Posts by Lee Beall, CPA, CEO:
Investors: Have You Learned the Lessons of 2008?
November 8th, 2011What are the lessons investors and advisors have learned from the Great Recession? Investment Partners’ Doug Bambeck shares these four tips. Read the rest of this entry “
What Kind of Fiduciary Are You?
July 25th, 2011Over the years, I’ve worked with many clients who served as fiduciaries for their company’s retirement plan. It’s a serious position. When you serve as a fiduciary, the position comes with responsibility outlined by ERISA, including keeping track of reasonable fees, completing and following an investment policy and providing guidance to participants. Unfortunately, plan fiduciaries who do not fulfill their duties can be found liable by the Department of Labor, and participants have also successfully sued fiduciaries in civil actions. Read the rest of this entry “
Can you make better use of surplus business cash?
February 15th, 2011Can you make better use of the cash you have on hand for your business? Develop a strategy to get the highest rate of return: 1) calculate a 12 month rolling cash projection to forecast cash deficits and surpluses, and 2) update your daily or weekly cash position to determine the extra cash your business has available. Read the rest of this entry “
Can you make better use of your business cash?
January 28th, 2011Can you make better use of the cash you have on hand for your business? Develop a strategy to get the highest rate of return: 1) calculate a 12 month rolling cash projection to forecast cash deficits and surpluses, and 2) update your daily or weekly cash position to determine the extra cash your business has available. Read the rest of this entry “
Guess Who’s a Top 100 Accounting Firm?
August 16th, 2010Rea & Associates was recently named to the Top 100 Accounting Firms in the Nation by INSIDE Public Accounting, an accounting industry publication. We are pleased to be recognized once again by our peers. Rea doesn’t strive to be one of the largest firms in the county, but we do strive to provide small-town attention with a high level of expertise to our clients. We’re grateful to our clients for allowing us to continue to share in their success, and humbled by the word-of-mouth advertising they share with our prospects. Read the rest of this entry “
How does coffee affect your credit?
April 19th, 2010Little purchases – a coffee here, a movie ticket there, a new magazine subscription because, hey, you deserve it – add up and can wreak havoc on your checkbook – and possibly your credit. Read the rest of this entry “
