Al Harsar, CPA recommends some tips for keeping the “fun” in fundraising:



One of the key roles of a non-profit organization’s management and board of trustees is to raise funds. This ensures the organization is cash-positive so it can keep its mission going strong. Every organization should consider applying for grants that may qualify for its mission, solicit sponsorships for special events, and ask for donations from its members or the gene Read More >>


Sheri Terens, CPA shows how to handle common mistakes in retirement plans:



So, you’re a great employer that started an employee retirement plan to offer the added benefit to your employees. Of course you want to do the right thing to run your plan, but are you?


First, you need to start off with a retirement plan checklist:

  • Has your plan document been updated within the past few years to reflect recent law changes?
  • Are the plan’s operations based on the

Lisa Satonick, SPHR, SHRM-SCP gives some ideas for keeping your staff motivated, even during the busiest times:



At an accounting firm, we are very familiar with busy times of the year. Tax season can be difficult, with long hours and lots to do! The best way to keep staff motivated and show that you appreciate them is to offer them opportunities to relieve their stress. Below, I’ve outlined a few ideas you can implement in your workplace.

  1. Provide a special m

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 full time, executive-level personnel. Because of that, many small business owners today rely on an outside advisory board for valuable insight and Read More >>

In honor of MSI Month, let us explain how membership in an international association improves our firm every day:



Corrigan Krause is a member of MSI Global Alliance, one of the world’s leading international associations of independent legal and accounting firms.

How does membership in such a group help us do our job better? Let us explain.

MSI gives us an efficient and effective association framework that enables us to expand our business and call on the expert Read More >>

Tom Harrison, CPA shares his tips for successful transitioning of a family business:



Succession planning is defined as, “Making the preparations necessary to ensure the harmony of the family and the continuity of the business through the next generation.”

Succession planning may be the single most important process that a business owner enters into in his or her entire career. A successful transition is critical to his or her family but also is vital for the e Read More >>

Lisa Satonick, SPHR, SHRM-SCP reminds business owners that employees need year-round evaluation of their goals and performance:



One of the biggest mistakes a company can make is approaching the performance evaluation process with just a one-time annual meeting. While having an annual performance evaluation is better than no feedback at all, consistent feedback should carry on throughout the year until the next review. There are several reasons that k Read More >>

Tom Krause, CPA shares some networking experiences and warns of the possible pitfalls:



I recently came across this article, which has some great advice concerning networking or potential new client meetings not only for CPAs, but any service provider. Some of these points appear to be rather simple, but they make a big difference when you are trying to make an impression. I can think of a few instances where a simple thing had a terrible impact on the overall netw Read More >>