Case Study: Client Seeks a More Efficient Invoicing Process & Gets Exactly That… Plus Elevated Data Insights to Grow Their Business

Learn more about outsourcing all or part of your accounting or finance function.

2025-02-20T15:16:36-05:00September 26, 2024|Categories: Closely-held Businesses, Business Advisory, Cloud Accounting, Consulting|

Four Smart Alternatives to Starting a Nonprofit

Starting a nonprofit isn’t the only way to make an impact. Four effective alternatives include partnering with an existing organization, using fiscal sponsorship, creating a donor-advised fund (DAF), and establishing a social enterprise. Each option offers unique benefits and provides greater flexibility in achieving philanthropic goals.

2025-03-14T08:54:06-04:00September 17, 2024|Categories: Not-for-Profit|Tags: |

Understanding the Differences: Fidelity Bond vs. Fidelity Insurance for 401(k) Plan Sponsors

In the intricate world of 401(k) plan management, understanding the distinction between fidelity bonds and fidelity insurance is crucial. Explore how to strategically leveraging both fidelity bonds and fidelity insurance, to safeguard your plan’s assets and uphold your fiduciary responsibilities with confidence.

2024-09-11T14:15:01-04:00September 11, 2024|Categories: Employee Benefit Plans|Tags: |

The Importance of Total Time Accounting in Government Contracting: Avoiding Pitfalls and Ensuring Compliance

Learn why TTA is so essential and how you can avoid common pitfalls while ensuring compliance.

2024-09-10T16:49:44-04:00September 10, 2024|Categories: Government Contracting|Tags: |

FinCEN Issues New Reporting Rules for Real Estate Transactions

FinCEN has issued a final rule, effective December 1, 2025, requiring certain real estate professionals to report non-financed residential property transactions involving legal entities or trusts to combat money laundering. The rule targets high-risk transactions used by illicit actors to obscure identities and launder money through the U.S. housing market.

2024-09-09T14:18:51-04:00September 9, 2024|Categories: Construction and Real Estate|Tags: |
Go to Top

As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.

Click to Continue