Case Study: Centralized Scheduling – From Manual Grind to Scalable Clarity

Discover how we helped a fast-growing client transform their manual scheduling process into a scalable, AI-powered solution. From reducing administrative burdens to improving workload balance, this case study highlights the journey to smarter, more efficient operations.

2025-11-18T09:11:23-05:00November 5, 2025|Categories: Business Advisory, Case Study, Professional and Technical|Tags: |

A Case Study: Client Boosts Customer Satisfaction & Revitalizes their Financial Reporting Process by Outsourcing the Accounting Function

Learn more about outsourcing all or part of your accounting or finance function.

2025-05-01T14:59:04-04:00October 3, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting|Tags: |

Case Study: Client Seeks a More Efficient Invoicing Process & Gets Exactly That… Plus Elevated Data Insights to Grow Their Business

Learn more about outsourcing all or part of your accounting or finance function.

2025-05-01T15:03:42-04:00September 26, 2024|Categories: Business Advisory, Case Study, Closely-held Businesses, Cloud Accounting, Consulting|Tags: |

Best Practices for Tracking Board Minutes for Nonprofit and For-Profit Organizations

The fundamental purpose of board minutes is similar across different types of organizations; however, there are nuances that differentiate how for-profit and nonprofit boards approach their creation and maintenance. Understand these differences and the best practices that can significantly enhance the organizational governance and integrity.

2024-08-29T10:35:17-04:00August 30, 2024|Categories: Business Advisory, Not-for-Profit|Tags: |

Case Study: Nonprofit Foundation Maximizes Value and Time with Outsourced Controller Services

Learn how a nonprofit foundation achieved cost savings and efficiencies with outsourced controllership services.

2025-11-05T19:34:37-05:00August 12, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

Case Study: Non-Profit Foundation Navigates a Critical Transition by Outsourcing the Controller Function

Case Study: Non-Profit Foundation Navigates a Critical Transition by Outsourcing the Controller Function

2025-05-01T15:04:45-04:00June 11, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

FTC Issues Consumer Alert on Franchising Myths for Potential Investors

The FTC recently issued a consumer alert on the five most troubling myths about investing in a new franchise.  Potential franchise investors should consider these myths when evaluating potential investments. 

2024-05-30T13:34:00-04:00June 29, 2023|Categories: Business Advisory, Franchise, Hospitality, Restaurants|Tags: |

Virginia Businesses Employing More Than 25 Employees Now Have Three Options

On July 1, 2023, more than 8,000 Virginia employers will receive a notice about RetirePath, a state-sponsored retirement program. Employers will need to register by February 2024, offer their own plan, or pay a per-employee fine.

2025-07-03T09:37:25-04:00June 22, 2023|Categories: Business Advisory, Retirement, Tax: Business|
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