Services: Transaction Advisory
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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.
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Charitable Donation Tax Deduction by Gift Type
Learn how charitable donation tax deduction rules differ by gift type: cash, stock, property, and services, and how to maximize your tax savings.
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Business Succession Planning
A business valuation expert helps succession planning by determining fair market value, identifying valuation discounts, and preventing costly disputes among successors.
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Goodwill Impairment Test
The goodwill impairment test now follows a simplified one-step process under FASB’s ASU 2017-04. Learn how the change works and what it means for…
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Audit Readiness: How to Prepare Your Business for a Smooth
Achieve audit readiness by organizing documents, reviewing past adjustments, and anticipating your CPA’s requests so fieldwork runs on schedule.
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Business Succession Planning and Estate Planning
Business succession planning and estate planning serve different purposes. Aligning both protects your company, your family, and your legacy.
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Estate Planning for Business Owners: Succession Goals
Estate planning for business owners starts with succession goals. Learn how recapitalization and voting shares help transfer wealth.