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The “Second-Draw” PPP Loan Is Here

by Aaron Jaeger | Jan 15, 2021 | small business, CPA, PPP Loans, PPP Loan Forgiveness, 2020 Taxes

Small businesses can now apply for more forgivable funds.
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When To Hire A CFO

by Dan Lucas | Jan 5, 2021 | Virtual CFO, Controller, CFO, Part Time CFO, Bookkeeper, Accounting, Credo

Is your business growing and evolving?
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Small Businesses Prepare for a Stressful Tax Season

by Dan Lucas | Dec 17, 2020 | small business, Accounting, PPP, CPA, loan forgiveness, business tax

The upcoming tax season may prove challenging for small-business owners who received the Paycheck Protection Program (PPP) loan. 
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PPP Loan Forgiveness Terms

by Dan Lucas | Dec 15, 2020 | small business, SMB, PPP, CPA, loan forgiveness, business tax

As 2021 approaches, small business owners who took advantage of the Paycheck Protection Program (PPP) during the height of the COVID-19 pandemic are looking to have their loans forgiven by the US Government. In fact, loan forgiveness was one of the most attractive attributes of the PPP...
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10 Warning Signs of Company Fraud

by Aaron Jaeger | Dec 9, 2020 | small business, financial fraud, employee fraud, mule accounts, account takeover, SMB, business risk, embezzlement

Globally, it is believed that 5% of revenue is subject to fraud – that’s $4.5 Trillion (with a ‘T’) in annual losses due to fraud.  Fraudsters affect everyone and any type of business.  Whether a small, private company or a $1B publicly traded company, there is an equal chance of exposure to a...
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The Sacred Cow's Worst Enemy

by Aaron Jaeger | Nov 30, 2020 |

In recent corporate history, executives or change agents have frequently used the phrase: “Insanity is doing the same thing over and over again and expecting different results.” This hyperbolic call is to challenge the norms so as to innovate or deploy corrective action to otherwise improve. ...
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