“For many people, college sets the stage for life. Making sure your children have options when it comes to choosing a university can help shape their future. Work with them today to make goals and develop habits that will help ensure their success.” As a parent, you of course want to give your child the […]
Is It Time – When to Exit Your Business?
Have you been thinking about sitting on a beach in Cabo, or playing golf at Whistling Straits, or spending more time with family. Maybe all three. You invested substantial financial resources, including time away from your family building your business. Is it time to take that next step? Is it time to EXIT? Your family-owned […]
Client Success Story: VSWC Architects
VSWC Architects Inc. is an industry-leading design firm specializing in architecture, master planning and interior design for a variety of public and private sector clients. With a 70-year history, they have successfully created hundreds of client relationships and have maintained an increasingly enviable project portfolio. Their clients include Coney Island, Community First Solutions, Hocking College, […]
Secure 2.0 Act of 2022 Key Takeaways
The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. The law builds on and expands the SECURE Act of 2019 and it expands coverage, increases retirement savings and simplifies retirement plan rules. Some of the key provisions of the Act include: EFFECTIVE DATE DECEMBER 29, 2022 Optional Treatment of Employer […]
Client Success Story
Rick and Lilah Reichley, owners of Rallar Enterprises, Inc., exemplify entrepreneurs hard work and dedication. They are owners of four Hallmark Gold Crown stores serving the greater Cincinnati / Dayton area, for over 20 years. With locations in Liberty Township, Fairfield, Centerville and Beavercreek, Reichley’s Hallmarks are conveniently located to serve you for any of […]
Cash is King! The Rolling 13-Week Cash Flow Forecast.
Profits are great, but cash is king! You may have heard this colloquial phrase used when analyzing businesses. It refers to the importance of cash flow in the overall fiscal health of a business. Many owners ask how it is possible that my revenues are up, my margins are up, and operating expenses are in […]
The Benefits of Digitizing Your Accounts Receivable Process
How does your current Accounts Receivable Process work? How much time is spent printing and mailing invoices to each customer? How about cash application? Are you receiving customer checks in the mail, manually logging them, and then manually applying each to the customer’s account? These processes are time-consuming, labor-intensive, and error-prone. A significant portion of […]