Lead Early and Often
September 7, 2022
by Josh Beaird, Partner, CPA at The Whitlock Co. The current business environment has many challenges, as global events impact firms, businesses, and employees in
by Josh Beaird, Partner, CPA at The Whitlock Co. The current business environment has many challenges, as global events impact firms, businesses, and employees in
The emergence of COVID-19 changed our way of working completely. To keep companies operating during the shutdown, many allowed employees to work from home. With
The word “blockchain” has been floating around for the past couple of years. Although most people have heard the word, they may not really understand
Cash flow is the lifeblood of your business. Long-term, stable cash flow involves so many moving parts to keep track of. Business advisors and accounting
Community banks are facing a lot of pressure as they look to grow in their home markets. They face competition from larger lenders, ways to
As inflation is increasing throughout the economy, central banks have begun raising interest rates. Since community bank assets are loan heavy, it is generally assumed
Back in 2019, the American Institute of Certified Accountants (AICPA) rolled out a new audit standard for employee benefit plans (EPBs). Known as Statement on
Part of the mission of The Whitlock Co. is to foster wealth management for high-net-worth individuals by devising a long-term strategy to preserve what you’ve
High net worth individuals have unique financial situations and unique concerns with regard to managing their wealth. The Whitlock Co.’s financial advisors can help you
Amount billed for routine phone calls
Amount billed for services if not 100% satisfied
Sleepless nights knowing we’re in charge
Headaches figuring out tax regulations
Of your time devoted to making money
Stress free tax filing
