Insight | July 24, 2026
HR Audit Checklist: What to Review
This checklist is comprehensive by design. Use it as a full audit reference or focus on the categories most relevant to your current risk areas.
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Insight | July 23, 2026
How Fractional CFO Support Helps Scaling Companies Grow
This article walks through what fractional CFO support does, when you need it, and why it matters for companies in growth mode.
Insight | July 22, 2026
International Tax Structuring for Crypto Businesses with Global Operations
Crypto businesses often expand across borders before their tax structures catch up, creating complex risks around entity design, transfer pricing, intellectual property, taxable presence, and global reporting.
Team Member
Cat Sovchuk
Cat is a results-driven CPA and Corporate Tax Director with more than 14 years of experience in public accounting, advising …
Insight | July 21, 2026
Understanding Your Trust: A Guide for New Trustees
If you have recently been named trustee, you may be facing a stack of paperwork, and very little guidance on where to start.
Insight | July 21, 2026
What A Cyberattack Does to Your Operations and How BCDR Can Limit the Damage
This article breaks down what happens to your business when an attack hits and how a solid business continuity and disaster recovery (BCDR) plan can mean the difference between a manageable setback and an extended crisis.
Insight | July 20, 2026
Backlog Cleanup: Fixing Messy Books Before (or With) Outsourced Accounting Support
Most business leaders know when their books aren’t right. What’s less clear is what to do about it, and whether outsourced accounting can help before the books are in order.
Insight | July 17, 2026
SEC Proposes to Give Public Companies the Option of Semiannual Reporting
Public companies have been filing quarterly reports since 1970. The SEC is now proposing to make that a choice rather than a requirement.
Insight | July 17, 2026
6 Factors That Determine the Cost of a Forensic Accounting Engagement
This article walks through six key variables that drive forensic accounting engagement, so you can go into the process with a clearer picture of what you are paying for and why.
Insight | July 16, 2026
Year-End Tax Planning Strategies for High Earners
This article covers several of the most impactful year-end strategies available to high earners, from income deferral and loss harvesting to charitable giving and estate planning moves.
Insight | July 15, 2026
California 2026–2027 Budget Bill Expands Sales Tax to Software and Permanently Limits Business Credits
For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.
Insight | July 15, 2026
Outsourced Accounting for Southern California Nonprofits: What to Expect and How to Evaluate Providers
For many organizations, outsourced accounting is the answer, but the quality of that arrangement depends entirely on who you choose and what you know going in.
Insight | July 15, 2026
Why Deals Fall Apart in Due Diligence and How Sellers Can Prevent It
This article walks through the most common reasons deals fall apart in due diligence and what sellers can do before they ever get to market to protect both the deal and the price.
Insight | July 14, 2026
What Does a Private Equity Fund Administrator Do?
Understanding what administrators do helps fund managers make better decisions about how to structure their back office.