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July 13, 2020 

The Outsourced CFO: Five Ways to Add Value

As an outsourced CFO you can provide the professional competence necessary to ensure “the way we do it here” produces reliable financial statements for management and lenders, facilitates regulatory compliance and provides ...

Bill Slaughter

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July 9, 2020 

Riding Out the Personal Finance Investing Storm

The biggest mistake an investor can make is an impulsive one, which all too often can lead to regret. We strongly encourage clients to take time to think about the news before acting on their impulses.

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July 8, 2020 

CPAs: Ensure Client Data Remains Confidential

Whether you’re back on Main Street or still working from the couch— it’s the law to prove client data is protected. Learn how to secure the data clients depend on, while making work-from-home easier, today.