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Financial Insights

Expert Articles and CPA Resources for Businesses and Non-Profits

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Maximizing SECURE 2.0 Benefits for Young and Lower Income Employees
03/19/2026
Building Your Employer Branding Strategy
03/13/2026
Inflation, Rising Costs, and the Association Audit
02/26/2026
The Statement of Functional Expenses
02/25/2026
Understanding Your Tax Filing Status: A Simple Guide
02/25/2026
Worker Co-op Owners: Where to Report Patronage Dividends (1099-PATR) on Your Form 1040 for 2025
02/24/2026
Supreme Court Limits Use of Emergency Authority for Certain Tariffs
02/20/2026
What to Expect from Your Wisconsin Private School Choice Program Audits
02/18/2026
When Are Medical Expenses Tax Deductible?
02/16/2026
There’s Still Time to Set Up a SEP and Reduce Your 2025 Taxes
02/12/2026
IRS Direct Pay: Step-by-Step Guide
02/06/2026
Why Nonprofits Need to Allocate Expenses & How to Do It Right
01/28/2026

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16
Apr
Online

What Every Nonprofit Board Treasurer Needs to Know

Thursday, April 16, 2026 |
11:00am -
12:00pm CDT

Many board treasurers accept the role without clear guidance on what nonprofit board treasurer responsibilities look like in practice. This one-hour webinar provides practical insight into how treasurers can approach

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22
Apr
Online

Fundamentals of Non-Profit Accounting

Wednesday, April 22, 2026 |
11:00am -
12:00pm CDT

Build Confidence in Your Nonprofit’s Accounting and Financial Reporting Are you responsible for your nonprofit’s accounting and financial reporting, but don’t always feel confident in your expertise? Or are you

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Begins

5
May
Online

Certified Non-Profit Accounting Professional (CNAP)

4-Part Training Series

Tuesday, May 5, 2026 |
10:00am -
3:00pm CDT
$750

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18
Jun
Online

Strengthening Internal Controls Without Adding Staff

Thursday, June 18, 2026 |
11:00am -
12:00pm CDT

More information coming soon!

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15
Jul
Online

Special Needs Scholarship Program – What to Know From An Auditor’s Perspective

Wednesday, July 15, 2026 |
11:00am -
12:00pm CDT

More information coming soon!

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Begins

5
Aug
Online

Certified Non-Profit Accounting Professional (CNAP)

4-Part Training Series

Wednesday, August 5, 2026 |
10:00am -
3:00pm CDT
$750

Learn More

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We provide accounting, audit and assurance, consulting, and tax planning to variety of clients, including businesses and non-profit organizations.

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Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

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