When tax season rolls around, neglected accounting tasks can haunt small business owners. It’s a pain to categorize income and expense transactions from memory or track discrepancies among hundreds of ...

In my updated checklist file, I included a “preparer’s work process and procedures checklist.” This started out as a checklist for beginners with step-by-step procedures to follow, but as I got into ...

Engaging an independent accountant is one of the smartest investments you can make as a growing business—not only to stay on top of your finances, but to transform all of those crunched numbers into ...

An audit engagement is a critical exercise for stakeholders such as employees, owners, investors and lenders. For the sake of efficiency, auditors must focus on standard audit tasks; they can't focus ...

Checklists are a method of developing a technique where the right things will be done the right way, in the right order. I am in the habit of developing a checklist for almost everything new I need to ...

As we find ourselves hurtling towards the end of the year, there are a number of things you should be staying on top of in order to best manage your company finances and position your small business ...