Archive for the ‘Consultation & Planning’ Category

Thursday 09/28/2017

Avoid Hefty Penalties by Filing Unclaimed Funds by November 1

Sal Caroniti explains who must file and the penalties for failing to report unclaimed funds.  November 1 marks Ohio’s annual unclaimed funds reporting deadline for all companies, with the exception of Life Insurance companies. What are unclaimed funds? Most commonly in savings or checking accounts, stocks, uncashed dividends, security deposits, IRS refunds and more, these accounts […]

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Thursday 07/27/2017

What to Consider When Starting a Business

Carleigh Machock provides advice on what to consider before and during your journey as a business owner. Starting a new business is a dream for people. Maybe you have a great idea for a startup company, but aren’t quite sure where to start or what you should consider. Aside from motivation and a strong will to succeed, there […]

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Thursday 07/06/2017

Do You Know the Value of Your Company?

65% of business owners don’t. This alarming statistic was presented at the National Association of Certified Valuators and Analysts (NACVA) 2017 Annual Consultants’ Conference held in June in Chicago. Determining the value of a business can be done both formally and informally. Having a solid understanding of the value of your business through its life […]

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Wednesday 03/22/2017

Does Your Business Need an Audit?

Sean Brady, CPA shares some key benchmarks that may indicate it’s time for an audit:     “The times, they are a-changin’,” is not just a title of a well-known Bob Dylan song. It’s commonly indicative of why your organization may need an audit. Audits are typically brought about by change, primarily a change in the stakeholders. To […]

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Tuesday 03/14/2017

The Value of an Outside Advisory Board

Sal Caroniti, CPA has some advice for any business owner considering an advisory board to assist with their company:     It’s no secret to a business owner that small businesses often face resource limitations. For example, the small size of the company may mean there are not enough margins to be able to absorb […]

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