Tag: CPA

The Critical Importance of Locking Your Books: A Lesson in Financial Accuracy

In the world of business finance, accuracy is paramount. A small oversight can lead to significant issues, especially when it comes to tax filing. Today, we’re sharing a recent client experience that highlights a crucial yet often overlooked practice: locking your books after the year-end. The Challenge: Mismatched Beginning Balances Recently, a new client came...

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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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Optimizing Your Business’s Financial Health: A Comprehensive Guide

In the dynamic landscape of business finance, staying ahead with effective financial management is not just a necessity but a strategic advantage. This comprehensive guide is designed to navigate you through the essentials of financial planning and management, ensuring your business is surviving and thriving. End-of-Year Financial Preparation: Act Now for a Smoother Transition As...

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