Insights

Practical reading for
owner decisions

Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.

  • Business

    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…

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  • Business

    Key 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…

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  • Business

    How to Switch Your Business from Cash to Accrual Accounting

    Switching from cash to accrual accounting can feel like a big leap, but it’s often a smart move for growing businesses. This shift provides a more accurate financial…

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  • Blog

    What 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…

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  • Construction

    Construction Accounting: What is a WIP Report?

    There is an art to being able to efficiently run an advanced construction business. Between securing construction jobs, ordering materials, organizing revenue and expenses, and managing different teams…

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  • Construction

    Construction Accounting GAAP

    Throughout the construction business, there are certain accounting practices that are used in order to keep accurate financial records in this complex industry. Generally Accepted Accounting Principles (GAAP)…

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  • Blog

    What is Client Accounting Services (CAS)?

    Managing your finances is arguably the most important aspect of running any business. The delicate balance of expenses versus revenue, and keeping a positive cash flow, can be…

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  • Business

    How 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…

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  • Business

    How 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…

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