Category: Financial Guidance

Retirement Secure Act 2.0

The SECURE 2.0 Act passed in 2022, but many of its key provisions are just now kicking in. In this article, we break down the biggest changes and explain how they could affect your retirement savings strategy.

You can use benchmarking – the process of comparing your practice’s data to that of other, similar practices – to create a roadmap for improving everything from your operations to your finances. In this article, we explain how it works.

preparing for inflation

Inflation is complicated… but the habits of companies that perform well amid high inflation are surprisingly straightforward.


Revenue is important, but many otherwise-successful businesses are brought down by cashflow problems. In this post, we explain how smart cashflow management can help you protect your business, make smarter investments, and plan for the future.