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Category Archives: Case Studies

Apr 15 2022

Financial Reporting Drives Good Decisions

Problem The company used Cash Basis accounting for their operating statements because taxes were calculated on a Cash Basis. When

Apr 15 2022

Family Business Case Study

A family business can be a great source of pride for everyone involved. However, working with loved ones can present

Apr 15 2022

Every Man for Himself

Just as companies have multiple products to provide diversification to their revenue stream, some parent organizations have multiple companies that

Apr 15 2022

Dealing with Obsolete Inventory

For manufacturers, retailers, or wholesale distributors, inventory is likely the largest item on their balance sheet. A particular problem that

Apr 15 2022

Data Drives Decision-Making

Every business owner looks for the information that they need to make the right decisions. Sometimes the information is not

Apr 15 2022

Customer Concentration

There’s always comfort in working with people you know. But if those people hold the key to 75% of your

Apr 10 2022

Succession Planning

Forbes reported that 90 percent of family-owned businesses fail in the third generation. It might be worthwhile to examine one

Apr 08 2022

Internal Controls

Many entrepreneurs have one person they trust implicitly with their business operations, finances, and administrative activities. But the real question

Apr 06 2022

Startup Knowledge – Drink Deep

Entrepreneurs creating a start-up face an almost insurmountable task. Many have little or no understanding of the finance side of

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