Insights: Article
Aug 26, 2024
Article
Mastering Your Finances: A Guide to Living Within Your Budget
As we conclude our budgeting series, it’s time to bring together all the insights and strategies we’ve discussed to help you achieve financial mastery. Living within a budget is not just about limiting spending; it’s about empowering yourself and business to make informed financial decisions, setting and reaching financial goals, and ultimately creating a secure and fulfilling financial future
Aug 22, 2024
Article
Tax Planning Engineered for Profit: Smart Moves for Business Owners
You are probably getting lots of advice on how to run your business. But what if thinking ahead for year-end tax planning makes the difference in how successful your year can be? This could be the key to putting more money back into your business and setting yourself up for a fantastic year ahead.
Aug 19, 2024
Article
Protecting Your Business from Modern Cyber Threats: What You Need to Know
Businesses of all sizes face an increasing array of cyber risks. As your trusted advisors, we want to shed light on three prevalent threats that could impact your business: ACH fraud, payment redirects, and business email compromise (BEC) schemes. Understanding these risks and knowing how to protect against them is crucial for safeguarding your assets and maintaining trust with your customers and partners.
Aug 16, 2024
Article
Ensuring Accountability: The Vital Role of Audits and Reviews in Not-for-Profit Organizations
Accountability stands as a cornerstone principle, essential for maintaining trust with donors, stakeholders, and the broader community in any not-for-profit. At the heart of ensuring this accountability lies audits and reviews, critical processes that provide transparency and uphold financial integrity.
Jul 15, 2024
Article
The Hidden Threat to Your Construction and Real Estate Profits: ACH Fraud Exposed
Cybercriminals are increasingly targeting the construction and real estate industry. One of the most prevalent threats? ACH fraud. Here's what you need to know to protect your business
Jul 12, 2024
Article
Unraveling the Nexus Knot: Why Your Business Can’t Afford to Ignore State Tax Connections
Imagine this: Your small manufacturing company just landed a lucrative contract with a client in another state. You're thrilled about the growth opportunity, but unbeknownst to you, this single deal has just triggered tax obligations in a state where you've never set foot. Welcome to the complex world of state tax nexus.
Jul 11, 2024
Article
Securing Your Business Legacy: The Essential Guide to Exit Planning
As a business owner, you've poured your heart and soul into building your company. But have you given thought to what happens when it's time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it's too late. Let's dive into why exit planning matters and how you can start preparing for your business's future today.
Jul 10, 2024
Article
Beyond Good Intentions: Mastering Internal Controls for Mission Success
Written policies aren't just paperwork – they're your organization's backbone. They protect everyone involved: your organization, board members, staff, and volunteers. Regularly reviewing these policies ensures they stay relevant and effective. Remember, it's about the process, not the people. When examining procedures, focus on objective standards that best protect your organization's interests.
Jul 9, 2024
Article
Ohio’s Extended Tax-Free Holiday: What Restaurants and Businesses Need to Know
This summer, the Buckeye State is rolling out an expanded tax-free holiday that promises to boost sales and offer substantial savings. But there are also some challenges that businesses should be aware of. From July 30 to August 8, 2024, Ohio will suspend sales tax on a wide range of items, including dine-in restaurant meals. Let's dive into what this means for your business and how you can make the most of this opportunity and avoid potential problems.
Jun 17, 2024
Article
Mastering Inventory Management: The Key to Manufacturing Success
Inventory management is a critical component that can make or break a company's success when it comes to manufacturing. Effective inventory management ensures that you have the right materials, in the right quantities, at the right time, and in the right place. By mastering this essential aspect of your operations, you can reduce costs, improve efficiency, and ultimately, boost your bottom line.