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Financial Blind Spots at Each Stage of the Business Lifecycle

Financial Blind Spots at Each Stage of the Business Lifecycle

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache

Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Common Beneficiary Mistakes That Can Wreck Your Estate Plan

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.
Avoiding Common Mistakes in Transition Planning

Avoiding Common Mistakes in Transition Planning

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.
A Nonprofit’s Guide to Weathering Policy Changes

A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.
Strengthen Your Financial Plan: A 6-Step Checklist

Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.
Streamline 1099 Reporting: Tips for a Smooth Filing Season

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.
Expand Your Client Base with Referral and Partner Programs

Expand Your Client Base with Referral and Partner Programs

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality leads by leveraging relationships and shared networks. Explore how these strategies can help you expand your reach, reduce costs, and build lasting client relationships.
Guide to Commission-Based Pay for Sales Teams

Guide to Commission-Based Pay for Sales Teams

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top talent. Explore various commission structures, their benefits, and best practices for implementation in this comprehensive guide. Propel your business toward greater success with an incentivized sales force.
A Proactive Approach to Cybersecurity Risk Management

A Proactive Approach to Cybersecurity Risk Management

Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense strategies you need to know to protect your business. Learn how proactive cybersecurity measures can make all the difference.
Elevate Your Business With CPA Advisory Services

Elevate Your Business With CPA Advisory Services

Discover how CPA advisory services can provide strategic value to your business, helping you navigate complex transactions and enhance financial efficiency. This video explores different services CPAs offer, from financial planning to M&A consulting, and how they can benefit your business.
Attestation Services: An Introductory Guide

Attestation Services: An Introductory Guide

In today's business world, trust and transparency are non-negotiable. Discover how attestation services can enhance your company's credibility by providing independent verification of your financial information. Read our essential guide to learn how these services can drive business success and foster stakeholder confidence.
Small Business Tax Credits And Deductions

Small Business Tax Credits And Deductions

If you're a small business owner, this video will provide an overview of the tax credits and deductions available to you. From the Qualified Business Income deduction to the Disabled Access Credit, learn how to utilize these opportunities to reduce your tax liability.
Accounts Payable Strategies and Best Practices

Accounts Payable Strategies and Best Practices

Efficient accounts payable management isn't just about paying bills—it can directly impact your business's financial health and growth. From digital tools for invoice processing to robust internal controls for fraud prevention, this article covers everything you need to know.
The Unseen Complexities of Lease Accounting

The Unseen Complexities of Lease Accounting

Discover the complexities of lease accounting and the crucial role of a professional CPA in navigating these challenges in this video. Learn about the new standards of ASC 842, how it's changing how leases are recorded, and why it's so important to get it right.
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