Knowledge and Insights: Newsletters
How to Find an Outsourced CFO in New Jersey & New York
An outsourced CFO brings a great deal of value to your business. If you feel overwhelmed by the demands of your business’s finances or feel you are lacking strategic vision,…
A Quick Guide to Outsourced Accounting Services in New Jersey & New York
As one of the economic engines of the US, the New York metropolitan area is home to a dynamic business environment. Businesses in this region enjoy a wealth of opportunities…
How Do You Know You Need an Outsourced CFO?
Effective financial management is at the core of any successful business. From managing cash flows to making strategic financial decisions, the role of a Chief Financial Officer (CFO) is critical…
The Ultimate Guide to Outsourced CFO Services
Financial management is one of the most challenging aspects of running a business, regardless of its size. When you’re in the weeds with bookkeeping, payroll, and tax filing, it can…
New Retirement Plan Audit Thresholds Could Offer a Savings Opportunity
In the world of company-sponsored benefit plans, compliance with the various regulatory requirements is a top priority of plan sponsors. For large plans, one of the most cumbersome requirements is…
What to Do When You Receive an Unsolicited Offer to Sell Your Business
One of the biggest dilemmas business owners may face is when they receive an unsolicited offer to sell their business. On one hand the business owner has invested countless hours,…
Safeguarding Sensitive Data: Cybersecurity, Compliance & Privacy for Non-Profit Organizations
In an increasingly digital world, nonprofit organizations are handling vast amounts of sensitive data, from donor information to beneficiary records. Protecting this data is not only a legal obligation but…
Is CECL Applicable to my Nonprofit Organization?
WHAT IS CECL? Current Expected Credit Loss (CECL) is an accounting standard introduced in 2016 by the Financial Accounting Standards Board (FASB) with the objective of improving the accuracy and…
The Benefits of BSA Staff Augmentation for Banks
Financial Institutions face a unique set of challenges and responsibilities, especially within their Bank Secrecy Act (BSA) departments. An institution’s BSA/AML staff is the first line of compliance for AML…
Banking on Fintech: Key Considerations for Banking as a Service (BaaS)
Over the last several years, technological advancements have transformed our lives, revolutionizing the way we connect, work and live. We leverage many applications on our phones and other devices to…