Archives: Insights
Jul 25, 2019
Blog
Strategic Planning: Your Roadmap For Long-Term Success
Where are you going and how do you plan to get there? A strategic plan will help you chart the course.
Jul 18, 2019
Blog
Knowledge Transfer
If business and client relationship knowledge is wrapped up with one (or a few) key individual(s), your business is at risk.
Jul 8, 2019
Blog
Are You Failing Your New Employees?
Do you have a new employee who is slow to catch on? This article might help you decide whether to stick it out or cut your losses.
Jul 5, 2019
Blog
Do You Have A Plan For Your Golden Years?
When the time comes, will you be able to secure the retirement of your dreams? This check list can help.
Jun 20, 2019
Blog
Are You Properly Classifying Your Workers?
The way you classify your workers is very important to the federal government. Read on to find out why and what you can do to protect your business.
Jun 7, 2019
Blog
Opportunities & Limitations
The qualified business income deduction was created to provide savings opportunities for flow-through entities and sole proprietors. Do you know how it works?
Jun 7, 2019
Blog
Data-Driven Opportunities For All
Services such as bookkeeping, month-end accounting support and consulting aren't new. But by taking a different approach to these traditional services, we can reveal new, exciting opportunities.
Jun 5, 2019
Blog
Putting Board Governance & Policies In Perspective
Nonprofit board members: How well do you really understand your role in the organization?
May 29, 2019
Blog
IRS Increases 2020 Limits On HSA Contributions
The 2020 inflation-adjusted limits on deductions for contributions to an HSA allow employees who participate in an HDHP plan to put a little more money into their HSAs next year.
May 28, 2019
Blog
After Tax Season
Now that the first tax season is over, how did the TCJA affect you? It will depend on a variety of factors, including your earnings, filing status, dependents and ages, and where you live. Read on to learn more.