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All About Service Businesses (15)

5 Strategies to Diversify Concentrated Stock Positions

Business owners and executives pour their hearts and souls into building a successful company. Often their hard work and dedication pays off, quite literally, with the sale of the business to a publicly traded company. Those corporate executives and...
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Two Fraudsters. One Billing Scheme. $1.4 Million Dollars.

Despite what many business owners would like to believe, instances of fraud often crop up when we least expect. Even the best of us can miss the signs of a fraudster in our midst, and as the size of a company increases, so do number of places a fraudster...
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How to Choose an Employee Benefit Plan Auditor

In a letter to administrators of “large” employee benefit plans — plans with more than 100 participants — the U.S. Department of Labor reported high levels of concern about the audit quality of employee benefit plans as well as the CPAs who perform them.
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What Do Your Financial Statements Say About Your Company’s Future?

Motivational speaker Zig Ziglar once said “how you see your future is much more important than what happened in the past.” The same holds true for business owners and how they view their businesses.
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DOL’s Fines for Deficient Employee Benefit Plan Audits are Fast, Furious and Frightening

A recent report released by the Department of Labor (DOL) shows their high level of concern about the audit quality of employee benefit plans. The report’s findings should raise concern for participants, plan sponsors and trustees as well.
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Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
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