Middle Market Companies
For over 80 years, our firm has delivered consistent, prudent advice to our clients that minimizes financial surprises and increases propensity for growth. Investment in your success is our fundamental mission.
Our expert advice, steeped in decades of experience, will help guide your small or medium size enterprise toward better performance, lower risk, and excellence in delivering your products and services.
We offer expert services for SMEs in:
Knowledge
- Embed and enhance analytics ecosystem
- Management accounting services
- Financial visualization development
Strategy
- Strategic analysis of business opportunities
- Financial function reviews
- Revenue and product pricing reviews
Revenue
- Accounts payable audits
- Product profitability analysis
Efficiency
- Financial modeling
- Purchasing and procurement function reviews
- Spending analysis and benchmarking
- Vendor contract compliance reviews and expense audit
Results
- Advance analytic and predictive analytics
- Contract negations
Industry Insights
Shareholders Running Afoul of the IRS
Many small businesses are taxed as S corporations because of tax benefits, such as the ability to avoid corporate tax on certain business earnings. Unlike C corporations, S corporations generally do not pay federal income taxes at the corporate level. Alternatively,...
Mastering the Art of Working *On* Your Business, Not *In* It
Running a business requires a delicate balance between day-to-day operations and long-term growth planning. The difference between working *in* your business and *on* your business is crucial to understand for your business to reach sustainable success. Working *in*...
An Update on Employee Retention Credit Claims
Did you claim the ERC (Employee Retention Credit) and are you still waiting for it to be processed? The IRS suspended processing of ERC claims submitted after September 14, 2023, amid allegations of widespread fraud. There is good news for the businesses that were...
FTC Unsuccessful in Court Challenges of Non-Compete Agreements
The recent overturning of the Federal Trade Commission’s Non-Compete Clause Rule that would have rendered most non-compete clauses unenforceable has reignited debate over workers' rights and business protections. This decision, which preserves the ability of employers...
Breaking News: Non-Compete Agreements Banned by the FTC, But Will it Last?
On Tuesday April 23, 2024, the Federal Trade Commission (“FTC”) issued a final rule that prohibits making or enforcing non-compete provisions for the majority of employees. The rule is expected to be effective on or around August 21, 2024. On the effective date of the...
Credit Card Surcharges
The first time I became aware of a seller trying to defray the cost of credit card fees was some years ago when I was purchasing gas and saw that at this particular station the price was less when the payment was in cash. For many years in my universe that price...