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Using Financial Forecasts to Drive Growth and Profitability

Financial forecasting can drive growth and profitability! Read the example below on how Busy Bee’s Cleaning Service increased their profitability […]

The Three Categories of Succession Planning

Succession planning can often be an overwhelming and daunting task to prepare for.

Succession – Planning for the Lifelong Journey of Your Business

Succession planning focuses on the importance of having a long-lived plan for your business, yet quite often, this isn’t an […]

Refunded 529 Plan Money – Don’t Get Penalized!

If a student’s spring 2020 college tuition and/or fees was paid from a 529 plan and then refunded, any portion […]

Understand Your Key Performance Indicators

Key Performance Indicators (KPIs) are important to help you set targets and stay on track, come in various forms, and […]

COVID-19: Obtaining Relief for Employers and Employees

Most people have read or heard about the CARES Act, signed into law on March 27, 2020, (the ‘Act’). This […]

Managing (and Getting Help) Through a Business Crisis

Getting a Quick Understanding of the Problem Usually, a crisis doesn’t happen ‘overnight’ (though the event that triggers the crisis […]

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