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    • Accounting & Tax Services
    • Nonprofit Audits
    • 401k Audit
    • Small Business
  • Coaching for Pastors

Financial 101

How Much Company Stock Should You Have? - Best Financial Life

How Much Company Stock Should You Have?

The key to a successful investment portfolio: Diversification  Recently, tech stocks have been dominating the news and I’ve been asked more …

How Much Company Stock Should You Have?Read More

Category: Financial 101, InvestmentTag: company stocks, investment portfolio

Nonprofits: Employment and Compensation Tips

A solid workforce is a necessity for any type of business to be successful. Even though many nonprofits rely heavily on the kindness of volunteers, …

Nonprofits: Employment and Compensation TipsRead More

Category: Nonprofit AuditsTag: cpas in walnut creek, Ernst Wintter, nonprofit audit, nonprofits, walnut creek cpa

Tax Tips for Private Foundations

Tax planning is different for private foundations than other charitable organizations. Private foundations pay an excise tax. Generally started by a …

Tax Tips for Private FoundationsRead More

Category: Nonprofit AuditsTag: accounting experts, cpas in walnut creek, Ernst Wintter, nonprofits, recordkeeping

Small Businesses and Upcoming Tax Changes

New tax laws and regulations change frequently. Knowing how the upcoming tax changes will affect your small business is crucial. Being prepared for …

Small Businesses and Upcoming Tax ChangesRead More

Category: Accounting & Tax Services, Small BusinessTag: accounting records, business accounting records, Ernst Wintter, small business accounting records, small business records

Nonprofit Basics: Three Internal Controls your Organization Needs

Operating a nonprofit organization is a great way to give back to the community or a specific cause. Managing your nonprofit’s financial records is a …

Nonprofit Basics: Three Internal Controls your Organization NeedsRead More

Category: Nonprofit AuditsTag: accounting records, Ernst Wintter, nonprofits, Walnut Creek accounting firm

Nonprofit Finance Reporting: Upcoming Changes to be Aware Of

Owning and operating a nonprofit organization can be a rewarding experience. Keeping accurate business records is critical. The daily operations of …

Nonprofit Finance Reporting: Upcoming Changes to be Aware OfRead More

Category: Nonprofit AuditsTag: accounting experts, cpas in walnut creek, Ernst Wintter, nonprofit audit, nonprofits, preparing for a nonprofit audit

Home Office Space: Are you Deducting it Correctly?

Millions of people work out of their homes on daily basis. Running a small home business or telecommuting, working from home is a cost effective plan. …

Home Office Space: Are you Deducting it Correctly?Read More

Category: Accounting & Tax ServicesTag: accounting records, Ernst Wintter, recordkeeping, Walnut Creek accounting firm

Broker Dealer Annual Audit: Checklist of What you Need to Prepare

Changes to the annual audit require broker-dealers to be proactive in being prepared. Working closing with the US Securities and Exchange Commission …

Broker Dealer Annual Audit: Checklist of What you Need to PrepareRead More

Category: Accounting & Tax ServicesTag: broker-dealer audit, cpas in walnut creek, Ernst Wintter, recordkeeping, walnut creek cpa

Writing a Charter for a Nonprofit

Nonprofits play an integral role in your local community, state level, and worldwide organizations. Providing a broad spectrum of services, nonprofit …

Writing a Charter for a NonprofitRead More

Category: Nonprofit AuditsTag: nonprofit audit responsibilities, nonprofit audits, nonprofit charters, nonprofits

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