Archives: Insights

We've recently become aware of two concerning fraud schemes targeting businesses across the country. As your trusted advisors, we want to ensure you have the information needed to protect your business and personal data. 

Congratulations! You're considering taking the leap into practice ownership. It's an exciting time, filled with possibilities – and, let's face it, a fair share of uncertainties. As you embark on this journey, you might wonder, "Why do I need a dental CPA in my corner?" Let's discuss how having the right team can set you up for long-term success and peace of mind. 

Fundraising is the lifeline of not-for-profit organizations, from small community groups to large foundations. While securing initial donations is crucial, the real challenge often lies in donor retention—transforming one-time gifts into regular contributions and increasing giving over time. The key to long-term donor relationships? Engagement. 

A new threat has emerged in cybersecurity that's keeping IT professionals up at night: Artificial Intelligence (AI)-powered phishing attacks. AI, which refers to computer systems able to perform tasks that normally require human intelligence, is now being leveraged by cybercriminals. As your trusted advisors in cybersecurity and managed IT services, we're here to shed light on this sophisticated scam and arm you with the knowledge to protect your business. 

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

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.

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.

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.