Improving and automating your company’s account reconciliation process with BlackLine

Many companies don’t realize they can use BlackLine to achieve account accuracy, systematic consistency, accountability and transparency while automating the reconciliation process - saving dozens of hours per month that can be redirected to more meaningful close tasks. If [...]

By |2021-09-07T17:10:51-04:00August 17th, 2021|Categories: Blackline, Blog, Cloud Technology, Consulting, Outsourced Accounting, Software Solutions|Tags: , , , , , |Comments Off on Improving and automating your company’s account reconciliation process with BlackLine

Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-09-07T17:08:59-04:00June 22nd, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Tom Crotty|Tags: , , , , |Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-09-09T11:15:53-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Four Ways to Improve the Effectiveness of your Audit Committee

Audit committees face many challenges in 2021. As the economy rebounds from the COVID-19 pandemic, there are new dimensions to the oversight roles and responsibilities of the audit committees. Consider taking these following four steps to fortify your committee’s [...]

By |2021-04-20T17:14:17-04:00March 26th, 2021|Categories: Audit, Blog|Tags: , , , , |Comments Off on Four Ways to Improve the Effectiveness of your Audit Committee

Executive Breakfast Briefing: Accounting and Taxes in the New Year

Join us for our annual Executive Breakfast Briefing on hot topics and current events in the accounting and tax world that will affect you in 2021. Our panel of experts will discuss the CARES Act, R&D tax credits, state and [...]

By |2021-10-07T15:05:23-04:00January 26th, 2021|Categories: |Tags: , , , , , |Comments Off on Executive Breakfast Briefing: Accounting and Taxes in the New Year

ICFR Assessment and Attestation: Are You in Compliance with the Rules?

Each year, public companies must assess the effectiveness of their internal controls over financial reporting (ICFR) under Section 404(a) of the Sarbanes-Oxley Act (SOX). In some cases, private companies should follow suit. In addition, a public company’s independent auditors are [...]

By |2020-12-22T16:43:43-05:00December 18th, 2020|Categories: Audit, Blog|Tags: , , , , |Comments Off on ICFR Assessment and Attestation: Are You in Compliance with the Rules?

Preparing for the Possibility of a Remote Audit

The coming audit season might be much different than seasons of yore. As many companies continue to operate remotely during the COVID-19 pandemic, procedures are being adjusted accordingly for a remote audit. Here’s what might change as auditors work [...]

By |2020-11-06T13:06:37-05:00November 6th, 2020|Categories: Audit, Blog|Tags: , , , , , , , , |Comments Off on Preparing for the Possibility of a Remote Audit

Is This Your Situation: Trying to Maintain Internal Controls

According to a spokesperson from the Risk Unit of Marquette University of Milwaukee, Wisconsin, "Establishing effective internal controls can help a department operate more efficiently and effectively and provide a reasonable level of assurance that the processes and products for [...]

By |2018-04-11T14:51:42-04:00April 14th, 2018|Categories: Blog, Consulting|Tags: , |Comments Off on Is This Your Situation: Trying to Maintain Internal Controls

Do You Need an Internal Audit?

Do You Need an Internal Audit?  What it is and what it can do for your business You have worked hard to develop your business, and your efforts have paid off! Now you have a thriving business. You employ lots [...]

By |2017-06-22T14:44:12-04:00January 26th, 2016|Categories: Blog, Consulting|Tags: , |Comments Off on Do You Need an Internal Audit?
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