Category: Insights

Savor September: Celebrating the Season’s Harvest

Savor September: Celebrating the Season’s Harvest

Bid adieu to summer, September is here, and with it comes a change in fare at local markets.

Trade and Tariff Updates: How Business Leaders Are Navigating the Latest Changes

Trade and Tariff Updates: How Business Leaders Are Navigating the Latest Changes

In August 2025, President Donald Trump launched a sweeping expansion of tariffs aimed at rebalancing the trade deficit and boosting U.S. manufacturing.

OBBBA’s Updates to Energy Tax Credits

OBBBA’s Updates to Energy Tax Credits

If you’re planning to take advantage of clean energy tax incentives, you need to act soon as The One Big […]

Quarterly Financial Reporting: Keeping Score and Adjusting Your Game Plan

Quarterly Financial Reporting: Keeping Score and Adjusting Your Game Plan

Fall is here, and that marks the return of football, a game we admire not just because we love the strategy and action, but because, as financial professionals, any game where play is divided into quarters strikes a chord with us! Yes, we’re converging on the end of a fiscal quarter, and it’s time to look at the monetary scoreboard to see how your business’s game plan is panning out.

School’s In Session

School’s In Session

Sound the bell—we’ve got a pop quiz to test your knowledge about back-to-school traditions around the world.

Planning To Win

Planning To Win

How smart businesses use strategic planning to stay ahead.

OBBBA’s New Legislation for Individuals

OBBBA’s New Legislation for Individuals

The One Big Beautiful Bill Act makes provisions for individuals that will take effect in 2025 and extend beyond 2025. […]

OBBBA’s New Legislation for Businesses

OBBBA’s New Legislation for Businesses

The One Big Beautiful Bill Act makes provisions for businesses that will take effect in 2025 and extend beyond 2025. […]

OBBBA Auto Loan Interest Tax Deduction

OBBBA Auto Loan Interest Tax Deduction

A new tax break included in The One Big Beautiful Bill Act (OBBBA) could ease the financial burden of car-buying […]

America’s Greatest Golf Destinations for Late Summer and Fall

America’s Greatest Golf Destinations for Late Summer and Fall

There’s magic on the links as summer fades and autumn’s hues begin to highlight the breathtaking landscapes of America’s great golf courses. These courses promise unforgettable rounds during this seasonal sweet spot.

Back-to-School Financial Tips for Families

Back-to-School Financial Tips for Families

Summer is winding down, and that means parents everywhere are bracing for the annual ritual of back-to-school spending. From supplies and school fees to extracurricular activities, costs can add up quickly and stress family budgets. But with careful planning—and by taking advantage of available tax benefits—families can ease the financial impact of the new academic year.

Time for a Tech Upgrade?

Time for a Tech Upgrade?

Staying current with technology is essential for the life of your business, from customer experience to data security.

The Art of the Project: How To Be an Expert Project Manager

The Art of the Project: How To Be an Expert Project Manager

Project management is more than just ticking boxes on a checklist or updating Gantt charts. It’s the art of turning ideas into reality—on time, within budget, and to the satisfaction of all stakeholders.

Accounting Tips for Seasonal or Summer-Based Businesses

Accounting Tips for Seasonal or Summer-Based Businesses

Seasonal and summer-based businesses—whether beachside ice cream stands, landscaping companies, outdoor adventure operators, or summer camps—face unique accounting challenges. Income and expenses are concentrated in a few peak months, requiring savvy financial planning to avoid off-season hardships and seize opportunities for growth.

Hero or Zero? Test Your Sandwich Smarts!

Hero or Zero? Test Your Sandwich Smarts!

It’s National Sandwich Month! We salute the sumptuous staple of cuisines the world over with this sweet stack of brain appetizers, revealing whether your sandwich smarts make you a hero or a zero. Bon appétit!

Gardening for Beginners: Tips and Tricks To Get You Started

Gardening for Beginners: Tips and Tricks To Get You Started

There’s something magical about getting your hands in the earth and watching new life spring from the soil. Gardening isn’t just a rewarding hobby; it’s also a great way to connect with nature, boost your mood, and even grow your own fresh, unprocessed food.

One Big Beautiful Bill Act

One Big Beautiful Bill Act

Our goal is to provide necessary updates that will keep you informed and prepared. This summary reflects our current understanding […]

It’s Prime Time for Home Improvement

It’s Prime Time for Home Improvement

Summer is the perfect season for home improvement. Longer days, warmer weather, and the urge to refresh and renew our spaces provide natural inspiration to tackle projects that not only enhance your daily life but also add significant value to your home, from painting and landscaping to roof replacements and deck installations.

Viva La Revolution!

Viva La Revolution!

July is when we celebrate Independence Day with a bang. But the American Revolution wasn’t the only occasion people fought against the establishment. From the streets to the stage and screen, test your knowledge of revolutionary events and characters in this month’s Fact Funhouse quiz!

Strategic Tax Planning for Real Estate Investors

Strategic Tax Planning for Real Estate Investors

Real estate investing offers unique tax advantages that can significantly enhance profitability when leveraged strategically. Investors who understand and implement key tax strategies can defer capital gains, reduce annual taxable income, and optimize long-term wealth accumulation.

Pricing Strategy Review

Pricing Strategy Review

In today’s seemingly unpredictable business environment, pricing isn’t just about covering costs and making a profit—it’s a strategic lever that shapes brand perception, drives sales, and determines your competitive position. Regularly reviewing your pricing strategy is essential to ensure you remain profitable, relevant, and competitive.

How To Keep Your Customers

How To Keep Your Customers

Retaining existing customers is more than just a smart move—it’s essential for sustainable growth. Studies show that repeat customers spend up to 70% more than new ones, and increasing customer retention by just 5% can boost profits by 25% to 95%. As we enter the second half of 2025, successful businesses are doubling down on customer retention initiatives to maximize customer lifetime value (LTV) and secure long-term success.

Level Up Your Team and Your Game

Level Up Your Team and Your Game

Ongoing employee training and professional development aren’t just perks—they’re essential strategies for organizational success. Regardless of your industry or profession, investing in your team’s continuous learning pays dividends in both performance and satisfaction.

Embracing Automation in Accounting

Embracing Automation in Accounting

The accounting landscape is undergoing a transformation, and at the heart of this change is automation. As we move through 2025, automation is no longer a buzzword—it’s a necessity for small businesses seeking efficiency, accuracy, and strategic insight. Here’s why embracing automation in accounting matters now more than ever, and what you need to know to stay ahead.