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PKF Texas
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2025-05-12
What Is the Accounting Close Process and Why It Matters
In this episode of PKF Texas – The Entrepreneur’s Playbook®, Roland Robb breaks down the purpose and importance of the accounting close process. Whether monthly, quarterly, or annually, closing your […]
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PKF Texas
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2025-05-08
5 Common Tax Questions Answered After Filing Your Return
Key Points: Even after your 2024 federal return is submitted, a few nagging questions often remain. Below are quick answers to five of the most common questions we hear each […]
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PKF Texas
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2025-05-07
Why Strategic Planning is Critical for Business Success
Strategic planning isn’t just for large corporations — it’s a vital roadmap for small and mid-sized businesses aiming for sustainable growth. In this episode of PKF Texas—The Entrepreneurs Playbook®, Jen […]
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PKF Texas
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2025-04-28
Why Your Business Needs a Budget
In this episode of PKF Texas—The Entrepreneurs Playbook®, Jen Lemanski sits down with Alejandro Ballestin, Senior Manager in the Business Advisory group and one of our Approachable Advisor®, to discuss […]
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PKF Texas
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2025-04-21
Should You Keep or Discard Your Tax Records?
Knowing how long to retain your tax records is essential for staying compliant with IRS regulations. Holding onto documents for too long may create unnecessary clutter, while disposing of them […]
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PKF Texas
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2025-04-17
3 Profit-Boosting Strategies for Small to Mid-Sized Businesses
In this PKF Texas – Entrepreneurs Playbook® episode, Jen Lemanski sits with Jamie Matte, CPA, Business Advisory Director and one of our Approachable Advisor®, to discuss practical profit enhancement strategies […]
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PKF Texas
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2025-04-09
Understanding Self-Dealing for Private Foundations
In this episode of PKF Texas – The Entrepreneur’s Playbook®, Jen Lemanski sits down with Fatima Chase, Senior Tax Manager and one of the Approachable Advisors® on our Not-for-Profit team, […]
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PKF Texas
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2025-04-02
CECL Reporting for Nonprofits: Key Updates & Compliance Tips
Key Points: The Financial Accounting Standards Board (FASB) Accounting Standards Update (ASU) No. 2016-13 seems like it would be old news. But the provision for accounting for current expected credit loss […]
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PKF Texas
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2025-03-31
How Nonprofits Can Use the Form 990 to Attract Donors
Did you know the Form 990 isn’t just for IRS compliance? It’s a powerful storytelling tool that can help nonprofits highlight their impact and attract donors. In this episode of […]
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PKF Texas
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2025-03-26
Is Your Nonprofit’s Cybersecurity Strong Enough? Put It to the Test
Key Points: At least 68% of not-for-profits experienced one or more data breaches between 2021 and 2023, according to the CyberPeace Institute. Already in 2025, several nonprofits, including health care, […]
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