News Category: Tricia Duncan, CPA

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August 27, 2023

Small Business Webinar Replay: Using Reporting and Key Performance Indicators to Manage Your Business

Every business, large or small, regardless of what it does, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors. These CSFs relate to the business processes and activities … Read more…

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August 22, 2023

Paid Leave Oregon: New Resources

The Oregon Employment Department (OED) made available several new resources that employers can provide to employees who may need to apply for Paid Leave Oregon. As a reminder, employees could start applying on August 14th. These resources include:

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April 24, 2023

Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”

Make better financial decisions for your small business by learning how to read and understand the 3 key financial statements: the balance sheet, income statement, and cash flow statement. We walk through how to read each one individually and then … Read more…

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January 16, 2023

Small Business Webinar: “Getting Started with 2023 Budgeting and Managing Cash Flow”

Watch the replay: Managing your cash flow through uncertain times can be difficult. Join us to learn how to create a budget and cash management process to help you plan and adapt in 2023. Learn how to: Our Presenter: Tricia … Read more…

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October 20, 2022

How Employers Can Prepare for Paid Leave Oregon

Now is the time for Oregon employers to start preparing for the state’s new paid family and medical leave insurance (PFMLI) program, known as Paid Leave Oregon. Funded through payroll taxes, employers and employees will begin paying into the fund … Read more…

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