Latest Articles

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June 16, 2016 

New Online Tool Gives Advisors Resources to Help SMB Clients

The Nav Small Business Advisor Program is designed for professional advisors, such as CPAs, Enrolled Agents and accountants, as well as the thousands of advisors who help entrepreneurs through agencies such as Small Business Development Centers ...

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June 15, 2016 

Key Actions Every Accountant Should Perform Daily

Crunching numbers sums up the view many individuals have of the accounting field and it was just that for many years, given the relatively limited amount of data that had to be entered and worked with. Financial reports, after all, only rely on a ...

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June 15, 2016 

Watch Your Step! Don’t Trip into Investment Advice

A client asked his CPA for her opinion regarding an investment they were considering. Because the CPA did not have experience with this type of investment, she advised the client to consult with his own financial adviser, but she did not document the ...

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June 15, 2016 

Ranking the Top 10 States for Small Business Lending

A majority of small business owners seek loans of less than $250,000 in order to start or grow their business. Unfortunately, after the market crash of 2008, most traditional lenders moved upstream to target loan sizes greater than $1 million.

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June 15, 2016 

Oregon Accounting Firms Perkins and Thompson Kessler to Merge

Perkins & Co, the largest locally-owned accounting firm in Portland, Ore., will merge with Thompson Kessler Wiest & Borquist PC (TKWB), a boutique firm with more than 30 years of experience working in high-demand industries such as construction, real ...