News & Articles
Hi, my name is Shona Rodman, and I’m an Executive Assistant at Smith Marion. I joined the firm in 2020, right in the middle of the COVID-19 pandemic. It
Hi, I'm Marcia Campbell, and I'm a CPA. I've been doing this for a long time and love it. But let me tell you, for me, it's not just
My Growth at Smith Marion Hello, I'm Hannah Baldwin, and I've proudly been with Smith Marion since 2013. I am the Director of Client Advisory Services (CAS) (CAS
When dealing with trust, estate, or probate accountings, it is crucial to follow the correct processes to ensure transparency and avoid disputes. My name is Marsha Campbell, and
I'm Pete Wesch, a shareholder and the tax principal at Smith Marion & Company, where I've proudly served for 17 years. Our firm has been a cornerstone in
At Smith Marion, we understand that value comes from a deep understanding of our clients' needs. Hannah Baldwin, the Director of Consulting Advisory Services, embodies this philosophy through
At Smith Marion, we're revolutionizing our approach to client relationships by focusing on Client Advisory Services (CAS). Carlos Carazo, CPA and EA, who has been with the firm
We've found that clients often grapple with accountability. We've helped companies with this issue across various sectors, such as nonprofits and housing authorities, to name a few.
Bozeman, Montana – Smith Marion, a business consulting and advisory services leader, is excited to host the upcoming Leadership Connection Meeting in Bozeman, Montana. This event offers business leaders and
In the competitive world of business, success depends on more than just crunching numbers and balancing ledgers. It requires a holistic approach that encompasses financial expertise, strategic vision, and effective
As the year 2023 draws to a close, businesses across various industries are gearing up for a fresh start in 2024. The challenges and uncertainties of recent times have highlighted
Strategic planning is a critical process for Housing Authorities seeking to achieve long-term goals and objectives. It involves thinking forward to the future, setting a clear direction, identifying priorities, and
Time is a finite resource, and making the most of it is essential for productivity and overall well-being. One effective way to boost productivity and efficiency is by organizing
For nonprofit organizations, effective board meetings are key to informed decision making and sound governance. Many nonprofits utilize Robert's Rules of Order as a framework for conducting meetings. In
Nonprofit organizations rely heavily on their boards of directors to provide strategic direction, governance, and leadership. However, organizations must be prepared for transitions as board members step down from
Nonprofit board retreats are opportunities for board members to step away from their regular duties, engage in strategic thinking, and strengthen relationships within the team. The key to
Artificial Intelligence (AI) has proven to be a transformative force in various industries, and it's no exception for Housing Authorities. While much of the discourse surrounding AI focuses on
Employee engagement is a crucial component of any successful Housing Authority. Engaged employees are more motivated, productive, and loyal to their employers, contributing to higher retention rates and better strategic
CFOs play a pivotal role in financial stability, transparency, and reporting requirements for their nonprofit entity. Retaining this level of expertise can greatly improve a nonprofit's ability to fulfil
Smith Marion, a reputed accounting firm with a solid track record in assisting a diverse clientele, brings forth an insightful perspective on Section 8 housing, elucidating common benefits and misconceptions
The concept of affordable housing is more than just providing shelter to those with limited means. It plays a pivotal role in fostering strong, vibrant communities and yields numerous social,
