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
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...
Can Productivity Keep Driving the U.S. Economy?
Productivity of U.S. workers increased by 2.7% in 2023 — well above the average annual rate of 2.1% since the end of World War II, and a dramatic change from 2022, when productivity dropped by 2.0%. It's also a big improvement over the 0.9% growth rate in 2021.1...
Beneficial Ownership Information Reporting
On September 29, 2022, the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCen) issued a final rule implementing the bipartisan Corporate Transparency Act’s beneficial ownership (BOI) reporting provisions. The new rule will require business...
IRC 83(b) Election: Is This the Right Choice for You?
You may be wondering what the IRC 83(b) Election is and what the benefits and disadvantages of this election are. We’ll be explaining what it is, why you may want to make the election, and when to do so. Election and Understanding Let’s start off by explaining what...
QuickBooks Online Tip: Uncover the Power of the Online Desktop App
Did you know that Quickbooks Online has a desktop application that can be downloaded? You might think that the Quickbooks desktop version and the Quickbooks Online desktop app are one and the same, but you would be mistaken. Most users have a definite preference. If...