3 Tips to Improve Year-End Tax Numbers


Pumpkin spice season is upon us, and next thing you know we’ll be frantically racing through the mall to complete our Christmas shopping lists. As you prepare for the holiday frenzy, don’t forget to add “call your CPA” to your to-do list. Why? There are several planning strategies that may help both businesses and individuals maximize deductions if acted upon before year-end.

Watch Ann Marie Sale discuss 3 tips to improve year-end numbers including tips to make the most of charitable contributions.


3 Red Flag Indicators of Occupational Fraud


What is one of the things that most businesses, not-for-profit organizations, and governments have in common? Unfortunately, it’s susceptibility to occupational fraud. According to the Association of Certified Fraud Examiners (ACFEs) 2014 Report to the Nations on Occupational Fraud and Abuse, the median loss caused by occupational fraud in not-for-profit organizations is $108,000. 

Watch  Michael Maddox discuss 3 red flag indicators of fraud including unusual account reconciliation items, large expense account variances, and employee behavioral changes. Read our article covering the most common occupational fraud schemes which include in the three types – financial statement fraud, corruption, and asset misappropriation.  Learning how these work is the first step in implementing measures designed to deter fraud and protect your organization.


Jacksonville-based CPA firm Harbeson, Fletcher & Bateh, LLP, has joined top 25 CPA and advisory firm Carr, Riggs & Ingram, LLC (CRI). The Park Street location now operates under the CRI name and all current personnel join CRI’s team of more than 1,300 professionals across the South. For more information, please read our full press release.


By all means, ensure that your honeymoon lasts as long as possible. But once you have awakened to the realities of your new life together, everything will go smoother if you take a minute to review these 5 tax tips for newlyweds. 1. Are you changing your name? If you are going to have a….


Your manufacturing business’s financial ratios are among the myriad pieces of data a lendinginstitution will evaluate when deciding whether your company is worthy of a loan — and able to pay it back timely. Financial ratios are comparisons of two or more items on your balance sheet or income statement and may be completed in….


CRI partners Harold Monk and Bruce Nunnally have been recently appointed to national private company accounting councils and committees.