.   Choosing the right technology for your organization doesn’t have to be a daunting task. Today we’ll share our selection process. We’ve found […]

When is the Right Time to Sell Your Business

  When is the right time to sell your business? We hear replies ranging from “I don’t plan to sell my business” to “I’d sell it yesterday if I could!”       Watch our video below or read the article underneath to understand more! Watch now and learn the ten most important considerations when […]

Using Human Resource Data to Support Business Decisions

  Employees play a critical role in the success or failure of a company. Not surprisingly, management tries to create a positive environment for the team. Some leaders say they can ‘feel’ when things are stable, energized, motivation is high and productivity is good. There is value in these ‘feelings’… but what does the data […]