The accounting technology landscape is evolving quickly, and AI is at the center of it.
Why Early Planning and Independent Sell-Side Advisory Matter More Than You May Think
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.
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.
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.
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.
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.
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.
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.
As more businesses embrace remote and hybrid work models, one area that hasn’t shifted as quickly is internal controls. Systems that once relied on in-person oversight, paper approvals, or physical access now face gaps that can leave businesses exposed to fraud, errors, and compliance risks.
