Only 30% of small businesses offer their employees a retirement plan, meaning the majority are missing out not only on an employee retention tool, but also an important tax-savings strategy. A well-designed retirement plan can lower your tax burden, help you compete for top talent and even pay for itself through federal credits. And thanks […]
8 CFO Due Diligence Errors That Can Kill a Deal
Due diligence is where business deals are won or lost — and CFOs are often at the center of it. In fact, it’s not uncommon for deals to unravel in the months that follow closing, when buyers discover what they didn’t know or didn’t look hard enough to find. For CFOs leading the charge on […]
2026 Mid-Year Tax Planning: Savings Opportunities for Small Businesses
When’s the best time to lower your tax bill? Hint: It’s not April. It’s right now. 2025’s One Big Beautiful Bill brought significant business tax changes, opening up several strategies worth reviewing before year-end. And the sooner you plan, the more you might be able to save. Consider setting up a tax-favored retirement plan. Contributions […]
Compensation Transparency is Now a Competitive Advantage
Pay transparency is reshaping the workplace. Is your business ready? Not long ago, it was a major HR violation to compare paychecks. Employee salaries were kept tightly under wraps, and employees were prohibited from discussing their earnings with coworkers. But as of 2025, 15 states have enacted laws requiring employers to disclose pay ranges for […]
COVID-era Tax Penalties: There May be Money on the Table — But Not for Long
A recent federal court ruling, Kwong v. United States, has opened a potential window for taxpayers to recover certain IRS penalties and interest tied to the COVID-19 pandemic. If you paid failure-to-file or failure-to-pay penalties during that period — or have unpaid assessed amounts — you may be eligible for a refund or abatement. The […]
The Financial Metrics That Investors are Really Looking at
Your financial metrics tell a story about your business’s fiscal health. As a business owner, you’re almost certainly reading them differently than a potential investor or funding source. Where you might see profitability and growth, they’re evaluating likely risks and returns. Understanding which numbers investors care about (and why) can mean the difference between a […]