Client Spotlight: The Settler

One of the things we love most about what we do is helping our clients succeed and grow their businesses. Our February blog is shining the spotlight on one of our clients in particular, The Settler, for their outstanding love and compassion they pour into their...

20/20: Seeing & Setting A Clear Budget in The New Year

If you are not going through an annual exercise to create a budget for your business, you may not be seeing the full picture of your business. While most business owners wait until the 4th quarter of the business’ fiscal year to create their budget, doing so can cost...

Challenges When Using Excel To Run Your Business

While many businesses use excel as a starting point for running their business, and it is a great place to start if the only choice, there are many risks. Excel is not a long-term solution to be able to effectively run a growing business. Formula errors found in a...

Reaching Financial Success in 2019

What will make this year different than other years for my business?  This is a question every business owner thinks about.  By reviewing your historic information and looking forward you can set the stage for making this year one of your best ever, a financial...

8 Ways to Prepare for Year End Financials

Happy New Year! It’s that time of year when we find ourselves living in the past and the present and potentially the future. It is just the beginning of the New Year, yet we are thinking about what happened in the past year. Until we see and put together what has...

Living an Abundant Life

Thanksgiving and the start of the holiday season is a great time of year to reflect on all that we have to be thankful for. Fun celebrations abound at this time of year allowing me to focus on spending time with friends, loved ones, colleagues and clients. It is time...

The Concept of Internal Control

Internal control is a very special phrase in the accounting profession. Tactically, it’s the set of processes that help a company produce accurate data throughout the organization, follow reporting requirements and laws, and maintain consistency and accuracy in...

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