Insights
Insights
Notes on audit, tax, and advisory practice — written by the partners who do the work, not a content team.
The Difference Between a Bookkeeper, a Controller, and a CFO (And When You Actually Need Each)
We get this question from almost every founder we work with, usually right around the point where they've outgrown whichever role they hired first…
Read the piece → July 11, 2026Post-Merger Integration Is Where Deals Actually Go to Die
The negotiation gets the press release. Integration gets almost no attention, and it's where a meaningful share of otherwise sound acquisitions quietly destroy the…
Read the piece → July 11, 2026R&D Tax Credits: The Four-Part Test Most Companies Get Wrong
The federal R&D tax credit is one of the most under-claimed credits in the tax code, and also one of the most frequently claimed…
Read the piece → July 11, 2026Why We Rotate Engagement Partners Every Five Years, Whether You Ask or Not
PCAOB rules require partner rotation only for issuers — public companies. Nothing requires it for the private and nonprofit clients that make up most…
Read the piece → July 11, 2026The Single Audit Threshold Nobody Reads Until It’s Too Late
Every year, a handful of nonprofits discover — usually around the time their fiscal year has already closed — that they've crossed the $750,000…
Read the piece → July 11, 2026What ASC 606 Actually Changed for SaaS Revenue Recognition
Most of the confusion around ASC 606 isn't about the standard itself — it's about the fact that a lot of SaaS companies were…
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