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Is your finance department in transition, or soon to be? What is your best course of action? Whether you are experiencing immediate or impending change
Financial Snapshot: the Balance Sheet
Spring has sprung, the grass is green, the books are closed, and the balance sheet looks clean. Over the course of the last few months,
We hear most every day about one type of security or privacy breach or another. It seems that many Americans have become a bit numb
Once upon a time … there was good audit prep
“This year will be better,” you swear to it. If only doing were as simple as thinking. Oh, but it can be that way. Let
Key role for board, audit committee members: Ask smart questions
As an auditor, I’m asked a wide variety of questions, and I welcome those inquiries from my clients. As in any productive relationship, communication with
Why You Should Ask Your CPA to Do More Than Your Tax Return
It’s tax time and in all likelihood you’ve had some close, personal contact with your CPA firm during the last few weeks. While taxes and
Get serious about strategy: Take your plan off the shelf
Planning is a challenge. More than once, clients have told me that the last time they asked their managers to update the strategic plan, the
“What is the best use of my time right now?” The famous question posed by author Alan Lakein, and the related response, “goal setting and
Here we are, nearing year-end, and everyone’s favorite topic — income-tax planning. This year you should be hearing your CPA mention things like net investment
Financial Leadership: Who’s in control?
Recently, a client business called in search of advice on how to transition its accounting department in light of a loyal and long-tenured employee nearing