エピソード

  • Flights: Fraud pt. 4: Inventory and Asset Fraud

    Flights: Fraud pt. 4: Inventory and Asset Fraud
    2025/03/10
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part four of our Flights: Fraud series, Adam and Andrea cover inventory and asset fraud. They cover several signs of inventory fraud beyond just discovering a missing item.
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    14 分
  • Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes

    Flights: Fraud pt. 3: Fraudulent Disbursements and Billing Schemes
    2025/02/25
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. In part three of our Flights: Fraud series, Adam and Andrea cover fraudulent disbursements and billing schemes. They provide numerous examples of these types of fraud and analyze how the perpetrators successfully executed them.
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    13 分
  • Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen

    Flights: Fraud pt. 2: Cash Theft with Andrea Addo and Adam Hennen
    2025/02/20
    In part two of our Flights: Fraud series, Adam and Andrea cover cash theft. They share several stories that showcase many angles of cash theft and how it can be caught and broken down. "Skimming" is cash theft on a transaction before it reaches the company. "Larsony" is when a sale is recorded but the cash get stolen afterward. If you haven't yet, check out part one on our Q&A Over Coffee page: Fraud 101.
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    15 分
  • Flights: Fraud 101 with Andrea Addo and Adam Hennen

    Flights: Fraud 101 with Andrea Addo and Adam Hennen
    2025/02/12
    Our new series, Flights, will present complex topics in a concise, easy-to-digest format through a series of short episodes, providing clear and actionable insights. Our first topic is Fraud, which will be covered by our Certified Fraud Examiners Andrea Addo and Adam Hennen. For this first flight, we will go over the basics of Fraud. Who can commit fraud, what it looks like in smaller organizations, some warning signs to look out for, and more.
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    15 分
  • #35: Roundtable: Managing Your Business Through Economic Uncertainty

    #35: Roundtable: Managing Your Business Through Economic Uncertainty
    2025/01/29
    This episode was recorded on Wednesday, January 15, 2025. The topics covered in this episode include discussions about economic and legislative policies that are continuously being updated. The information in this podcast is for informational purposes only. It is not intended to be professional legal, financial, or accounting advice. As always, we recommend seeking professional guidance for additional questions.
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    35 分
  • #34: State Tax Residency with Zach Deo and Nikki Bocock

    #34: State Tax Residency with Zach Deo and Nikki Bocock
    2025/01/15
    Do you live in a different state from where you work? Do you have residency in multiple states? How do you know which state to file income taxes in? In this episode, we bring on tax directors Nikki Bocock and Zach Deo to answer these questions and share more information regarding state tax residency. You'll learn about the 180-day rule, what you decide to have as the address on your driver's license/ID, and even your community relationships and how these tie into where you file your taxes.
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    32 分
  • #13: Tax Planning Strategies for the Next Year with Charlie Sparks

    #13: Tax Planning Strategies for the Next Year with Charlie Sparks
    2024/11/13
    In our latest episode, our Tax Director, Charlie Sparks, shares his top tax planning strategies for the upcoming year. With just two months remaining in the current year, Charlie recommends that it's the perfect moment to kickstart your tax planning, especially if you're a business owner. From important tax law adjustments to potential tax credits, deductions, and various opportunities for individuals and businesses to maximize their returns, there's a lot to consider this season. Our team of experts is here to ensure that no valuable details are missed as we assist you in preparing for next year's tax planning.
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    35 分
  • #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski

    #33: Preparing for the Year End Audit with John Krzyska and Shaun Stachowski
    2024/10/09
    For accountants, the fall marks the beginning of planning season. During this time, we proactively reach out to business owners to remind them that tax season is approaching, emphasizing the importance of organizing their financials in preparation for the year-end audit. In this discussion, Audit Manager John Krzyska and Senior Accountant Shaun Stachowski share key insights on the most effective strategies businesses can implement to ensure a smooth and successful audit process. Our staff have full schedules during the early months of the year and that time is dedicated to ensuring our clients have everything they need accounted for. Here's what you can do!
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    36 分