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    Ready to Make a Change? 5 Steps to Streamline Your Auditor Transition

    Posted by Tom Petrovic on Mar 25, 2021 8:56:22 AM

    Was your annual audit process painful? Did you hear more about issues, or did you access meaningful insights?

    Whether you’re looking for new perspective, enhanced access to resources, or greater responsiveness, developing a new auditor relationship can seem like a daunting task. However, the transition can be made simpler with a vetting process that identifies the right firm, people, processes and technology to meet your needs and ensure seamless onboarding.

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    Topics: BUSINESS PLANNING STRATEGY, ohio, planning, workplace productivity, Management, Audit, Experience, Shareholder, Tom Petrovic, A&A, Audit Team

    #MeetUsMonday :: Introducing Kendall

    Posted by Nicole Kelly on Dec 7, 2020 9:05:38 AM

    We are so excited to introduce you to Kendall, one of our newest team members! He is a Staff Accountant in our Audit & Assurance Services group making things happen in Dayton on the daily!   

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    Topics: Insider, Accounting, Meet Us Monday, culture, dayton, career, ohio, Audit

    The Secure Act for Retirement Savings

    Posted by Jill Proud on Jan 15, 2020 10:57:43 AM

    Congress passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act of 2019 as part of a comprehensive appropriations measure. The new law, which represents a major overhaul of the rules for retirement plans and IRAs, is generally effective on January 1, 2020. Following are several key provisions in the SECURE Act.

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    Topics: Takeaways, brixey and meyer, Retirement Plan, Retirement Plan Administration, Secure Act, Audit, Retirement

    There’s so much to read out there. Where do you start? Start here! We’ve pulled together the latest articles, white papers, case studies and links to the content that matters most.  

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