Names are sorted alphabetically by first name.A.J. KnappAdam SchultzAlan HillAllie HintonAndrea McLaneAndrew GeiserAndrew JamesAngie IsaksonAnita MartinAnnie YoderBecca JohnsBen AntonelliBen FroeseBrent ArditBrian KempfBrigette LaffertyCandice RoweChad BiceChad GorfidoChad WeltyCheryl CoblentzChris AxeneChris RoushCindy Kula (Retired)Cody KiserCody NieseCraig ChaseDanny SklenickaDarlene FinzerDave McCarthy (retired)David ShallenbergerDawn SchuhDee GrayDerek ConradDon GrasslerDon McIntosh (retired)Doug HouserDuncan CopelandDustin RaberDustin SheppardErin ClineGreg SpeeceGuestInez BowieJack MiklosJared CottrellJason MartinJeff RappJennifer KassermanJeremy SenftenJessica HartJordan MillerJorn BaxstromJoseph GiorgioJoseph PoppJoshua AginJoss CeluchJudy Mondry (retired)Kaitlyn RobisonKate MatzKathy LaMonicaKatie BrownKatie SnyderKealey MooreKyle StempleLamarcus CrowdersLauren HoltLesley MastLisa BeamerMaribeth Wright (Retired)Mark BeebeMark McKinleyMark Van Benschoten (Retired)Matt LongMatt PottmeyerMelissa DunkleMichaela McGinnMichelle AlbroMichelle ThompsonMike LewisMike Taylor (Retired)Mindy Gallman Mitchel HuffmanMorgan HelmickMyles RoushPaul GregoryPaul McEwanPaul WeisingerPeggy MinnigRebecca WeiandRenee WestRyan BrickwoodRyan DumermuthScott BechtelSteve NaughtonSteve RennerSteve RothTammy HaneyTed KlimczakTodd Mizer (retired)Tom JeffriesTom ScharfTravis StrongTrista AckerZac Morris
Accounting & BookkeepingAuditingBenefitsBudgetingBusiness AdviceBusiness PlanningBusiness ValuationsClient Advisory ServicesConstructionConsultingCOVID-19Cybersecuritydebt reductionElectionEmployee Benefit PlansEstate PlanningFinanceFraud PreventionGovernmentGrowthHuman ResourcesInvestmentOperating BudgetPayrollPersonal FinanceRed Flag ReportingRetirementSmall BusinessState & Local TaxSuccession PlanningTaxTranscript
Mar 20, 2024
Article
What is Phishing? Understanding and Protecting Against Cyber Threats
Cybersecurity has become a necessary defense for all businesses and organizations. It can no longer be ignored. One of the most common and insidious threats we continue to face is phishing, likely because the bad actors are still successful at getting us to fall for their tricks. Let’s demystify phishing, providing you with practical tips to safeguard your digital life.
Mar 19, 2024
Article
Cultivating Excellence: A Blueprint for Vibrant Workplace Culture
Fostering an incredibly positive and productive workplace culture may sound like a pipe dream in today’s business environment—but it has become a necessity if you want a company that grows successfully. Companies that excel in creating such environments don't just attract top talent; they retain them, ensuring sustained growth and innovation. But why is cultivating this culture so crucial, and how can your organization achieve it? Let’s dive in, focusing on tangible benefits and actionable strategies, navigating the complex terrain of employee engagement and organizational development.
Mar 18, 2024
Article
Streamlining Financial Reporting for Not-for-Profit Success
Not-for-profits play a pivotal role in educating, inspiring, and benefiting communities globally, funded predominantly through the generosity of donors. The transparency and efficiency of financial reporting are essential, directly influencing the organization's capacity to serve and make a significant difference. This discussion delves into optimizing financial processes to amplify mission success, underscoring the direct link between financial stewardship and community impact.
Mar 7, 2024
Article
The Future of QuickBooks: Getting Ahead of the Change
As of July 31, 2024, new subscribers can choose between QuickBooks Online (QBO) and QuickBooks Enterprise. Existing subscribers will still be able to renew their QuickBooks Desktop Pro and Premier subscriptions, but these options are no longer available to new subscribers. The biggest impact will be for new businesses or QuickBooks Desktop users without an active subscription. For several years, Intuit has poured its resources into enhancing QuickBooks Online, to make it more robust and user-friendly while adding new features.
Mar 6, 2024
Newsletter
Plain & Simple | Winter 2024
We are off to a good start in the new year! I hope 2024 has begun with optimism and prosperity for you and your businesses. Reflecting on the challenges of 2023 – from inflation to supply chain disruptions – it’s inspiring to see how resilient and adaptable we’ve all been. Looking ahead, I see a year of renewed potential, with the economy regaining its footing and businesses poised for growth despite the uncertainties of new tax policies and the upcoming election.
Feb 27, 2024
Article
Navigating Financial Success: Why and When You Should Embrace Budgeting
Do you know that a significant percentage of small and mid-sized manufacturing businesses do not have an annual operating budget? As you explore how a budget can drive important business decisions, this introductory article marks the beginning of our comprehensive budget series where we explore the why, when, and how of budgeting. Future articles will move you through the process and explain how to pull it all together. Let’s get started so you can understand how your business is performing!
Feb 20, 2024
Article
Retirement Planning for Entrepreneurs: A Beginner’s Guide
Embarking on the entrepreneurial journey is a bold and rewarding endeavor, but it comes with unique challenges, especially regarding retirement planning. As author Stephen Covey wrote, “Begin with the end in mind.” Your financial future is intricately tied to the success of your business venture. In this guide, we’ll look at the complexities of retirement planning for entrepreneurs, offering insights and strategies to ensure your golden years are as fulfilling as your entrepreneurial journey.
Feb 19, 2024
Article
The Future of QuickBooks: Getting Ahead of the Change
As of July 31, 2024, new subscribers can choose between QuickBooks Online (QBO) and QuickBooks Enterprise. Existing subscribers will still be able to renew their QuickBooks Desktop Pro and Premier subscriptions, but these options are no longer available to new subscribers. The biggest impact will be for new businesses or QuickBooks Desktop users without an active subscription. For several years, Intuit has poured its resources into enhancing QuickBooks Online, to make it more robust and user-friendly while adding new features.
Feb 16, 2024
Article
Staying Secure During Tax Season: Your Guide to Avoiding Phishing and Smishing Scams
As we approach another tax season, it's not just the crunch of numbers that should be on our minds but also the heightened risk of falling prey to cyber scams. The Internal Revenue Service (IRS), following its eighth annual Security Summit, has issued an early reminder: Be vigilant against phishing and smishing scams. This advice isn't just for those in the U.S. − cybercriminals are sharpening their tactics globally. Let's walk through essential tips to help you navigate this tricky period safely and confidently.
Feb 15, 2024
Article
Important Information Regarding the Corporate Transparency Act
The Corporate Transparency Act (signed into law on Jan. 1, 2021) expanded anti-money laundering laws and created new reporting requirements for certain companies doing business in the US. Beginning in 2024, many small businesses are required to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN) in an effort to create a national database for use by national security and law enforcement agencies to prevent the use of shell companies for criminal activity.
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