Geri Wood Geri Wood

Are Your Financial Statements Meeting Stakeholder Expectations?

In this blog, I’ll show you what today’s funders and business partners are looking for when they review your numbers. We’ll highlight common reporting gaps that could be holding your business back. Finally, I’ll help you decide whether an audit, review, or compilation is the best way to help your business stand out and grow with confidence.

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Geri Wood Geri Wood

Why San Diego Businesses Can’t Overlook Employee Benefit Plan Audits

When it comes to protecting your business and your employees’ futures, overlooking an employee benefit plan audit simply isn’t an option. For many organizations, the Department of Labor (DOL) is paying closer attention than ever, especially to those operating in competitive markets like San Diego.

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Geri Wood Geri Wood

Beyond Numbers: Using Management Reports to Benchmark, Collaborate, and See the Future

Benchmarking is critical tool for setting goals, pinpointing gaps, and motivating continuous improvement. When you benchmark your performance against industry leaders or direct competitors, you gain insight into how your business really stacks up—and where you can improve. Effective management reporting services make these comparisons possible, transforming raw data into actionable intelligence.

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Geri Wood Geri Wood

Management Reports vs. Financial Reports: Why Every Business Needs Both to Succeed

Should you focus on financial reporting, or are internal management reports the key to strategic growth? The answer is—both are essential, but each serves a distinct purpose. We explore the differences between management reports and financial reports, show you why each is critical to your business, and provide practical guidance on leveraging both for better decision-making and long-term success.

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