An inside look at pre-sale quality of earnings reports
Corrigan Krause’s Steve Miller on the pre-sale QofE — why and when to use it, and what to expect from the process.
Highlights from the One Big Beautiful Bill Act
Corrigan Krause’s Henry Gingerich on the OBBBA and what business leaders should do now to take full advantage of the opportunities it offers.
How the One Big Beautiful Bill Act will impact middle-market businesses
Brady Ware’s Kristin Krabacher on the provisions in the OBBBA that likely matter most to middle-market businesses.
Sorting out the challenges created by ever-changing federal trade policy
Brady Ware’s Kristin Krabacher on tariffs and the impact they are having on U.S. businesses and how companies are mitigating the negative effects.
How an improved financial reporting cadence leads to better decision making
Corrigan Krause’s Trevor Ray on the importance of timely and accurate financial statement information in making informed business decisions.
Why you should consult with your CPA more than just at tax time
Corrigan Krause’s Jim Suttie on how sharing more financial reporting with a CPA can help a business leader make better strategic decisions.
New SECURE Act provisions bring changes, opportunities to employer retirement plans
Corrigan Krause’s Sheri L. Terens on the SECURE Act, its most recent provisions to take effect, and what employers need to do because of it.
What changes business owners will be watching for in 2025
Brady Ware & Company’s Matt McKinnon on possible changes to the 2017 Tax Cuts and Jobs Act and their expected effects.
How to prepare when potential tax changes seem imminent
Kristen Batke of Corrigan Krause shares what businesses should consider for this tax year and beyond.
Why sell-side diligence is increasingly popular in M&A processes
Clark Schaefer Hackett’s Nick Scharfeld on sell-side due diligence, what it entails and why it’s an exercise that greatly benefits sellers.
The current estate tax and trust exemption expires soon. Are you ready?
There are only 13 months to set plans in motion to take advantage of the current estate tax exemption.
The importance of third-party risk management
Clark Schaefer Hackett’s Tom Armstrong on how to better manage risks inherent in third-party relationships.
What to consider as the estate and gift tax exemption nears expiration
Brady Ware’s Mark Kassens on strategies to take advantage of the estate and gift tax exemption as it currently stands.
Your company’s business classification is worth another look
It’s easy to get in the mindset of business as usual, but market conditions change as do tax laws. If the company’s entity classification was last considered when the business began, it’s time to take another look.
Understanding a business valuation and how to use it
Too often, when business owners get a valuation, they stick it in the drawer and never look at it again. But if they study it, there are things that they can learn to make their business better and more valuable.
How flaws in internal accounting department processes affect company health
Clark Schaefer Consulting’s Jeff Pavelschak and Joe Brown on why internal accounting department process improvement is critical for organizational health.
New accounting standards offer deeper insight into customer relationships
It’s important that companies stay ahead of the ever-changing landscape of GAAP accounting.
How to address shortages in accounting staff
Clark Schaefer Strategic HR’s John Throckmorton and Sam Lickert talk about the issues facing accounting departments and the solutions that exist to address them.
What to consider when investing in real estate
Investors should consult with their professional advisers, including their CPA, before making any major real estate decisions.
Considering the other side in an M&A deal can lead to tax benefits for both
Further, because of the complexity in an M&A transaction, both buyers and sellers should be thinking about the tax ramifications of a deal very early on, well before they plan to sell or acquire a company.
How findings during tax seasons can help shape strategic planning
The story that taxes can tell a business and how to translate that story into better strategic planning.
How to build a transformative executive team
Clark Schaefer’s Peter Olmsted on building a transformative executive team.
The value a quality of earnings report offers ahead of a company sale
Corrigan Krause’s Spencer Helwig on quality of earnings reports — what they accomplish and why they’re important to those considering the sale of their business.
The importance of creating an annual budget and forecast
Brady Ware & Company’s Samuel J. Agresti on the importance of budgeting and forecasting, and how to get the most out of the exercise.
Accounting departments are challenged by outdated documentation
Clark Schaefer Consulting’s Tami Stevens on issues arising from gaps in process documentation.
The importance of estate planning for business owners
Corrigan Krause’s Lynda Doland on the importance of estate planning for business owners.
How HR audits help organizations improve
Clark Schaefer Hackett’s Robin Throckmorton and Patti Dunham on HR audits, what they look to accomplish and why.
How to maximize value through succession planning
Corrigan Krause’s Tom Harrison on succession planning for business owners.
Recent Ohio tax changes and how they’ll affect businesses
Brady Ware & Company’s Matt McKinnon on Ohio’s July 2023 tax changes and their expected effects.
How flaws in internal accounting department processes affect company health
Clark Schaefer Consulting’s Jeff Pavelschak and Joe Brown on why internal accounting department process improvement is critical for organizational health.
Federal tax credits can help offset the cost of clean vehicle purchases
Brady Ware & Company’s Matt McKinnon on clean vehicle credits and how to claim them.
Why internal controls are important for an efficient internal financial audit
Corrigan Krause CPAs and Consultants’ Alexis C. Burch on the importance of having strong internal controls in place ahead of an internal financial audit.
Why sell-side diligence is increasingly popular in M&A processes
Clark Schaefer Hackett’s Nick Scharfeld on sell-side due diligence, what it entails and why it’s an exercise that greatly benefits sellers.
Tips for managing cash flow during uncertain times
Corrigan Krause CPAs and Consultants’ Aaron Apathy on cash flow planning and other changes companies can make to improve profitability and brace for continued challenges.
Even non-tech companies should expect thorough cyber diligence in an M&A process
Clark Schaefer Consulting’s Carly Devlin on cyber diligence and how sellers can prepare for it ahead of a process.
How to uncover hidden tax liability ahead of the sale of a business
Clark Schaefer Hackett’s Kerilyn Boergert on the importance of sell-side diligence to uncover and understand tax issues before selling a closely held business.
How pass-through entity deduction impacts Ohio
Brady Ware & Co.’s Matt McKinnon how businesses and owners can reduce their tax burden by transferring the tax responsibility for some of their income off themselves and back to the company.
Are you ready to answer questions about your triple bottom line?
Clark Schaefer Hackett’s Michael Borowitz about triple bottom line and what it may mean for your business.
What to know about the increase in requests for SOC reports
Clark Schaefer Consulting’s Andrew Sizemore and Jeanne Yang on SOC reports, the reason they’re increasingly requested, and what to expect if you’re asked for one.
How to manage your company through increasing inflation and interest rates
Brady Ware & Co.’s Sam Agresti on how to manage your business through this period of increasing inflation and interest rates.
How to achieve the transition out of your business on your terms
Brady Ware Capital’s Jeff Powell on how business owners can ensure a successful exit from their business and achieve their desired outcome.
Public ESG standards are making their way to private companies
Clark Schaefer Hackett’s David Coomer and Clark Schaefer Consulting’s Seth Rensberger on ESG and how it’s affecting private middle-market companies.
Companies continue to negotiate remote work options
Clark Schaefer Hackett’s Aubrey Chua explores the evolving remote work situation and how companies can set up remote workers for success.
Act fast before newly added cost segregation benefits expire
Clark Schaefer Hackett’s Brendan Walsh looks at cost segregation, its misconceptions and how to use it effectively.
How a quality of earnings report can increase the value of your business
Brady Ware & Company’s Michael J. Kiene explains why QOEs are critical in any transaction and how engaging a third-party CPA can increase confidence in the report.
How automation is helping companies big and small
Clark Schaefer Hackett’s Glenn Plunkett examines how businesses are using automation and custom software development to overcome current business challenges.