Strategies for business and personal financial success

Are you using your accounting system correctly?

In the October 2018 edition of Financial Management magazine, I read an article called “7 Ways Companies Misuse Their Accounting Systems” written by J. Carlton Collins. After reading the article, I thought I’d put together a brief summary because I think its valuable information that many of business leaders do not always consider. Read More


The Role of Board Treasurer

What may seem like a time-consuming task is truly one of the most rewarding ways to make a fiscal difference for an organization in which you’re often emotionally invested. What, though, is at the crux of this position? Read More



Following the ABCs of customer assessment

When a business is launched, its owners typically welcome every customer through the door with a sigh of relief. But after the company has established itself, those same owners might start looking at their buying constituency a little more critically. Read More






The Wayfair Decision

On June 21st, 2018, the U.S. Supreme Court Ruled on South Dakota vs. Wayfair, Inc. This decision brings significant changes to long-established precedent related to sales and use tax Nexus standards. Read More



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