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How healthy is your business? The importance of Ratios and Benchmarking.

Posted by Dave Miniken on Sep 6, 2018 5:54:23 PM

Many people go to the doctor for a physical checkup every year or so to make sure they are in good health. If you are the owner of a small business, how do you gauge the “health” of your company?

One way is to keep an eye on several metrics that can help you monitor your company’s health in key areas. These metrics commonly take the form of financial ratios that can be compared against other businesses that are similar to yours, or against prior performance periods for your company- a process known as benchmarking.

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Topics: Advisory, Audit & Assurance, Tax

To Keep or Shred: How Long Should You Hold on to Your Documents?

Posted by Sweeney Conrad, PS on Sep 5, 2018 1:25:34 PM

We all know the feeling… it’s time to clean the office and you’re sorting through stacks of documents, filing them away, shredding some, creating more piles… and the questions keep arising. Can I toss this? Is this something important to keep? I’ve been holding on to this for 3 years, surely it’s OK to let it go now?

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Topics: Advisory, Audit & Assurance, Tax

Sales Tax Changes: What the Overturn of the Quill Decision Means to Your Business

Posted by Duke Eide on Jul 30, 2018 8:13:14 PM


In 1992, the Supreme Court ruled in Quill that if a company doesn’t have a physical presence in a state, then the company is not required to collect sales tax for sales to consumers within that state (this was an affirmation of a previous Supreme Court ruling). In those days, the issue was mail order catalogs (Internet, what’s that?).

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Topics: Advisory, Sweeney Conrad News, Tax

Three Options for Hiring Professional Investment Help

Posted by Emily Taibl on Oct 12, 2017 6:54:25 PM

Bellevue Financial Advisors

Companies that sponsor qualified retirement plans have a fiduciary duty to prudently select and monitor the investment options offered in their plan. Failure to meet this fiduciary standard can expose plan sponsors to costly litigation in which they could face personal liability.

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Topics: Advisory, Audit & Assurance, Retirement Reporter, Tax

Operational Compliance Who’s In Control of the Controls?

Posted by Emily Taibl on Oct 12, 2017 6:50:58 PM

Operational Compliance - Bellevue CPA Firm

In recent years, regulators have intensified their focus on and scrutiny over retirement plan controls. Given this, it’s critical to ensure that the proper procedures and controls are in place for your qualified plan.

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Topics: Advisory, Audit & Assurance, Retirement Reporter

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