News

  With inflation constantly driving up costs, businesses must be innovative about pricing to keep their profits intact while staying competitive. Rising expenses—labor, materials, or supply chain disruptions—can quickly eat away at margins. The key is to be proactive and strategic in pricing decisions to protect your bottom line and keep customers on board. This […]

  Written by: Chris Sullivan, CPA The key to success is to be thoroughly prepared. Succession will happen within families, but it is not always certain that it will be accomplished strategically. Succession planning calls for deliberate preparation, and it requires time— typically years or even decades—as well as forethought, commitment, diligence and adaptability. Transitioning […]

  As a company begins to explore and market a sale or a new investor round, it may encounter numerous opportunities to enhance the efficiency and success of the process. Presenting a clear and accurate financial picture to interested parties is key. Robust internal accounting processes can often promote a more effective transaction by supporting […]

  If you’ve ever put together an annual budget only to realize a few months later that it’s already outdated, you’re not alone. Business conditions change fast—unexpected expenses pop up, revenue doesn’t always hit projections, and market shifts can throw your carefully planned numbers out the window. But if you’re stuck with a static budget, […]

  Written by: Tracy Niemier, EA Running a business comes with constant financial decisions, having the right tools to understand where your money is going can make all the difference. Financial dashboards are a game-changer, giving business owners real-time insights into their company’s financial health. With all critical financial data in one easy-to-read format, these […]