Texas Franchise Tax Deadline Alert: What You Need to Know Before May 15th

The May 15th Texas franchise tax extension deadline is approaching fast. If you have Texas franchise tax obligations, here's what you need to know before the deadline — and what could trigger additional filing requirements down the road.

AI in Accounting Is Moving Fast. Here’s What Actually Matters for Your Business.

The accounting technology landscape is evolving quickly, and AI is at the center of it.

Selling Your Business is a Process, Not an Event

Why Early Planning and Independent Sell-Side Advisory Matter More Than You May Think

Common Audit Findings We See in Growing Businesses—and How to Fix Them Early

As businesses grow, financial complexity grows with them. New systems, more employees, increased transaction volume, and external stakeholders (lenders, investors, boards) all raise the bar for financial reporting and controls.

Audit-Ready Books: What Investors, Lenders, and Buyers Expect to See

Whether you’re pursuing financing, courting investors, or preparing for a potential sale, one thing is universally true: your financials will be scrutinized. And not just at a high level.

Entity Checkup: Should You Still Be an S-Corp in 2026?

For many business owners, electing S-corporation status was once a no-brainer. It offered payroll tax savings, pass-through taxation, and a relatively straightforward compliance structure. But tax laws evolve, businesses grow, and what worked five (or even two) years ago may no longer be the optimal fit.

Cybersecurity for Your Financial Data: What Every Business Owner Should Have in Place

As an IT coordinator, I spend a lot of time behind the scenes protecting systems most people never think about—until something goes wrong. And when it comes to cybersecurity, financial data is always the top target.

Endowment Funds Demystified — How to Properly Account, Track & Report Endowments

Blog Series: The Endowment Blueprint for Nonprofit Leaders
Part 2 of 3: Endowment Funds Demystified — How to Properly Account, Track & Report Endowments

This article is part two of our three-part series designed to make endowment accounting both understandable and actionable for nonprofit executives, finance leaders, and board members.

Understanding Endowment Funds: What Nonprofits Need to Know

Blog Series: The Endowment Blueprint for Nonprofit Leaders
Part 1 of 3 - Understanding Endowment Funds: What Nonprofits Need to Know

Endowment funds play a crucial role in helping nonprofits build long-term financial stability. Yet many organizations still struggle to understand how these funds work, how they’re governed, and how to report them properly. Whether you’re new to endowments or looking to refresh your knowledge, this overview breaks down the essentials.

2025 Year-End Tax Moves: What Business Owners Should Do Before December 31

As 2025 draws to a close, business owners face a critical window to make tax-smart moves that can reduce liability, improve cash flow, and set the stage for a strong start to 2026. With the One Big Beautiful Bill Act (OBBBA) reshaping deductions, credits, and thresholds, this year’s planning carries extra weight.