Insights

Practical guidance on tax, accounting and finance

Plain-language articles from our advisors on deadlines, rule changes and how to run a tighter finance function.

Featured

Tax planning

Ten moves to make before December 31 that can meaningfully lower your 2026 federal, New York State and New York City tax bill.

Eleanor WhitfieldSep 22, 20263 min read

6 articles

Compliance
Sales Tax Nexus for SaaS and E-commerce: A Practical Guide
Where do you actually owe sales tax? A plain-language guide to economic nexus, product taxability and fixing past exposure.
Sofía RamírezAug 28, 20263 min read
Tax planning
LLC vs. S-Corp vs. C-Corp: Choosing the Right Entity in New York
How each structure is taxed, what investors expect and the New York specifics most founders miss.
Eleanor WhitfieldJul 30, 20262 min read
Accounting
How to Close Your Books in 10 Business Days
The close calendar, checklist and automation our team uses to deliver reviewed financials by day ten, every month.
Priya NatarajanJul 8, 20262 min read
Advisory
Seven Signs You Need a Fractional CFO
When a bookkeeper is no longer enough, but a full-time CFO is too much: the signals we see in companies between $2M and $50M.
Marcus ChenJun 17, 20262 min read
Accounting
Preparing for Your First Financial Statement Audit
A timeline and checklist for companies facing their first GAAP audit, from revenue recognition to the PBC list.
James OkaforMay 20, 20262 min read
Compliance
New York Payroll Compliance in 2026: What Employers Need to Know
Withholding, paid leave, pay transparency and the filings that trip up New York employers most often.
Daniel BrooksApr 14, 20262 min read