Ask The Experts Segment Recorded on July 13, 2023 Joel Gratz, Managing Partner and CPA, takes the show with Bill Dean on KWLM’s talk show by sharing what you need to know about estate planning. Estate planning is a very individualized process and no two situations are ever the same. Hear a story of estate… Continue Reading
Archives for July 2023
Ask the Experts – Recent Laws In Legislature
Ask The Experts Segment Recorded on June 7th, 2023 Joel Gratz, Managing Partner and CPA, along with Teresa Carlson, Partner and leader of our Client Accounting and Advisory Services team up with Bill Dean on KWLM with discussion and timelines on the latest legislation and changes coming for both employers and employees. The Sick n… Continue Reading
Ask the Experts – Employee Theft
Ask The Experts Segment Recorded on May 5th, 2023 Bradley Pederson, Partner and CFO, takes the show this month with Bill Dean on KWLM and informs listeners on employee theft and the fraud triangles that can occur. 1 in 5 businesses have been impacted, so it’s a common issue. Business owners need to be on… Continue Reading
Paynesville Open House, July 27th!
Thursday, July 27th marks our Paynesville move in celebration! We’ve gone from renting a one-room office to purchasing and renovating a building into a space ready for our expanding team. Our employees are moving into their new environment and gone are the days of rotating the office between us! Join us for an open house… Continue Reading
