Audit & Accounting

Better billing practices are only an easy assessment away

Billing problems often start small as a mistaken amount, missed discount or delayed payment reminder. Here’s how to spot issues early and fix them before they snowball.
March 11, 2026
H&B
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Efficient, accurate billing practices are critical to your business’s financial health. Billing errors or delays can lead to revenue leakage, cash-flow shortages and customer attrition. If your company is struggling with billing issues — or it’s been a while since you evaluated this function — now’s a good time to review your processes and make […]
#AuditAndAccounting, #BillingBestPractices, #CashFlowManagement
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Employee Benefit Plans

Options for forfeited employee FSA balances

Grace periods for calendar-year flexible spending accounts (FSAs) are ending soon. If employees haven’t spent their 2025 FSA balances, unused amounts may revert to the employer. Here’s what IRS rules allow your business to do with forfeited funds.
March 10, 2026
H&B
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Many businesses offer health care and dependent care flexible spending accounts (FSAs) as part of their employee benefits package. These plans provide valuable tax savings to employees and payroll tax savings to employers. If your company operates a calendar-year FSA with a 2½-month grace period, employees have until March 15 to incur eligible expenses for their […]
#EmployeeBenefits, #FlexibleSpendingAccounts, #TaxSavings
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Mergers & Acquistions

Selling your business? You might benefit from presale financial due diligence

When selling a business, early planning pays off. See how presale due diligence can strengthen your negotiating position before you go to market.
March 5, 2026
H&B
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If you’re contemplating a sale of your business, you probably know that any serious buyer will scrutinize your financial statements, operations, assets and legal agreements. Conducting your own due diligence now can smooth the buyer review process and ease deal negotiations. Working with financial and legal advisors, you’ll have the opportunity to fix any problems […]
#BusinessSale, #ExitPlanning, #MergersAndAcquisitions
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Financial Planning

ABCs of customer profitability

Happy,woman,,call,center,and,headphones,in,customer,service,,telemarketing
February 26, 2026
H&B
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Some customers naturally require more time and resources than others. But when certain relationships consistently consume more of your and your employees’ time than they generate in profit, it may be time to reassess. Taking a closer look at customer‑level profitability can help you understand where resources are going and ensure that high‑value relationships receive […]
#BusinessPlanning, #CustomerProfitability, #StrategicGrowth
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