Navigating the abundance of cash Although many business owners are finding themselves with high cash balances post-pandemic, with the current state of the economy, uncertainty...

Year-End Tax Planning Considerations for 2025
CWA
October 8, 2025
Implement these tax-saving action items before year-end Key Takeaways The last quarter of the year is a great time to get organized and prepared for
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June 6, 2021
In this short video, CPA Scott Clynch reviews the average dental supply and lab costs by specialty. He highlights common variables driving increased costs and...
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June 6, 2021
Financial Planner and CPA Angie Svitak sheds light on the average numbers behind staff salaries as a percentage of collections. She shares helpful insights on...
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June 4, 2021
The Importance of a Diversified Funding Strategy to Achieve Financial Freedom We all know how important it is to save for retirement. Most of us...
4 MIN READ

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June 4, 2021
How to ensure your capital expense purchase adds value to your dental practice Keeping your practice’s finish out and equipment up-to-date can be crucial to...
4 MIN READ

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CWA
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June 1, 2021
You have spent your stimulus. Now what? Managing stimulus funding and its forgiveness with the SBA’s ongoing changes is challenging. And it’s not over yet....
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CWA
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May 9, 2021
Leveraging the short-term business boom for long-term gains It’s hard to believe it has been over a year now since COVID-19 encroached into our professional...
3 MIN READ

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May 8, 2021
Should you continue to pay when you don’t have to? The Biden administration announced that coronavirus pandemic relief originally enacted under the CARES Act in...
3 MIN READ

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May 3, 2021
What Are They and How Can I Begin Budgeting? Before closing season 11, the guys couldn't go without discussing the basic expenses independent young adults...
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April 27, 2021
WATCH THE WEBINAR TO GET actionable insights In this webinar, CPAs Justin Fry and Keith Klein conduct an in-depth exploration of the new Pediatric Comparison...
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April 27, 2021
Life Experiences to enjoy and not think too hard about In this episode, the guys reminisce over the life experiences in high school and college...
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