People in motion in office lobby

Insights

Recent Insights

Woman standing in front of office windows at night working on laptop

Video

December 22, 2020

Listen to our client interview about their sales tax reverse audit to learn how we helped this manufacturer recover overpaid cash and lower sales & use tax.

Webinar Recording

May 28, 2021

Find out what is the New Markets Tax Credit program & how family offices and private investment funds can take advantage of the NMTC program.

Not For Profit Podcast thumbnail

Podcast

May 6, 2024

17:04

Speakers: Kristen Jenei

Explore the benefits of Sage Intacct for nonprofit organizations. End manual entries, reduce accounting mistakes and gain data visibility.

Podcast

November 16, 2021

31:01

Speakers: Scott M. Moss

Get insight on the current state of the SPAC market, recent transaction activity, market response to recent regulatory directives, and the 2022 outlook.

Video

January 19, 2023

In this video, we guide you through the proper enterprise resource planning (ERP) implementation to position your private equity firm for success.

Construction site with workers standing on the top of concrete walls and pillars

Article

May 22, 2024

Updated: August 19, 2026

Discover how outsourced accounting services for construction companies can propel growth and help maintain financial stability for your business.

business people meeting to discuss and brainstorming the financial report paperwork in home office

Case Study

September 13, 2024

Learn how CVSA implemented Sage Intacct and outsourced accounting for grant accounting, payroll, and financial management for its nonprofit organization.

Top down view of three business professionals looking at charts and graphs

Article

March 28, 2024

Learn about the IRS's designation of CRAT transactions as listed transactions, prompting proposed regulations to address tax avoidance.

Case Study

January 24, 2023

Learn how we helped Byron Health Center increase its capacity and better serve its current residents with New Markets Tax Credit Allocation.

Case Study

January 24, 2023

Get our case study about the New Markets Tax Credit Allocation for the Emerge Center, a new facility dedicated to serving children with autism.