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
IRS Technical Correction to Qualified Improvement Property
As we near the end of an unprecedented year, I wanted to touch upon one of the provisions the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) enacted regarding qualified improvement property (QIP) and the “technical correction” (Revenue Procedure...
Third Party Payer Audits: The Importance of Compliance Programs
Any healthcare provider that submits claims to third-party payers is familiar with audits, whether undertaken by private insurers, the Centers for Medicare and Medicaid Services (CMS) or the relevant state Medicaid agency. The most common methodologies used by...
How Teleworking May Impact Your Tax Obligations
As the COVID-19 outbreak continues, many employers are continuing to encourage or require their employees to work from home (i.e., telework). Such remote working arrangements could potentially have tax implications that should be considered. State tax obligations for...
Fed 101
If you’ve seen “Hamilton” you know that our nation’s first central bank was his brainchild, created in 1791 over the objections of many of our founding fathers who thought the concept unconstitutional. That first bank had a twenty year charter that wasn’t renewed. Our...
Metrics within a Bonus Plan for a Closely Held Medical Practice
I’d like to start off this article by addressing a few of the conditions we as employees, owners, and citizens are experiencing in our daily lives and our employment situations, and how that relates to this article and the article published in our last newsletter. As...
Covid-19 could change your financial statements and audit
Among the many far-reaching effects of the pandemic is the immediate effect it is having on financial statements and the way accountants need to audit them. The AICPA recently issued two Special Reports about these matters to help management and their accountants...