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Am I Overpaying in Taxes? 10 Red Flags to Check Before Year-End
If you are wondering whether you may be overpaying in taxes, here are 10 red flags to review before the end of the year.

JConner
Jul 14 min read


Tax Planning by Life Stage: What to Think About as Life Changes
Tax planning is not just for business owners or high-income earners. Your tax situation can change whenever your life changes.
A new job, marriage, a child, a home purchase, college expenses, retirement, or even a side business can all affect your tax return. The more you plan ahead, the fewer surprises you may face at filing time.
Here are common tax planning considerations at different stages of life.

JConner
Jun 264 min read


AI in Accounting: 7 Risks Companies Should Review Before Their Next Audit
Used responsibly, AI can be a valuable tool.
But when AI touches accounting, financial reporting, internal controls, or audit support, it also creates new risks that management should understand. The issue is not whether AI is “good” or “bad.” The issue is whether the organization has the right governance, review, documentation, and controls around how AI is being used.
If your company is using AI in accounting or finance, here are seven risk areas to review before your ne

JConner
Jun 257 min read


Why Vendor Risk Management Fails: The Gap Between Collecting SOC Reports and Reviewing Them
Many organizations believe they have a vendor risk management process because they collect SOC reports, insurance certificates, security questionnaires, or compliance documents from their vendors. But collecting documents is not the same as reviewing risk.

JConner
Jun 247 min read


Real Client Scenario: How Better Bookkeeping Changed the Way One Business Owner Made Decisions
Many small business owners think of bookkeeping as something they need only at tax time. Receipts are gathered, transactions are categorized, reports are printed, and the goal is usually simple: get the tax return filed. But good bookkeeping can do much more than help with tax preparation. But good bookkeeping can do much more than help with tax preparation.

JConner
Jun 194 min read
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