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
Client Profile – Karen Sherman and Carmen Rone
Restaurant Group DBA Tomatoes, The Lot, Done Take Out I caught up with Karen and Carmen on an overly humid May Thursday afternoon at the site their latest concept – born out of necessity - The Lot, located adjacent to Tomatoes’ Restaurant on the Margate Bayfront...
PPP Loan Forgiveness can be a Challenge in More Ways than One
Everyone from your hairdresser, your church pals, and your brother-in-law, to your car salesperson seems to be an expert on PPP loans. PPP discussions are unavoidable these days; even my eight year old heard about it from TikTok. She thought she was back to our...
Consider Maximizing the Resources of Your Accounting Professional to Assist in Reaching Your Financial Goals
Come this July, I will have spent fifty years in the accounting profession with Capaldi Reynolds & Pelosi. Since my retirement in September of 2018, I have been serving as an advisor to the Firm. As we approach that time of year (tax filing season) when many...
Internal Controls in a Remote Environment
Occupational fraud continues to challenge nonprofit organizations. According to the 2020 Report to the Nations by the Association of Certified Fraud Examiners (ACFE), the median loss to the reported nonprofit organizations was $75,000 and the average loss was...
“Salt Workaround” Proves to be a Success
The IRS confirmed what many were hoping to be true regarding the States’ attempts at a “SALT Workaround”. The acronym for state and local tax or “SALT” became popular when The Tax Cuts and Jobs Act of 2017 was signed into law on December 22, 2017. This legislation...
Year End Tax Planning Considerations Under A Biden Tax Plan
As the close of year 2020 is rapidly approaching, I’d like to mention a few tax planning thoughts that should be considered before year-end, assuming that the Senate changes hands before the start of the President Elect’s administration. Keep in mind that in order for...