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  • About
    • Who We Are
    • What We Do
    • In The Community
    • Locations
      • Charleston
      • Mount Pleasant
      • Summerville
  • Services
    • Charter School Fiscal Management
    • Taxes and Advanced Planning
    • Outsourced Accounting
    • Audit and Certified Financial Reports
    • Forensic and Business Valuation
  • Industries
    • Charter Schools
    • Construction
    • Medical Practices
    • Non-Profit
    • Professional Services Firms
    • Real Estate and Investment
    • Small and Medium Businesses
  • Pricing
  • Resources
    • Client Forms
    • Training Videos
    • Webinars
    • Insights
    • Make a Payment
  • Careers

Daily Archives: February 15, 2023

Save Your Business Time and Money by Getting Organized

Business and Accounting TipsBy Shay BenFebruary 15, 2023

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future. Document policies and procedures. Write down daily responsibilities, skills needed to complete tasks related to these responsibilities, and the location of all paper and electronic files. Appoint and cross-train backup staff to ensure these

Happy Young Couple discussing financial goals

Creating Financial Goals as a Couple

Business and Accounting TipsBy Shay BenFebruary 15, 2023

Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items you can do to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about. People sometimes feel guilty about debt

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