On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act authorized $349 billion in forgivable federal loans (“PPP loans”) to small employers to provide incentive to keep employees with an additional $310 billion of funding on April… Read More

While an approaching audit can be intimidating, proper planning can make for a smooth and successful audit experience. Whether your organization already participates in annual audits or is approaching the audit requirement threshold for the first time, there are best… Read More

Budgeting and forecasting are tools that assist us in meeting our financial goals. Companies can use budgeting to establish a plan regarding what the company expects to achieve for a specific period. Financial forecasting assists a company in establishing future… Read More

Internal controls play an essential role in the operations of an entity and in preventing and detecting fraud. These controls should be properly documented and regularly evaluated to ensure that they are operating effectively. As part of our advisory services… Read More

Understanding the effects of Accounting Standard Updates (“ASUs”) on your organization can be a daunting and complex task. The requirements for implementation may seem intimidating, but we offer advisory services in the arena of technical accounting to determine the best… Read More

Many new businesses often find themselves asking which version of QuickBooks is right for them and unfortunately the answer isn’t always simple. When deciding whether to use QuickBooks Desktop or QuickBooks Online, there are several important factors that should be… Read More

Does your employee benefit plan require an audit? The U.S. Department of Labor (“DOL”) generally requires all large plans file audited financial statements with the plan’s tax filing of Form 5500. A large plan is defined as a plan with… Read More

There are pivotal decisions made in our lives and careers that can lead to undesired consequences. Often, these undesired consequences can be mitigated by assessing risk on a regular basis before decisions are made. Risk assessment is a great tool… Read More

Whether you are a non-profit organization collecting cash donations or a for-profit business collecting cash for sales, you may be susceptible to cash theft or fraud. Increasing awareness of the most common types of cash theft and fraud schemes and… Read More

If someone told you there is a new, rapidly growing, billion-dollar industry that has a target market bigger than that of Apple and Microsoft combined, you might be tempted to get in on the action. Here’s the catch, you’re the… Read More