Knowledge and Insights

Offering resources and insights that help clients and communities

One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge.  By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.

We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.

UPCOMING EVENTS

JOSEPH GALDO PRESENTS AT FMS PHILADELPHIA WEBINAR

Wed., October 14, 2020 | 12:00 PM - 1:00 PM
Your Computer

2015 Financial Literacy Month

March 19, 2015 | By: Christopher SeizFinancial literacy, defined as the ability to use knowledge and skills to manage financial resources effectively for a lifetime of well-being, is a long-standing issue that was publically recognized in 1995 by the Jump$tart Coalition for Financial Education. Many solutions have been proposed throughout the last two decades to improve the health and well-being of…Read More

Marguerite Mount Named Annual Honoree by Family Guidance Center

March 4, 2015The Mercadien Group is pleased to announce that Marguerite L. Mount, CPA, CGMA; managing director; principal in Mercadien, P.C., CPAs; and leader of the firm’s Individual Services Group, has been selected to receive the Mary Jo Codey Award at the Family Guidance Center Corporation’s Annual Spring Fling on April 16, 2015. Family Guidance Center is…Read More

Performance Auditing – A Step Towards Improving Your Business

February 24, 2015 | By: Emily A. HoffmanAlthough most everyone is familiar with the term audit, a lesser-recognized type of service provided through examination of records is known as a performance audit. These can be described as audits that provide findings or results based on an evaluation or sufficient evidence against stated criteria. While performance auditing is historically thought of in relation…Read More

Learn How Impending New Regulatory Reforms Will Affect Your Entity

February 24, 2015 | By: Christine ThomasOn December 26, 2013, the Office of Management and Budget (OMB) issued its final grant reform rules to the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, effective for fiscal years beginning after December 26, 2014.  The reform streamlines the language from eight existing OMB Circulars into one consolidated set of guidance…Read More

Budget Less, Forecast In Real Time A Winning Strategy For Some

February 18, 2015 | By: Lee D. BossBudgeting seems to be going out of vogue in some company circles as financial markets, and the economy at large, is becoming increasingly volatile and more difficult to predict. In the place of budgets, companies have started to introduce rolling forecasts, flexible budgets and event-driven planning. These forecasting tools afford companies the opportunity to continue…Read More

Ensure the Viability of Your Nonprofit Through Better Donor Retention

February 18, 2015 | By: Christine ThomasGiven the current economic conditions, including an overall decrease in government funding, donor acquisition and retention strategies are more essential than ever for managing a nonprofit organization.  Over the last 10 years, donor retention has dropped significantly, which poses the question, “What are you doing to ensure the long-term viability of your organization?” One of…Read More

Mercadien Is Inaugural Sponsor Of Drexel University Accounting Fraud Case Competition

February 4, 2015The Mercadien Group is pleased to announce that it is the Inaugural Sponsor and Frank Pina, CPA, CFF, CFE, CGMA, managing director; principal in Mercadien P.C., Certified Public Accountants; and a leader of its Forensic & Litigation Support Group, will be one of the highly-regarded judges for Drexel University’s Fraud & Internal Controls Case Competition…Read More

Mercadien sponsors inaugural accounting fraud competition at Drexel University

February 4, 2015The Mercadien Group announced on Wednesday that it will be the inaugural sponsor for Drexel University’s Fraud & Internal Controls Case Competition (FIC3), a day-long event hosted by the Accounting Department of the LeBow College of Business, on February 13, 2015. Frank Pina, managing director and principal in Mercadien P.C., Certified Public Accountants and a leader of…Read More

Tips for a Stress-Free New Year

January 22, 2015 | By: Marguerite L. MountAre you ready for tax time? There are a couple of steps you can take now, as information begins to arrive in the mail, to alleviate some of the stress of filing your tax return. Begin by putting together a folder with W-2s from your employer, 1099s for other income you may have earned, bank…Read More

The Tax Increase Prevention Act of 2014

January 22, 2015 | By: Richard S. WillingerAs December waned, Congress passed and President Obama signed the Tax Prevention Act of 2014 (TIPA). This act was intended to extend more than 50 tax provisions that expired on December 31, 2013. These provisions benefit both individuals and businesses in the form of deductions, credits and other tax savers that have been present in…Read More