Author Archives: Jocelyn Potter

Still Confused? Does Your 401(k) Plan Still Need an Audit?

On February 23, 2023 (wow, time flies!) the U.S. Department of Labor (DOL) Internal Revenue...

Financial Audits Are Essential in Business Succession Planning

Selling a business is a major milestone—one that requires careful preparation, strategy, and planning. While...

The Difference Between Audit, Review, & Compilation: Which One Does Your Business Need?

As a business owner, you might find yourself navigating through the financial reporting landscape, wondering...

New 401k Plan Audit Rules for 2024

The DOL Department of Labor has made some noteworthy changes to the financial statement audit requirement...

4 Ways Outsourced Accounting Helps Non-Profits Deal with Multi-level Government Regulations

Your Mission As a non-profit, your primary goal is to provide services that contribute to the betterment...