Monthly Financial Tools & Models
Knowledge Base

Minimize the Risk of Fraud

Did you ever suspect your business might be susceptible to internal fraud? You’re not alone. And with good reason.

Avoiding Common Mistakes

Common reporting mistakes can distort operating conditions and lead to unpleasant surprises at the close of a company’s fiscal year.

Managing Large Customers

Many businesses rely on one large customer for a majority of their revenue. That situation has its benefits, but it also has risks that should be carefully managed.

Responding to a Loss

Many businesses have sustained losses for various reasons. The key is in learning from it and moving on.

6 Steps to Stop Embezzlers at Your Company

Is there a thief working in your office? I’m not talking about a convict wearing an orange jump suit. I’m talking about a well dressed employee who is, at this very moment, ripping you off for thousands — maybe millions — of dollars. Would you even know if your employees were committing financial fraud and embezzlement?

Managing Insurance Costs for Small Companies

Every business, large or small, needs to be covered by various forms of insurance; however, it’s often misconceived that small companies do not face the same exposures and risks, and therefore do not generally require certain forms of insurance.