Written by Tyler Puckrin, CPA

Expanding into new states, launching digital offerings, and hiring remote employees can create valuable growth opportunities. They can also introduce unexpected tax obligations, administrative costs, and financial exposure.

Recent changes to state economic nexus thresholds may allow some businesses to eliminate unnecessary registrations.

Learn how a broader sales tax review can identify potential savings and uncover costly compliance gaps.

Accounting Automation That Pays Off: What to Automate and What to Measure

Written by Jodi Stang

Accounting teams often spend valuable time on repetitive work that keeps the books moving but leaves less room for analysis and planning. For business owners, the opportunity with automation is to reduce that burden without sacrificing accuracy, oversight, or confidence in the numbers.

The best accounting automation does more than save time. It reduces repetitive work while preserving confidence in the numbers. Invoice processing, expense categorization, reconciliations, cash flow forecasting, and document processing are strong candidates because they rely on repeatable steps and often consume significant staff time. The real payoff is not simply faster processing. It is more reliable financial information and more time for analysis, forecasting, and better business decisions.

Which accounting process should you automate first?

Regular Meetings: A Simple Habit That Can Help Your Business Run Better

Written by Matt Harris, CPA


For many small business owners, meetings can feel like one more demand on an already packed schedule. Between serving customers, managing employees, monitoring cash flow, and handling daily operations, it’s easy to wonder whether another meeting is really necessary. 



But when meetings have a clear purpose, they can be one of the simplest ways to improve communication, solve problems earlier, and keep the business moving in the right direction. 

Learn how a consistent meeting rhythm and reviewing the right items can help you identify issues earlier, improve accountability, and make more informed business decisions.

Firm News

Thank you to our clients and community members who joined us for our 11th Annual Shred Day! We’re grateful to everyone who stopped by to take advantage of free, confidential document shredding and securely dispose of sensitive paperwork.

A special thank you to our friends at Firelands Local, LLC for partnering with us to make this event possible. Together, we shredded 13,202 pounds of paper!

And the friendly competition continues—congratulations to our Norwalk office for shredding the most paper this year! Norwalk beat Sandusky by 334 pounds!

Norwalk | Sandusky