Thought leadership.

Our insights on topics affecting the industries we serve.

Thought Leadership

Your go-to source for relevant industry insight from experienced professionals.

Demystifying Nonprofit Cost Allocations

Demystifying Nonprofit Cost Allocations

When asked what is at the top of their finance department “to-do” list, many nonprofits name the need for an updated cost allocation plan. An effective cost allocation strategy is essential to organizations’ understanding of how their resources are being deployed. It...

Top Areas of Tax Exposure and Audit Risk for Restaurants

Top Areas of Tax Exposure and Audit Risk for Restaurants

Whether it be an examination by the Internal Revenue Service (IRS) or a state or local government, an audit of your books and records can undoubtedly bring unwanted anxiety, be a drain on resources, and in some cases, prove costly if your entity is found to be...

Changes to the 2023 Form 5500

Changes to the 2023 Form 5500

The Form 5500 serves as a vital source of information for the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation. This form provides details regarding a retirement plan's operations, qualifications, financial status, and...

CRITICAL KPIs FOR RETAILERS

CRITICAL KPIs FOR RETAILERS

When working with retailers, a common question I get asked is “How do I know if my business is doing well, and what should I be looking at?” It’s a great question and one that I find many business owners struggle with and generally don’t know where to look to find the...