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    Assessing Your Options: M&A, PE and Hybrid Deals

    Posted: August 4, 2023
    CPAs need to be realistic about the changing marketplace. They need to understand the powerful impact that private equity has now and will have in the future and for those firms wishing to remain independent, they need to have formal succession plans.
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    A Student’s Takeaway from the NJCPA Convention

    Posted: July 17, 2023
    I felt honored to represent the next generation of accountants at the NJCPA Convention & Expo for the second time at the Atlantic City Borgata Hotel in June,
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    Top 5 Myths About Working with Cannabis Clients

    Posted: July 12, 2023
    Cannabis accounting is one of the most rewarding industries for those who love the challenge of navigating complex accounting and tax issues, implementing systems and controls and helping clients manage the financial health of their business while maximizing cash flow.
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    Navigating the Transition to Cloud Accounting: Best Practices for Accountants

    Posted: June 27, 2023
    By using cloud software, accountants can benefit from automatic backups and secure data encryption. It is more flexible, scalable, collaborative and secure. Here are some best practices to consider.
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    Exceptional Client Experiences Start with Reviewing Financial Goals

    Posted: June 13, 2023
    If your clients seem content with your work, why should you take the extra step to focus on both their personal and business financial goals? Trust. Satisfaction. Retention.