Affordable Capital for Expansion; Now with Most Fees Eliminated

You may not realize it, but the Small Business Administrationʼs (SBA) 504 loan program may be the best-kept secret for commercial real estate financing. The 504 loan program exists specifically to help small- to mid-sized business owners acquire commercial property without the financial hassles and high cash outlay requirements often associated with conventional loans. The…

Are You Up to Par with Tax Return Documentation Standards?

Every year around this time, CPAs usually receive many questions regarding records retention. For those who share these concerns, below is a quick summary you can use for reference. When concerned with what the requirements are for maintaining records in support of a tax return, it’s a good idea to consult the entity that will…

Money Shock Management: Financial Triage

Due to current financial circumstances, many people are experiencing record levels of uncertainty in their lives; not only financially, but physically, and the way we feel and function are suffering. Like a national punch in the stomach, we’re all trying to catch our breath and breathe normally again. “Money shock” management is a three-part process,…

Creating the Fraud Resistant Company

Winston Churchill once said, “Civilizations that forget their past are doomed to repeat it.” A 2008 year-long national study revealed that employees, customers and suppliers stole more than 7% of the average U.S.-based companies’ revenues. The same study showed that during the massive frauds in the late 1990’s and early 2000’s, external CPA firms were…