By Kelli Lind, CPA If you’re the owner of a small or midsize business, your to-do list never ends. There are customers to serve, projects to navigate, and employees to manage. And that’s just the tip of the iceberg. There’s another checklist to think about, too—the one that includes everything you have to do to […]
Bookkeeper vs. Accountant: Which is right for your business?
By Teri MacNabb, CPA Part of owning a business is managing its finances. But if you’re up to your eyeballs in account entries, you may want to bring in someone to help. So, do you hire a bookkeeper or an accountant? The short answer: It depends. If you simply need someone to enter day-to-day transactions […]
Which Type of Trust is Best for You?
By Cindy McLagan, EA If you’re looking for a way to minimize gift and estate taxes, creating a trust could be a solution. Many types of trusts exist, and each has a specific purpose. The type you choose—as well as how it’s created—will depend on what you’re trying to accomplish. Although establishing a trust requires […]
Benefits of Using a Corporate Trustee
By Brenda K. Lowe, CPA, PFS Naming a trustee to manage your estate can be a difficult decision. Many choose a family member, such as an adult child, a friend, or even a neighbor to assume the role. But naming a loved one as a trustee can cause complications over time. Not only is the […]
3 Simple Ways to Make Life Easier During Your Next Audit
By Nate Graf, CPA “I can’t wait for our audit!”—said no one ever. Yes, as auditors, we get it: an independent audit of your organization’s financial statements is probably not an event you anticipate with glee. But with a little preparation, the audit process can be—dare we say—downright painless. Here are three simple things you […]
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