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What Can You Learn from a Painful Tax Season?

If the recent tax season caused major headaches, it’s natural to want to put the experience behind you as soon as possible. CPAs are quick to finish straightforward returns and set aside the thick, untidy folders stuffed with problems to tackle when their faculties are sharpest, or once an extension…


6 Signs Your Clients’ Financials Are “Pie in the Sky”

If the October Tax Deadline Uncovered a Mess, Consider Financial Forensic Reconstruction Now that the October tax extension filing deadline has passed, it’s time to think pie. No, not Thanksgiving pumpkin pie – but “pie in the sky” financial record-keeping that might have caused headaches when contending with the recent…


Cash Transactions Fraud: Is Theft Baked into Your Bake Sale?

How to Protect Cash Transactions Cash transactions are a major source of revenue for many organizations, from small retailers to bake sale fundraisers to the burgeoning cannabis industry. No PINs or ID checks are required, making transactions frictionless and convenient for buyers. But because it changes hands so easily, cash…


Mind Your (Small) Business: How to Segregate Duties in a Small Office

When it comes to employee fraud, small businesses and non-profits face unique challenges. Organizations with fewer than 100 employees are the most common victims of employee fraud, accounting for close to one in three reported cases. And because of limited resources, it can be difficult to institute the internal controls…


Five Steps to Hiring the Right Bookkeeper

Let’s take a test.  Come on!  It’ll be fun: Which of the following occupations are not subject to special California state licensing and mandated training? (a) Manicurist (b) Security guard (c) Bookkeeper (d) Automotive smog technician (e) Tattoo artist As tempting as it might be to choose (e) tattoo artist,…