Videos

The Benefits of Hiring an Outsourced CFO
When it comes to running any organization, proper financial management is critical. One of the most important decisions you'll make is if and when to...

Budget Reconciliation – A Potential Path for President Biden’s Plans
President Biden has proposed the American Jobs Plan and the American Families Plan, but a closely divided senate makes it challenging to turn these bills...

The American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law to help address the impact of the coronavirus pandemic...

What You Need To Know About Form 1099-NEC
In 2020, the IRS introduced Form 1099-NEC for reporting nonemployee compensation. Learn about Form 1099-NEC and how it differs from Form 1099-MISC....

The Consolidated Appropriations Act, 2021
On December 27, 2020, the President signed the Consolidated Appropriations Act, 2021 into law. In this video, we cover the major provisions of the $900...

Donor-Advised Funds: Giving with a Tax Advantage
If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables...

Benefits of a Fractional CFO
As your company grows, the need for greater experience and more sophistication in accounting and finance will also grow. If your company is facing the...

Scenario Planning
What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps...

Succession Planning for Business Owners
Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video...

Employee Retirement Plans for Small Businesses
If you're self-employed or a small business owner, you may benefit from establishing an employee retirement plan. Here's a great video you don't want to...