S E R V I C E S

Closely-Held Businesses

An audit for your organization can provide extremely valuable information about your business. Not only can you have a better understanding of your financial position, how your business operates, uses cash and assumes risk, but you can also pinpoint areas where you may be lacking in institutional control, operational efficiencies or regulatory compliance.

Benefits of regular audits can include improved interest rates, increased protection from risk and legal liabilities, and access to more capital.

OUR SERVICES
  • Financial Statement
    • Audits
    • Reviews
    • Compilations
  • Tax Return Planning & Preparation

Understanding Operational Risk in Nonprofits: Key Challenges and How to Address Them

| NONPROFIT | No Comments
Nonprofit organizations face a unique set of operational risks that can significantly impact their ability to serve their communities and achieve their mission. These risks, if not properly managed, can…

Tech and GovCon: Navigating Intellectual Property Rights Under Government Contracts

| GOVERNMENT CONTRACTING | No Comments
In the fast-paced world of government contracting, particularly for technology firms, managing intellectual property (IP) can be one of the trickiest aspects of doing business. While securing a government contract…

External Environmental Risks in Nonprofits: Navigating Economic, Political, and Natural Challenges

| NONPROFIT | No Comments
Nonprofits operate in an environment where external factors—often beyond their control—can significantly impact their ability to serve their communities and achieve their mission. From economic downturns to political shifts and…

Webinar | Estate Planning & Tax Law Changes for High Net Worth Families

| BSB News | No Comments
This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth…