Matter & Substance

Thoughts from our industry
to help Businesses and Individuals

June 13, 2017

6 ways PTO banks can help your company

“I’m taking a sick day!” This familiar refrain is usually uttered with just cause, but not always. What if there were no sick days? No, we’re not suggesting employees be forced to work when they’re under the weather. Rather,...

June 9, 2017

Contemplate your company’s compensation philosophy

With busy season over (for now), employee reviews here, and recruiting season right around the corner, compensation is a hot topic around our office. If employees here are talking about it, it seems safe to say that employees at your...

May 30, 2017

Geneva Group International – 2017 European Conference

I recently attended the Geneva Group International (GGI) European Conference in Brussels, Belgium where I had the opportunity to interact with accountants and attorneys from across Europe and North America. Our membership in GGI gives us the opportunity to...

May 26, 2017

A Review of How the States Got Their Shapes By Mark Stein

As an avid follower of History and Geography (my best categories on Trivial Pursuit), I really enjoyed “How the States Got Their Shapes” by Mark Stein. The book begins with the history of American expansion from sea to shining...

March 21, 2017

Are your employees trained to guard against risk?

Many companies, especially smaller ones, minimize in-house training to cut costs. But the current business environment – with its hard-to-predict changes, external threats, and regulatory demands – is causing some owners to rethink this strategy. A strong training program can not...

March 9, 2017

Setting sail into the global marketplace

For many of today’s companies, going global seems like a quick and trouble-free growth strategy. Technological advances and expansive supply chains make doing so easier than ever. But if you make this move impetuously, you may soon find yourself...

February 27, 2017

Roth 401(k) conversions may suit your Millennial employees

Could your company’s benefits package use a bit of an upgrade? If so, one idea to consider is adding an option for employees to convert their regular 401(k)s to Roth 401(k)s. Under a Roth 401(k), participants make after-tax contributions to...

February 21, 2017

Successfully implementing new business software

Business owners get to make executive decisions. It’s one of the perks of the job. However, acting unilaterally when buying software can be a risky move. Because new technology affects the entire team, the entire team (or at least...

February 16, 2017

Balance Sheets Make Great Reading

Most businesses are wrapping up their year-end books and generating their annual financial statements. This makes it a great time to settle in by a roaring fire (or enjoy a beautiful 60 degree February day in Chicago!) and catch up on...

January 23, 2017

Aspen Valley…The Future So Bright You Gotta Wear Shades!

Our long standing clients John and Shara Weaver sold their business, Aspen Valley Landscape Supply, Inc. , to SiteOne Landscaping last week. The Weavers have operated the business for the last 30 years and build a very valuable enterprise...

December 21, 2016

5 ways to speed up collections

As we approach the end of the year, tax planning becomes increasingly important. Many times, you and your business can identify tax advantageous ways to spend or distribute any excess cash reserves. As such, you begin to focus on...

December 11, 2016

5 steps to improving employee participation in your retirement plan

As we approach the end of the year, it’s time to start thinking about (and talking to your employees about) retirement planning and the tax savings that are still available. Employers who offer retirement savings plans are already helping...

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Matter & Substance

Thoughts from our industry to help Businesses and Individuals

Thoughts from our industry
to help Businesses and Individuals