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Business Tax, Audit & Advisory Solutions Blog

Tips for those Working Remotely
As we, and so many other companies enter the second week of working from home, and many who have had...

Families First Coronavirus Response Act
*The situation is continually in flux, so please check back for the most up-to-date information* On March 18, President Trump...

Profitable Growth, Take 2: Gaining Measurable Results from a Waste Audit
An efficient route to profitable growth for many businesses lies in a waste audit. As I shared in my previous...

Conducting a Waste Audit for Profitable Growth
Most business owners look at profitability as a one-way street, as a simple equation where more revenue equals more profitability....

1031 Exchanges: A Go-To Strategy for Businesses and Investors
Real estate transactions are showing no signs of slowing down, and part of the reason is a popular section of...

GPS Diagnostic: Identify Your Top Factors to Maximize Growth and Profit in Your Business
Whether you’re interested in exit planning or discovering opportunities for growing your profits, planning is an essential part of any...

Prepare for Success with a Change Success Diagnostic
Is your company preparing for a big change? We’re the first to admit that corporate change initiatives can be daunting....

Vacations Are an Asset – an Orange County CPA Firm’s Perspective
This summer I took my first three-week vacation, and I learned a great deal about preparing for a successful vacation....

Top 10 Fraud Prevention Tips for Business Owners and CEOs
Given the number of stories in the news, the phishing scams delivered to our email, and the portrayal of crazy...

Telling Your Business’ Story for a Successful Exit
I was recently speaking to a group of business owners, and when asked how many had received unsolicited offers to...

Real Estate Financial Reporting: GAAP vs. Income Tax Basis
Whether you’re forming a new real estate entity, or whether you’re considering refinancing an existing one, owners and managers of...

Preventing Occupational Fraud
Occupational fraud is much more common than most CEOs think. According to the Association of Certified Fraud Examiners Inc.’s “2018...
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