Whalen CPAs: Firm News

What’s New at Whalen CPAs?

Exciting things are always happening at Whalen CPAs! Stay abreast of firm news and Contact Us if you have any questions.

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Beyond the Chair: Navigating Key Metrics for Dental Office Prosperity
One common problem that dentists face is that they spend ample time working in their businesses and not much time
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Accounting for M&A
Business merger and acquisition (M&A) transactions have significant financial reporting implications. Notably, the company’s balance sheet will look markedly different
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Tips for a faster month-end close
Does your company struggle to close its books at the end of each month? The month-end close requires accounting personnel
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Shareholder advances: Debt or equity?
From time to time, owners of closely held businesses might need to advance their companies money to bridge a temporary
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4 ways to prepare for next year’s audit
Every fall, CPAs are busy preparing for audit season, which generally runs from January to April each year. This includes
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A winning combination: QuickBooks + your marketing platform
QuickBooks® is a popular business accounting software program. There are also a number of marketing platforms that businesses can use
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FASB approves updated rules for disclosing income taxes
On August 30, 2023, the Financial Accounting Standards Board (FASB) unanimously voted to finalize its proposed improvements to the disclosure
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FASB finalizes new crypto standard in record time
On September 6, the Financial Accounting Standards Board (FASB) unanimously voted to finalize new accounting rules on cryptocurrency assets —
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The Wealth Gap and How CEPAs Can Help You Close It
Business owners have about 80% of their net worth locked up in the business; therefore, only 20% is liquid (Snider,
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How to Recognize and Avoid IRS Scams
The IRS is a major target for scammers, who use a variety of methods to trick taxpayers into giving up
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Unlocking the Power of Effective Receivables Management: 10 Insights for Financial Success
Managing accounts receivable (AR) is a fundamental aspect of financial health for any business. A robust AR system ensures steady
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Unlocking Business Attractiveness: A Buyer's Perspective
Every business owner hopes to harvest the wealth locked up in the business. Unfortunately, most owners over-value their businesses. This
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