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Wealth Management Quarterly Market Update: April 2023
First Quarter Developments As the first quarter ends, equity markets have registered respectable returns, especially given the myriad of issues present. Whether they be bank insolvencies, inverted...
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How Do I Protect My Nonprofit Against Fraud?
Did you know that nonprofit organizations tend to be more vulnerable to workplace fraud? In the Association of Certified Fraud Examiners (ACFE)’s 2022 Report to the Nations, it reported that the median...
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QuickBooks Desktop Discontinuing: Considerations for Next Steps
Inuit recently announced that they would be discontinuing QuickBooks Desktop 2020 effective May 31, 2023. After that date, access to add-on services will end for the application on Windows, including...
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How to Leverage HR Metrics for Improved Business Growth
Managing HR Data can be a daunting task even for the most seasoned business owner or HR professional. Keeping track of employee records, payroll summaries, and attendance records can be overwhelming,...
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4 Benefits of a Wealth Firm With an Ensemble Approach
With market volatility continuing to make waves, it has many investors feeling uncertain about their financial plans and taking a deeper look into the approach their advisors are using to navigate...
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Banking Industry Downfalls: Addressing Common Questions
The recent turmoil in the banking industry has left investors feeling uncertain about the safety of their investments, the strength of their banking relationships, and what next steps to take, if any....
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Is It Time for a Retirement Plan Checkup?
Getting an annual checkup from your doctor can be a great way to stay in good health, but when was the last time you gave your retirement plan account a checkup? Regular checkups can help ensure your...
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Top 4 Tech Spending Priorities for Today’s CIOs
Chief Information Officers (CIOs) are responsible for staying on top of technology trends and owning the overall technology and IT strategy for an organization. With the technology landscape...
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Direct Deposit Fraud: Common Signs and Prevention Tips
Direct deposit fraud is growing in popularity and is something employers should be aware of to protect their employee’s banking information. Direct deposit fraud, also referred to as payroll diversion...
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Does My Business Need a Nexus Study?
Sales tax laws continue to evolve and grow more complex, with most states having unique economic thresholds that require their own correct procedures and paperwork to account for. One example of a...
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Which ERP Solution Is Right for Your Business?
ERP systems are a long-term investment and the demand for one has risen as more organizations are allocating their budget toward one to automate their processes and propel their business into the...
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World Password Day 2023: Password Tips to Keep Accounts Safe
Did you know that there’s a day dedicated to the importance of strong passwords? It’s World Password Day, and it lands on the first Thursday in May. World Password Day was created to bring awareness to...
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Does Your Organization Have a Data Hoarding Problem?
Businesses typically generate large amounts of data on a daily basis. With hybrid workplaces growing in popularity, employees expect to be able to access workplace data on multiple platforms, causing...
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Time Is On Your Side: The Advantages of Saving Early for Retirement
Time is your friend when it comes to saving for retirement. This is because of something called compound growth. When our investments earn a return, those returns are reinvested so they may continue to...
View ArticleHIPAA Data Compliance: Are Your Cybersecurity Protocols Strong Enough?
Protecting sensitive and personal data is a challenge at the forefront of many organizations but extra precautions are necessary in healthcare practices. In 1996 the Health Insurance Portability and...
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The Benefits of Utilizing a Fractional CFO
Bringing in an outside resource like a fractional CFO to navigate your financial challenges and develop clarity around your unique financial situation may seem overwhelming. Although the thought of...
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Preparing for the Future: The Importance of Succession Planning
Have you recently asked yourself, “Is my business prepared for its next generation?” As a business owner, you know the importance of planning ahead and tackling unexpected challenges, which is why...
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3 Benefits of Using Cloud ERP Software
In today’s fast-paced business landscape, staying competitive requires adaptability, agility, and efficiency. Cloud enterprise resource planning (ERP) software has emerged as a game-changer for many...
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Bookkeepers vs. CPAs: Key Differences and Benefits
As a business owner, you juggle many financial responsibilities, from tracking transactions and managing invoices to staying compliant with ever-changing tax laws. As your business grows, you will...
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5 Tips to Maximize Your Tax Savings
As a business owner, you know that minimizing your tax liability is crucial for your company’s financial health, but navigating the complexities of tax planning can feel like trying to find your way...
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