Insight | May 6, 2026
Financial Planning After a Liquidity Event: What to Prioritize First
A liquidity event can be a defining moment in your financial life and the decisions you make can shape your financial future for decades.
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News | May 6, 2026
How BPM and Kipsi Are Making R&D Tax Credits Faster, Smarter, and More Defensible
BPM has adopted Kipsi, a purpose-built technology platform that transforms the R&D tax credit study process from end to end.
Insight | May 5, 2026
Austin, Texas: Adjusting After a Decade of Breakneck Growth
For more than a decade, Austin, Texas stood as one of the country’s most dynamic growth stories. Austin is not in decline, but it is recalibrating.
Insight | May 4, 2026
Accounts Receivable Management: Accelerating Collections and Reducing DSO
The challenge is that AR management involves more than chasing invoices. It requires consistent processes, clean data, proactive communication, and the bandwidth to execute.
Insight | May 1, 2026
How to Read a Fiduciary Accounting Report
When you receive a fiduciary accounting report for a trust or estate, the document can look dense at first glance. This guide explains how a fiduciary accounting report is organized and what to focus on when reviewing one.
Insight | April 30, 2026
How to Mitigate Generational Transition Risks
This article explores the most common generational transition risks, why they matter, and what families can do to address them before they become irreversible.
Insight | April 29, 2026
Interim CFO vs. Fractional CFO: What’s the Difference?
For many small and mid-market companies, a full-time CFO isn’t the right fit yet, whether for budget reasons, company size, or both. That’s when two alternatives come into play: interim CFO vs fractional CFO.
Insight | April 28, 2026
Accounting Considerations for Hotel and Resort Owners
Running a hotel or resort means managing a financial operation that looks nothing like other real estate businesses. The accounting requirements that come with all of that are substantial, and the stakes for getting them wrong are high.
Insight | April 27, 2026
Should Your Nonprofit Outsource Payroll?
key payroll challenges nonprofits face, the benefits of outsourcing, and how the right accounting partner can help you get back to your mission.
Insight | April 27, 2026
Compressed Deal Timelines: How to Run Effective Due Diligence Under Pressure
Whether a seller sets a tight process, a competitor signals interest, or market conditions shift overnight, buyers routinely find themselves facing due diligence windows that would have seemed unreasonable just a few years ago.
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Property Management
Outsourced accounting support built for the demands of property management.
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Real Estate
Free your team to grow, acquire, and build – while we handle the real estate accounting.
Insight | April 24, 2026
Cybersecurity Risk Assessments for Financial Services Firms
A cybersecurity risk assessment is a structured process for identifying, analyzing, and prioritizing the vulnerabilities and threats that could compromise your organization’s information systems and sensitive data.
Insight | April 23, 2026
Accounting Transformation: Is Your Organization Ready for What’s Next?
Transforming your accounting function means addressing all of it — the processes, the technology, and the people — so your team can operate the way it was built to.