Accountants + Business Advisors

Healthy Growth

Year-End Balance Sheets for Bonding

09.06.19

By Chris Benko, CPA | Principal, Audit & Assurance | Leader, Construction and Real Estate Niche Wrapping up year-end financial statements is critical for all business owners, including construction contractors. Preparing year-end financials can help owners navigate bonding capacity…

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Ep26: Protecting Your Intellectual Property

09.04.19

How do business owners protect their ideas, trade secrets, concepts, or inventions? Enter intellectual property attorney Luis Carrion from Cleveland law firm Renner Otto. Luis is an experienced and well-known IP attorney, representing clients in patent and trademark applications,…

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Ep25: Creating Positive Economic Change

08.28.19

Chuck & Brittany are joined today by Keri Zipay, business retention and expansion specialist for the City of Beachwood. Keri discusses how Beachwood has grown their community by attracting, and keeping, prominent businesses to drive economic change. Keri shares…

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Be at One with Your Customer

08.26.19

Article #3 in the New Business Owner Series By Toby Kaye, CPA/ABV | Manager, Tax As a business owner, you will always be juggling multiple priorities. Regardless of the situation in your business, your attention must be laser-focused on your…

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Planning Ahead – Designing Your Succession Plan

08.26.19

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning…

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