Written by David J. Neuman, JD Tax & Legal Manager The recent developments in business succession planning have introduced new challenges that business owners must carefully navigate. Traditionally, many closely held businesses have relied on life insurance policies on their owners as a key component of their…
Bookkeepers, Controllers, and Chief Financial Officers (CFOs) are crucial to managing an organization’s financial health. Understanding the responsibilities and differences between these roles is essential for effective financial management. This article explores each role, highlighting the differences. Please reach out to our Partners, Moussa Hasbani or Maritza Ortiz if you are interested in…
Written by Nick Grgas Audit Director In the complex world of business, fostering a strong relationship between clients and accountants is not just beneficial—it’s essential for success. It’s clear that the most productive accounting relationships are those built on continuous communication and mutual understanding. Unfortunately, many businesses still…
