Insights

Whitepaper

7th Employee Benefit Plan Benchmarking Survey Report

The race to keep the best and brightest is highly competitive and no employer wants to be left... more
Blog

Is It Time to Consider Accrual-Basis Accounting?

For many small businesses, accounting is an afterthought. The time and energy to launch a business... more
June 29, 2022
Blog

Sage Intacct Best Practices – Recommendations for your Remote Finance Team

General recommendations Cross-train users and make sure everyone has a backup. If someone must... more
June 17, 2022
Blog

Stock/Equity Compensation, is it Really a Good Idea?

Rewarding and retaining top talent has always been a challenge for employers. The now infamous... more
June 15, 2022
Blog

Accounting Made Easy: 5 Steps to Fast, Easy, and Accurate Bank Reconciliations

One of the more fundamental and important processes in the monthly close is the reconciliation of... more
June 10, 2022
Blog

SMBs are the Perfect Candidates (for Hackers to Exploit)

A report by the U.S. National Cyber Security Alliance estimated that 60% of all small to... more
May 23, 2022
Blog

Top 10 Security Controls and Practices Routinely Exploited for Initial Access to Victim Networks

A joint security advisory issued by multiple national cybersecurity authorities reveals the top 10... more
May 23, 2022
Blog

New HSA Contribution Limits Released for 2023

The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
May 2, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

Buyer Beware: Individual 401(k) Plans

Individual 401(k) plans, aka solo(k)s, uni(k)s etc., have become very popular retirement vehicles... more
March 8, 2022
Blog

IRS 2021 Schedule K-2 and K-3 Reporting Update

The new Schedules K-2 and K-3 are required with partnership and S corporation tax returns for tax... more
February 21, 2022
Blog

Definition of Compensation Errors for Retirement Plans

Definition of compensation errors are the most common plan error that we see on audit and can be... more
February 21, 2022