Accounting Outsourcing for Not-for-Profit Organizations

Struggles within a not-for-profit's accounting department drain time and resources that could be used to focus on achieving the core mission of the organization. Outsourced accounting can be a powerful solution.

2023-09-28T11:48:27-04:00September 27, 2023|Categories: Cloud Accounting, Not-for-Profit|Tags: |

Best Practices: Internal Controls for Grants

As our government clients work to safeguard grants and comply with Office of Management and Budget (OMB) requirements, strategic planning for internal controls is critical.

2023-09-26T13:40:25-04:00September 26, 2023|Categories: Audit & Assurance, State and Local Government|Tags: , |

How Do I Complete a W-8BEN-E Form? … and What Is It?

If you are reading this article you have likely been tasked to complete the 30 Part, 8 page IRS form filled with mystifying acronyms. We feel your pain. The key takeaway is that you can save on tax and paperwork grief by completing this correctly.

2023-09-25T13:24:01-04:00September 25, 2023|Categories: Tax: Business, Tax: International|Tags: |

3 Benefits of Outsourcing Your Accounting and Finance Function

More than half of today’s organizations plan to outsource more business processes than they keep internally. Why? Because building and securing a competent finance and accounting team is becoming increasingly important for companies in today’s uncertain and ever-evolving landscape.

2023-11-01T08:49:08-04:00September 22, 2023|Categories: Cloud Accounting|Tags: |

What to do if you filed an employee retention credit claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?

2025-01-31T10:05:14-05:00September 19, 2023|Categories: Tax: Business|Tags: |

How to Maximize Your Social Security Benefits

To maximize your Social Security benefits, there are decisions and considerations to take into account such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.

2023-09-18T11:14:34-04:00September 18, 2023|Categories: Wealth Management|Tags: , |

What Small Businesses Need to Know about the Beneficial Ownership Information Report

Starting on January 1, 2024, millions of small businesses will be required to file a new information reporting form as part of the Corporate Transparency Act. Many PBMares clients will be affected.

2023-10-05T17:27:39-04:00September 11, 2023|Categories: Tax Alert, Tax: Business|Tags: , , |

3 Signs That Outsourced Accounting Can Benefit Your Organization

Managing your accounting function in-house can quickly become a drain on your business. Whether you’re considering outsourcing a part of your accounting operation — or the entire accounting department — this article will help you make an informed decision.

2023-09-22T13:51:35-04:00September 8, 2023|Categories: Accounting, Cloud Accounting, Consulting|Tags: |
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