Blog

We’re pleased to share that Assurance Partner Deetra Watson, CPA, has been included on Forbes’ 2025 list of America’s Top 200 CPAs. The list highlights practitioners across the country who demonstrate strong judgment, technical proficiency, and a steady presence in public accounting. A Thoughtful Selection Process Forbes...

Growth is a good thing—but it also brings complexity. As an independent pharmacy expands, so do its financial responsibilities. Managing payroll, vendor contracts, reimbursement tracking, budgeting, forecasting, and strategic planning can quickly overwhelm even the most organized owner.  That’s where outsourced CFO services come in. For growing...

Running an independent pharmacy comes with a long list of responsibilities, and as the owner, you wear many hats—manager, pharmacist, HR, finance, operations. But when it comes time to pay yourself, the answer isn’t always straightforward. How much should you take home? And just as importantly, how do you determine the right method for doing...

Few things can rattle a business owner faster than seeing “Internal Revenue Service” on an envelope. The instinct is to panic. But the truth? An IRS notice doesn’t automatically mean you’ve done something wrong.  In 2025, notices are more common than ever. Many are generated automatically...

Setting up a child's financial future can be one of the most impactful gifts parents, grandparents, relatives, and friends can provide. By leveraging various tax-advantaged accounts and strategies, you can not only contribute to a child’s immediate financial needs but also lay a foundation for...

So you built something real. A business. A legacy. A family-run thing that’s weathered recessions, pandemics, and probably more sleepless nights than you care to count.  Maybe it’s a restaurant. A dental practice. A small farm. Maybe it’s a consulting firm that started at your kitchen...

In the world of independent pharmacy, managing cash flow can feel like a constant balancing act. Even when revenue looks healthy, cash shortages can still happen—leaving owners scrambling to cover payroll, pay vendors, or reinvest in their operations. If this sounds familiar, the issue may...