News & Articles
Trust Accounting: Expert Guidance for Smooth Settlements
When dealing with trust, estate, or probate accountings, it is crucial to follow the correct processes to ensure transparency and avoid disputes. My
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Meeting the Experts: Peter Wesch
I'm Pete Wesch, a shareholder and the tax principal at Smith Marion & Company, where I've proudly served for 17 years. Our firm
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Listening and Learning for Client Success
At Smith Marion, we understand that value comes from a deep understanding of our clients' needs. Hannah Baldwin, the Director of Consulting Advisory
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Client Advisory Services at Smith Marion: A New Era of Financial Partnership
At Smith Marion, we're revolutionizing our approach to client relationships by focusing on Client Advisory Services (CAS). Carlos Carazo, CPA and EA, who
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Navigating Accountability Challenges in Your Organization
We've found that clients often grapple with accountability. We've helped companies with this issue across various sectors, such as nonprofits and housing
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Smith Marion Announces Leadership Connection Meeting in Bozeman, Montana
Bozeman, Montana – Smith Marion, a business consulting and advisory services leader, is excited to host the upcoming Leadership Connection Meeting in Bozeman, Montana. This
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Smith Marion: Elevating Businesses with Expert Accounting, Bookkeeping, and Business Training
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
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Prepare Your Business for a Successful 2024 with Smith Marion’s Expertise
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
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Fostering Accountability: The Key to Elevating Company Morale and Culture
At Smith Marion we do much more than audits, accounting, and CPA work. Although that is what we are known for across the industry we
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Mastering Accountability: The Key to Strategic Plan Success
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
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Time Well Spent: Maximizing Your Productivity Through Workspace Organization
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
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Mastering Board Meetings: A Guide to Navigating with Robert’s Rules of Order
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
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