Summing It Up listing page

By
How Small Business Owners Can Capitalize on the SECURE 2.0 Act of 2022
By Employee Benefit Plan Team on March 28, 2023

Boosting retirement benefits will attract and retain talent A staggering 55% of working Americans report that they’re behind in their retirement savings, with 2 in 5 Americans admitting to

Continue Reading
MAXIS® Gives Strategic Insights and Data to Support Small Businesses
By Alexis S. Becker on March 22, 2023

MAXIS® Provides Strategic Data Insights for Better Performance Distractions happen. Your intention, to pay attention to every small detail and confidently execute financial decisions, is...

Continue Reading
What are the Benefits of Hiring a Certified Public Accountant and What is the Real Value of Your CPA?
By Alexis S. Becker on March 8, 2023

Status quo is no longer an option As a business owner, your reliance on accurate financial data is critical to your organization’s success. Having correct information naturally leads you...

Continue Reading
I'm a Business Valuation Expert. Here's What Business Owners Should Know About Their Company's Worth.
By Joe Aquino, CPA, CVA on February 23, 2023

How much is your business really worth? If you own a business, it’s most likely your largest personal asset. But chances are you don’t know exactly how much it’s actually worth, or even...

Continue Reading
A Business Succession Plan Should Do More Than Replace You
By Alexis S. Becker on February 8, 2023

This one shift can change the way you view succession If you get hit by the proverbial bus tomorrow, what happens to your company? Is the organization prepared to continue ‘business as...

Continue Reading
The Reasons to Automate Accounts Payable Outweigh Those That Don’t
By Alexis S. Becker on January 25, 2023

Automated Accounts Payable enhances your bottom line Day-to-day accounting can be a time suck which, in turn, diminishes the opportunities for you and your team to add value elsewhere....

Continue Reading

Stay up to date