Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
3 Major KPIs to Track for Dental Practices
KPIs, or key performance indicators, are essential to track the success of any business. They are a good measure of the overall financial health of a company and…
View DetailsKey Vs. Non-Key Controls in Auditing
If you’re in business, especially running or managing finances, the terms “key controls” and “non-key controls” might sound technical, but understanding them is simpler than you think. At…
View DetailsWhat is Due Diligence in Accounting?
Before conducting a major business transaction, such as an investment, it is essential to thoroughly examine financial records and verify information to ensure everything is correct. This process…
View DetailsWhat is Client Accounting Services (CAS)?
Client accounting services (CAS) is outsourced accounting run by a CPA firm. Instead of hiring in-house staff, a business hands its bookkeeping, payroll, bill pay, monthly close, and…
View DetailsHow to Measure the Financial Health of Your Business
Whether you’re an owner, investor, or just someone with a stake in a company’s future, understanding how to measure the financial health of your business is essential. It’s…
View DetailsHow Does a Bookkeeper Help a Nonprofit?
Running a nonprofit organization is all about doing good and making a difference in the community. But behind the scenes, there’s a lot of work that goes into…
View DetailsBest Practices to Improve Retail Cash Flow
Effective cash flow management is crucial for the success of any retail business. Cash flow,the movement of money in and out of your business,can determine whether you thrive…
View Details10 Ways a CPA Can Help in the Healthcare Industry
In the dynamic and complex healthcare industry, managing finances effectively is crucial for success. Certified Public Accountants (CPAs) have the expertise needed to support healthcare providers in various…
View DetailsAccounting and Bookkeeping Tips for Startups
Starting a new business is an exciting venture filled with possibilities. However, amidst the enthusiasm, one critical area often gets overlooked: accounting and bookkeeping. Proper financial management is…
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