Certified Public Accountants · Financial Planning & Investment Services
🖨 Print⏱ 3 min readWhile Cash EBITDA isn’t recognized by generally accepted accounting principles (GAAP), it’s a way for company owners and investors to account for deferred revenue during valuation modeling. This financial metric measures a business’ year-over-year change in postponed revenue to analyze a company’s financial situation. Defining EBITDA Before Cash EBITDA is defined, […]
🖨 Print⏱ 4 min readYou might have heard this saying, “A journey of a thousand miles begins with a single step,” which is from the Tao Te Ching by Lao Tzu. However, the principle of taking tiny steps along a path to achieve a larger financial goal is the much same. Here are a few […]
🖨 Print⏱ 4 min readThe era of artificial intelligence as a competitive advantage has hit a structural barrier – the Governance Wall. Some time back in 2024 and 2025, organizations raced to adopt AI tools to automate decisions, improve efficiency and cut costs. Now, as we move through 2026, the conversation is shifting from “How […]
🖨 Print⏱ 3 min readThe Customer Acquisition Cost (CAC) measures how much a company spends to obtain new, additional customers. Oftentimes, this calculation is used with the customer lifetime value (LTV) metric, that also projects the customer’s profitability to calculate the newly acquired customer’s value. It’s primarily used to measure a business’ sales and marketing […]
Disapproving the action of the District of Columbia Council in approving the DC Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 (HJRes 142) – After passage…
🖨 Print⏱ 5 min read Most people approach tax season thinking about one thing: getting their return done. What they rarely think about is what the experience looks like from the other side of the desk. Having seen it from both angles, I can tell you there’s a real difference between clients who make a […]
🖨 Print⏱ 3 min readCompanies that have assets on their balance sheet, but the values of those assets aren’t accurately reflected, are considered to have hidden value. As part of an investor’s fundamental analysis of a potential investment, it looks at a company’s financial statements, the state of the macro economy, and the business’ competitive […]
🖨 Print⏱ 4 min readArtificial intelligence (AI) is no longer a competitive advantage; it has become a necessary infrastructure. Businesses now heavily rely on AI-powered systems, from automated customer service to predictive analytics and decision-making tools. These platforms are cloud-based, and their reliance comes with growing concern of AI lock-in. This dependence on major cloud […]
🖨 Print⏱ 3 min readWith 57 percent of public companies offering their workers employee stock purchase plans (ESPPs), according to the National Association of Stock Plan Professionals (NASPP), understanding how qualifying dispositions work is an essential skill. The concept refers to someone selling or otherwise “disposing” of equities who sees advantageous tax benefits. This is […]
🖨 Print⏱ 4 min read Tax season is here, and while the IRS opened its doors for 2025 returns on Jan. 26, with the familiar April 15 deadline intact, this year’s filing experience is shaping up to be anything but routine. A perfect storm of workforce cuts, rushed new tax breaks, and strained systems means […]