News

Bring Your Kid To Work Day

  • Agency News

On Thursday, April 27th we hosted 16 precious children. None have said they want to be accountants when they grow up!? They participated in group games and activities that demonstrated leadership, teamwork, accountability and learning their strengths and latent talents. #countonme

Great Customer Service Experience

Great Customer Service Experience

  • Agency News

How can you take customer service to the next level? Just about every business intends to provide world-class customer service. And though many organizations claim their customer service is exceptional, very few can back up that assertion.  Once a company has established a baseline level of success in interacting with customers,…

Banking Relationships Are Important!

Banking Relationships Are Important!

  • In the News

Choosing the right banker or lender It’s easy to think of lenders as doing your company a favor. But business financing relationships are just that: relationships. Yes, a lender has the working capital you need to grow. But a stable, successful business represents an enormously beneficial opportunity for the lender…

Insurance and Your Succession Plan

Insurance and Your Succession Plan

  • In the News

Consider key person insurance as a succession plan safeguard In business, and in life, among the most important ways to manage risk is through insurance. For certain types of companies — particularly start-ups and small businesses — one major threat is the sudden loss of an owner or hard-to-replace employee….

Retirement Plan Loans and Interest Rates

Retirement Plan Loans and Interest Rates

  • In the News

Retirement Plan Loans – Do you Offer them? Be sure to set a reasonable interest rate Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed by many IRS and Department of Labor (DOL) rules and regulations. So if your…

Company Dashboard

Company Dashboard

  • In the News

Don’t make hunches — crunch the numbers Just as a car dashboard gives you a snapshot of the how your car is doing, we recommend that all business owners have a company dashboard with important metrics that are accessed regularly.  This vital tool will help business owners make major decisions by…

Valuation Expertise is key to Succession Planning

Valuation Expertise is key to Succession Planning

  • Agency News

What can a valuation expert do for your succession plan? Most business owners spend a lifetime building their business. And when it comes to succession, they face the difficult decision of whether to sell, dissolve or transfer the business to family members (or a nonfamily successor). Many complicated issues are…

Strategic Planning for Small Business

Strategic Planning for Small Business

  • Agency News

Envision your advisory board before you form it Strategic Planning is crucial to every small business.  Many companies reach a point in their development where they could benefit from an advisory board. It’s all too easy in today’s complex business world to get caught up in an “echo chamber” of…

January 2017 Major Tax Deadlines

January 2017 Major Tax Deadlines

  • In the News

Major Tax Deadlines for January 31, 2017 Employers must provide 2016 W-2 statements to employees. Employers must send W-2 copies to the Social Security Administration. Payers must provide 2016 Form 1099s to payees. (Brokers have until February 15 to provide Form 1099-B and consolidated statements to customers.) Payers who report…

Deduction Income vs Sales Tax

Deduction Income vs Sales Tax

  • In the News

Deduction for state and local sales tax benefits some, but not all, taxpayers The break allowing taxpayers to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes was made “permanent” a little over a year ago. This break can be valuable…

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