Services: Transaction Advisory
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Tax on Selling Investments
Learn the tax details that affect your net return when selling investments, including cost basis, capital gains rates, trade dates, and transaction costs.
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Pro Forma Financial Statements and Compilations Explained
Pro forma financial statements show how a transaction would have changed your financials. Learn what SSARS 22 requires.
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Restricted Cash: How to Report It Under GAAP
Restricted cash is money reserved for a specific purpose. Learn how GAAP requires it to be reported on cash flow statements and balance sheets.
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Pro Forma Financial Statements
Learn how pro forma financial statements help businesses forecast revenue, manage cash flow, and plan for growth with confidence.
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Fair Value Accounting for Financial Reporting
Fair value accounting requires measuring assets and liabilities at their exit price under ASC 820. Learn the fair value hierarchy, methods, and when it…
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How to Choose the Right Lender for Small Business Financing
Learn how to choose the right lender for small business financing, from traditional banks and SBA loans to alternative options.
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Agreed Upon Procedures: How They Work and When to Use Them
Agreed upon procedures let CPAs investigate specific financial concerns without a full audit. Learn how AUP engagements work and when to use them.
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Cooking the Books: What Financial Statement Fraud Costs
Cooking the books is the costliest form of occupational fraud, with a median loss of $766,000. Learn common schemes, warning signs, and how to…
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Sell a Business for More by Proving Operational Efficiency
Operational efficiency helps you sell a business at a premium. See how IT, manufacturing, and outsourcing gains attract buyers.
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Capital Budgeting Methods
Use NPV, IRR, and payback period to evaluate business investments with data, not gut instinct. Learn which metric fits your needs.