Across Dayton and the wider Miami Valley, nonprofit boards are juggling tighter budgets, more reporting requirements, and growing scrutiny from donors, funders, and the public. That’s why having a clear, board-friendly nonprofit audit checklist is more important than ever. An annual audit should help affirm your transparency—not become a source of panic, cost overruns, or…

Messy Books, Real Costs If you’re Googling something like “QuickBooks cleanup Dayton,” you’re not alone. According to the 2024 QuickBooks Tech Survey, 1 in 3 small business owners say bookkeeping errors are actively limiting their growth decisions. That’s not just a nuisance—it’s a risk to your profitability, financing, and operational clarity. If your QuickBooks file…

Thinking of switching from QuickBooks Desktop to QuickBooks Online? You’re not alone. In 2025, more business owners than ever are making the move—but doing it wrong can cause data disasters that are expensive and time-consuming to fix. Before you click “Export,” read this guide. We’ll show you how to avoid irreversible mistakes and walk you…

Running a small business is no small feat. From managing daily operations to growing your customer base, there’s always something demanding your attention. Amid all this hustle, your finances can quickly become overwhelming—and mistakes can cost you. That’s where a Certified Public Accountant (CPA) becomes not just helpful, but essential. In this article, we’ll explore…

— and How to Avoid Them Managing the financial side of a small business is no small feat. Unfortunately, many entrepreneurs unknowingly make bookkeeping mistakes that can cost them time, money, and growth opportunities. Here’s a breakdown of the top 7 mistakes small business owners make with their books— and how to avoid them. 1….

Planning for retirement and succession can be daunting for business owners who have spent years—if not decades—building their companies. Yet, it’s a critical step to ensure both personal financial security and the long-term success of the business. This is where Certified Public Accountants (CPAs) play a pivotal role. CPAs do much more than just taxes—they…