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A Magic Formula: How Often You Should Meet with Your CPA
As financial experts, we recommend meeting with a CPA at least quarterly, though the frequency may vary depending on the current phase of your business. These meetings aren’t just about reviewing reports. In-person meetings provide a platform for open discussions that could lead to valuable insights and may uncover critical issues or opportunities for
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Why Succession Planning is Your Secret Weapon for Growth
Every entrepreneur will tell you that building a successful business is exhilarating – and the thought of letting it go is stressful. You’ve poured your heart and soul into nurturing your business, but what happens when it’s time to pass the torch?
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Are You Ready to Comply with SECURE 2.0 Act: Shaping the Future of Retirement Savings with Automatic Enrollment
The impact of automatic enrollment in 401(k) plans is becoming increasingly evident. On average, 401(k) plans with an automatic enrollment feature have a 20% higher participation rate than plans without. This translates to a more financially secure future for your workforce. However, the landscape is set to shift further.
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