What to Look for in an OAS Provider

June 29, 2017

Not all firms offering outsourced accounting services operate the same way. When evaluating OAS providers, here are some key decision points to keep in mind: Consultative approach. When an OAS provider starts by asking good questions, rather than pitching solutions-in-a-box, the chances for success increase. A consultative approach often begins with a needs assessment to

Controllership Services

June 29, 2017

While many entrepreneurial and small companies have staff to handle routine bookkeeping functions, those firms often choose not to hire senior-level accounting talent, since the need may not be justified on a permanent basis. But as these businesses grow – and their accounting needs become more complex – the executive team is often under more

Outsourced Accounting Service

June 29, 2017

Leaders in fast-growing small and mid-sized companies know all about the challenges of getting the right people in the right roles to drive continued success. However, a significant decision on that journey can arise when businesses must choose to either invest in a robust, in-house accounting team, or add only enough internal support to handle

June 2017 Newsletter

June 27, 2017

Overview of SOC 3 Reports There are some close similarities in SOC attestation documents, particularly between SOC 2 and SOC 3 reports, that focus on an organization’s controls in areas such as operations and compliance…

409A Valuations: Not Just for Tax Purposes

June 22, 2017

Section 409A specifically relates to the potential tax impact of deferred compensation plans (such as stock options).

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