Does Your Employee Benefit Plan Need an Audit?

by | Apr 19, 2021

   INSIGHTS Does Your Employee Benefit Plan Need an Audit? by Lydia Peterson, CPA Updated April 7, 2025   The Employee Retirement Security Act (ERISA) established in 1974 is a federal law that protects the assets of millions of Americans so that funds placed in...
When You Need an Audit and How to Prepare for a First-Year Audit

Budget and Cash Flow Planning: More Important Now Than Ever

by | Mar 25, 2021

   INSIGHTS Budget and Cash Flow Planning: More Important Now Than Ever by Klayton Tjoelker, CPA March 25, 2021 No matter how much you knew about your organization’s financial situation before 2020, everyone’s now playing a new ballgame due to the COVID-19 pandemic....
When You Need an Audit and How to Prepare for a First-Year Audit

Our New Approach to Community Giving

by | Mar 10, 2021

   INSIGHTS Our New Approach to Community Giving March 10, 2021 Community Impact. It’s one of the three ways in which we measure success. As a firm that comes from community roots that were planted more than 70 years ago, we know how important it is to create impact...
When You Need an Audit and How to Prepare for a First-Year Audit

Three Signs it’s Time to Outsource Your IT

by | Mar 3, 2021

   INSIGHTS Three Signs it’s Time to Outsource Your IT by Tom Lenderman March 1, 2021 Suddenly, You Have a New Job DescriptionWe presume you didn’t start your business to untangle IT messes every day or create a technology strategy that requires you to learn...