Tag: CPA

Success Stories – It has to Balance

Yet again, a client recently came on board and ran into a problem from a prior year. It turns out that their previous bookkeeper made changes to the 2021 books. So when the CPAs filed for 2022, the beginning balances didn’t match. NO! That cannot happen! Fortunately, we had been in this situation before and...

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Partner Spotlight Jeff Belingheri of Bregante + Company LLP

Jeff Belingheri and his team have an amazing ability to talk “business.” They are skilled, strategic, and thorough – top-notch quality CPAs. But perhaps most impressively, they are easy to talk to – they understand business. Jeff and his staff have expertise in various investments, ownership transitions, and other unique tax situations. As a result, they...

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