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 […]
Small Business
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 […]
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 […]
Does Your Retirement Plan Require an Audit?
For many plan sponsors, it starts with a letter. You receive a notice that your retirement plan now has 100 participants, and you’re required to have an independent audit. This may be the first you’ve ever heard of an employee benefit plan audit, and here’s what you need to know: Who needs an employee benefit […]
Internal Controls 101: What Your Auditor is Looking For
Most business owners assume an audit is about checking whether their numbers add up. But there’s a lot more to an audit than ensuring the accuracy of your financial reporting, and it all comes down to internal controls. Internal controls are the checks and balances your organization puts in place to mitigate risk and protect […]