Latest Insights
Dive into Sikich's entrepreneurial thought leadership, for clarity on the recent trends affecting your business.
COVID-19
The Recent Release of Affiliate Rules related to the Paycheck Pro...
April 14, 2020
The clarification we’ve all been waiting for was provided by the SBA on April 2, 2020 and yes, this includes...
Read MoreTechnology
Remote Access Risks During the Coronavirus Crisis
April 14, 2020
As you'd expect with the current COVID-19 quarantine, a lot of companies are implementing quick fixes to get their employees working...
Read MoreCOVID-19
CARES Act Emergency Grants for Higher Education
April 14, 2020
As higher education institutions and your students are encountering unique challenges and unexpected costs, the Department of Education has announced...
Read MoreTransaction Advisory Services
A Quality of Earnings Report: Where Audits Fear to Tread
April 14, 2020
Transaction Advisory Services
A Quality of Earnings Report: Where Audits Fear to Tread
April 14, 2020
You see stellar earnings for a company you’re about to acquire. These figures could be a positive sign—longtime, happy customers...
Read MoreTechnology
Take Advantage of This Challenging Time to Move Your Business For...
April 14, 2020
The current pandemic may offer an opportunity to bring your entire organization together behind your mission and strategy. If you...
Read MoreArticle
Crain’s Cleveland Business Features Jerry Murphy
April 13, 2020
Crain's Cleveland Business included comments from Jerry Murphy - about reshoring and trade-related findings in Sikich's 2020 manufacturing survey -...
Read MoreArticle
Clarifications of an Institution’s Composite Score
April 13, 2020
The Department of Education’s clarification of an institution’s calculation of the composite score to confirm with changes in certain accounting...
Read MoreTax
Sole Proprietors and the Paycheck Protection Program Loan –...
April 13, 2020
Updated April 15, 2020 to Include Latest SBA Guidance Released April 14, 2020 Sole proprietors, independent contractors and self-employed individuals (hereafter...
Read MoreTax
Securing Donations During Difficult Times
April 10, 2020
As you work to navigate these difficult times as a leader of a not-for-profit organization, it’s important to continue thinking...
Read MoreArticle
Industry Today Features Jerry Murphy
April 10, 2020
Jerry Murphy authored an article on the steps manufacturers can take to survive the COVID-19 pandemic, which was featured in...
Read MoreNetSuite
Using OpenAir With Identifying Sales Opportunities
April 10, 2020
OpenAir is a Professional Services Automation Solution that is owned by NetSuite. It provides resource management, project management, project accounting,...
Read MoreCOVID-19
CARES Act Provides Educational Relief to For-Profit Institutions
April 10, 2020
The Department of Education released on April 9, 2020 the provisions and funds authorized for schools under the economic relief...
Read MoreTechnology
Dynamics 365 Transition to Unified Interface
April 9, 2020
Microsoft made an announcement last Fall 2019 that customers of the Dynamics 365 Customer Engagement will need to transition to...
Read MoreArticle
Rethink Employee Engagement with Salesforce Communities
April 9, 2020
Salesforce has created a community space for sharing information and collaborating with those essential to your business. This collaborative solution...
Read MoreAudit and Tax
Fraud Happens: Prevention Starts with a Plan and a Strong Will
April 9, 2020
External audits are essential tools to help uncover critical information about a Not-For-Profit’s financial standing and overall health. Although auditors...
Read MoreWealth Management
Do You Have an Emergency Fund?
April 8, 2020
Emergency funds. While they are not a fun topic of financial planning, they are crucial and essential for everyone to...
Read MoreTechnology
Understanding the CARES Act Loan Provisions
April 8, 2020
The loan provisions with the CARES Act can be, like most legislation, confusing. To make matters even more complicated, some...
Read MoreTechnology
Better Understand Your Client Relationships with Households in Sa...
April 8, 2020
Since releasing Financial Services Cloud (FSC) in 2016, Salesforce has broadened the focus from Wealth Management to include the many...
Read MoreTechnology
Stratos Wealth Partners Salesforce Case Study
April 7, 2020
With Salesforce and Sikich, Stratos was able to streamline operations and empowers client advisors. Stratos Wealth Partners engaged with Sikich to...
Read MoreTechnology
PowerToys in Windows 10 – PowerRename
April 7, 2020
In my last blog, I discussed Microsoft’s latest go at PowerToys. Full source code is available here on GitHub: https://github.com/microsoft/PowerToys. Microsoft...
Read MoreTechnology
Leveraging Cloud ERP Solutions to Facilitate Working Remotely
April 6, 2020
With the current COVID-19 shelter-at-home restrictions, businesses will not survive if the employees cannot work from home (aside from the...
Read MoreCOVID-19
As COVID-19 continues to impact our businesses, we look ardently ...
April 6, 2020
As we embark on another week amidst a pandemic that continues to unfold before our eyes, several thoughts have been...
Read MoreTechnology
Protect Your Sandbox with Salesforce Data Mask
April 6, 2020
Announced at Dreamforce 2019, Salesforce has made it much easier to secure the sensitive information in your organization when working in...
Read MoreTax
IRS Developments With Employee Retention Credit and Payroll Repor...
April 3, 2020
On March 27, 2020, Congress passed and the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES)...
Read MoreTechnology
Inactive User Accounts – Risks and Best Practices
April 3, 2020
Inactive accounts or accounts that have never logged in to a machine are also known as “stale” user accounts. Stale...
Read MoreTax
SBA Issues Interim Final Rule For Paycheck Protection Loan Progra...
April 3, 2020
On April 2, 2020, the Small Business Administration (SBA) issued its Interim Final Rule on the Paycheck Protection Loan Program...
Read MoreTechnology
How I Learned to Stop Rebating and Love Trade Allowance Agreement...
April 3, 2020
Trade Allowance Agreements in Microsoft Dynamics 365 for Finance and Operations (D365FO) offer users a powerful tool to handle sales...
Read MoreCOVID-19
Strategies to Mitigate the Financial Effects of COVID-19
April 2, 2020
Don’t touch your face – or your 401(k) It’s important to keep your financial priorities top of mind during an unexpected...
Read MoreTechnology
Top Three Reasons to Use Jet Reports for Accurate Data Reporting ...
April 2, 2020
These days, finance teams are under tremendous pressure to adapt to a quickly shifting economic environment. We know that access...
Read MoreCOVID-19
CARES Act Impact on Retirement Plan Sponsors and Participants
April 1, 2020
Amidst the global health epidemic caused by the novel coronavirus (‘COVID-19’) and the resulting economic decline in the United States, President Trump...
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