From the Desk of Robert Idzi

The deal closes on a Friday. By Monday, new ownership wants a management report. Someone hands over books that have never actually been verified — just inherited. Nobody plans to…

Tariffs get the headlines this year. The effective US tariff rate is now near 10%, the highest since 1946. Mid-sized businesses have watched their tariff bills nearly triple since early…

Your bookkeeper closes the books by the 10th every month. Invoices go out on time, payroll never misses a beat, and the bank reconciles clean. And yet you’re staring at…

A shop floor supervisor pulls up a job that closed last week. It quoted at a healthy 32% margin — the kind of job that made the sales team happy…

It’s one of the more disorienting moments for a business owner: the financial statements say the company had a strong month. Revenue is up, the P&L shows solid margin, and…

Lately, I’ve been getting the same question from business owners and leadership teams: “What accounting system should we upgrade to—NetSuite, Great Plains, or something similar?” It’s a reasonable question—but it’s…

Growing businesses often reach a point where basic bookkeeping and year-end tax preparation are no longer enough. Financial statements may be delayed, margins may be unclear, internal controls may be…

In today’s dynamic business environment, even well-managed companies can face financial difficulties due to various internal and external factors. When a company encounters financial distress, seeking the right financial consulting…

In today’s tumultuous business environment, even well-managed companies can face financial difficulties due to various internal and external factors.  When a company encounters financial distress, exploring viable solutions is crucial. …