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
SUMMER TRAVEL? ARE BUSINESS TRAVEL EXPENSES A TAX DEDUCTION?
I know you won’t be surprised if the answer to that question is “Maybe”. It depends on your employment status and the nature of the trip itself. Employee business expenses are no longer an itemized tax deduction. Therefore, travel expenses for a W-2 employee cannot...
What the April 23, 2026 Final Order Means for Cannabis Rescheduling
On April 23, 2026, the Department of Justice (DOJ) and Drug Enforcement Administration (DEA) issued its long-anticipated Final Order, which took effect upon publication in the Federal Register on April 28, 2026. The Final Order partially reschedules certain...
Client Alert: New Jersey Employers: Assume Your Workers Are Employees Until You Can Prove Otherwise
New Jersey Independent Contractor Misclassification | ABC Test New Jersey | Employee vs Independent Contractor New Jersey has confirmed, once again, that misclassifying employees and independent contractors will result in significant issues for employers. You should...
Happy 2026! Tax Information for our Clients
This year we will again be implementing a deadline for all our individual tax return clients to provide us with their tax documents in order for us to get our work completed by the original due date of April 15, 2026. Please provide your tax documents no later than...
Cannabis Industry Update
In December 2025, President Trump signed an Executive Order to accelerate the reclassification of marijuana from Schedule I to Schedule III under the Controlled Substances Act, a move that would lessen restrictions and penalties associated with the drug. For tax...
How to Round in New Jersey
What happened to the penny bowl that used to be a fixture next to almost any business’s cash register? Gone, now that the cessation of penny production has led to a penny shortage. As a result, New Jersey now allows, but does not require, businesses to round up or...