Business Budgeting and Forecasting: Creating Financial Plans That Drive Decisions

Summary of Key Points Business budgeting establishes financial goals and spending plans, while forecasting provides continuously updated projections based on current business conditions, making both tools essential for informed decision-making. Traditional annual budgets often fail growing businesses because revenue changes unpredictably, growth expenses occur before related revenue arrives, and business conditions evolve faster than static…

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DCAA Audit Preparation: The Complete Checklist for Government Contractors

Summary of Key Points DCAA audit preparation is an ongoing operational process, not a last-minute task, and successful audits depend on maintaining documented, supportable, and consistently applied accounting and compliance systems at all times. DCAA audits focus heavily on accounting system adequacy, including the segregation of direct and indirect costs, contract-level cost tracking, identification of…

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Financial Statement Analysis: Understanding What Your Numbers Actually Tell You

Summary of Key Points Financial statement analysis is a business skill that helps owners understand profitability, stability, and liquidity by reviewing the income statement, balance sheet, and cash flow statement together rather than relying only on the bottom line. The income statement reveals whether revenue growth, direct costs, and overhead are improving or hurting profitability,…

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How to Prepare for DCAA Pre-Award Survey

How to Prepare for the Pre-Award Survey

If you are new to government contracting, prior to being awarded a flexibly priced contract, your contracting officer will request that DCAA perform a Pre-Award Survey to ensure your accounting system is adequate to account for government contracts. As you’re bidding on contracts, you’ll frequently be asked to provide a copy of an audit by…

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Jennifer Eubanks Moderated  – Presidential Forum Discussion

Presidential Forum Discussion - Jennifer Eubanks

Summary of Keypoints Event role: Jennifer Eubanks served as moderator for a Presidential Forum discussion. Discussion topic: The forum focused on top financial considerations for associations in the post-pandemic environment and during periods of rapid or “hyper” change. Audience relevance: The discussion addressed financial leadership concerns specific to associations navigating uncertainty and evolving economic conditions.…

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Capitol Hill Speaking Engagement

Speaking Engagement - Jennifer Eubanks

Summary of Keypoints Event: Capitol Hill speaking engagement involving Jennifer Eubanks. Date: June 11. Participants: Jennifer Eubanks attended meetings with members of Congress alongside a group of Goldman Sachs 10,000 Small Businesses (10KSB) graduates. Purpose: To share real-world stories and perspectives of small businesses directly with congressional representatives. Policy focus: Advocacy in support of Paycheck…

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GMU – Corporate Tax Implications of COVID-19

GMU Presentation - Corporate Tax Implications

Summary of Keypoints Event: Corporate Tax Implications of COVID-19 presentation hosted by George Mason University (GMU). Date and time: May 28, 2020, at 2:00 PM. Format: Moderated discussion led by Christine Landoll. Panelists: Jennifer Eubanks, Stephen Lawson, and Lina Ivanova. Focus: Examination of the effects of COVID-19 on corporate taxes, highlighting tax-related challenges and implications…

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Small Businesses Suffer with SBA Out of Funds

Black Steel cage with one dollar

Summary of Keywords PPP funding exhaustion: On April 16, the U.S. Small Business Administration announced that the $349 billion Paycheck Protection Program (PPP) funds authorized under the CARES Act were fully exhausted, halting acceptance of new applications after just 14 days. Application timing challenges: Several major banks, including Capital One and Wells Fargo, opened application…

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IRS Extends More Tax Deadlines

Tax

Summary of Keypoints Deadline relief announcement: The IRS extended all federal tax filing and payment deadlines falling between April 1, 2020 and July 15, 2020 to July 15, 2020 for all taxpayers. Estimated tax payments included: Quarterly estimated tax payments, including those normally due on June 15, 2020, may be paid by July 15 without…

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