Issue 1_2022_VIEWpoint | Page 2

VIEWpoint

Keep Your Business On Track With a Midyear

02 Budget Checkup

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10

Could an FLP Fit Into Your Succession Plan ?
5 Best Sage Intacct Features for Professional

08 Services Firms

Is Your Business Activity Creating Nexus ?

13 Preparing for Your SOC 2

Journey : What You Need to Know

IN THIS ISSUE

01

Ask the Advisors
Gain insight from our knowledgeable transaction advisors as they answer timely business sale questions from our clients .

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Digitize Your Supply Chain to Better Manage Risk
Contractors , find out how digitizing your supply chain can improve oversight , increase efficiency and help manage risk .
Employers : Are You Tracking Hours for Your Part-Timers ’ 401 ( k ) Eligibility ?
Determine whether you should start tracking hours now for part-time employees to comply with the SECURE Act .
A Guide to Fidelity and Crime Insurance for Businesses
Learn more about fidelity and crime insurance to determine if your business is properly protected .
Tips to Spot and Prevent “ Ghost Employees ”
Discover how you can identify and eliminate ghost employees within your organization ’ s payroll system .
Around the Firm
Check out what ’ s been happening nationally around the firm .