Insight Tag: Business Planning
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Article
Understanding Net Asset Classifications: A Key to Financial Clarity
Not-for-profits play a vital role in addressing community needs, relying primarily on donor generosity. Effective financial management hinges on accurately tracking asset restrictions, which are critical for decision-making. This article outlines net asset classifications, highlights best practices for their management, identifies common challenges, and suggests resources for future guidance.
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Article
The Future of QuickBooks: Getting Ahead of the Change
As of July 31, 2024, new subscribers can choose between QuickBooks Online (QBO) and QuickBooks Enterprise. Existing subscribers will still be able to renew their QuickBooks Desktop Pro and Premier subscriptions, but these options are no longer available to new subscribers. The biggest impact will be for new businesses or QuickBooks Desktop users without an active subscription. For several years, Intuit has poured its resources into enhancing QuickBooks Online, to make it more robust and user-friendly while adding new features.
Jun 26, 2023
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Article
No Small Decision: ERP Systems – from Selection to Implementation
Every manufacturing company aims to stay ahead of the game in terms of managing resources effectively.
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Article
When a Plan Comes Together: Business Succession Strategies
While your business may not look exactly as it did before, it may be the right time to rekindle those tabled discussions about the long-term future of your business.
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Article
5 Steps to Business Financial Success in 2023
It is not too late to set your business finances up for success in 2023.
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Article
Why Accounting is an Investment and Not a Cost
In my 30+ years in the industry, too often I’ve witnessed owners that treat the accounting and finance function of their business only as an expense or cost center.
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Blog
Healthy Headspace in the Workplace
Employers are in the driver’s seat when it comes to implementing mental wellness strategies in the workplace and offering a preventative approach to employees’ mental health.
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Blog
Is Your Retirement Plan Growing with Your Business?
Sponsoring and maintaining a retirement plan for a small business can seem daunting.
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Blog
Considering An ESOP Exit Strategy?
When you choose to embark on an Employee Stock Ownership Plan (ESOP) journey, you’ll have the opportunity to sell all (or just a portion) of your own investment in the company to employees while keeping you in the driver’s seat to maintain continuity and control of the business.
May 4, 2023
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Newsletter
Benefit Insights Newsletter | Spring 2023
Learn about the importance of education Plan Participants, because the more they know, the better.