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Insights Journal: Tools & Strategies

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Careers
01 May 2025

Unanet Implementer

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Careers
01 May 2025

Sage Intacct Implementer

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Economy & Community, Insights Journal, Operations & Workforce, Tools & Strategies
Construction manager discusses accounting with professionals in a virtual meeting, reviewing project details on a tablet.
21 Mar 2025

Maximize Profits with the Percentage of Completion Method

In the construction industry, choosing the right accounting approach is key. As trusted financial advisors in San Antonio, we've outlined four advantages of PCM to help you decide if it's the best fit for your business.

badgercpadev
Compliance & Accounting, Economy & Community, Insights Journal
Pile of US dollar bills with a small Texas flag on top against a blue background.
14 Mar 2025

The Texas Stock Exchange: Implications for Small Businesses

As the Texas Stock Exchange (TXSE) prepares to launch, we find ourselves at a pivotal moment for small businesses across the Lone Star State. This new financial frontier presents both challenges and opportunities that will reshape our economic landscape.

badgercpadev
Insights Journal
Working to maximize tax deductions
27 Feb 2025

Top Tax Deductions Your Business Might Be Overlooking

As a business owner, you’re always looking for ways to maximize profits and minimize expenses. One of the most effective strategies to achieve this is by taking full advantage of tax deductions. However, many businesses leave money on the table by overlooking deductions they’re entitled to claim. Here are some…

Fiona Swisher
Insights Journal
Analyzing Financial Data
24 Jan 2025

Data-Driven Leadership: Harnessing Financial Data for Strategic Success

Staying ahead in a fast-paced business world requires more than intuition and experience. Modern executives are increasingly turning to financial data to guide their decisions and shape the future of their organizations. Leveraging financial analytics, forecasting, and key performance metrics has become essential for achieving sustainable growth and profitability. The…

Fiona Swisher
Insights Journal
Setting Financial Goals
13 Dec 2024

How to Align Your Financial Goals with Your Business Vision

For CEOs, the task of aligning financial goals with a company’s broader vision is one of the most critical aspects of leadership. Success in this area requires a careful balance of strategic insight, financial discipline, and adaptability to market conditions. When done well, it ensures that every financial decision supports…

Fiona Swisher
Insights Journal
Tax Strategy
25 Nov 2024

Using Depreciation as a Tax Strategy for Business Assets

As a business owner, managing expenses and optimizing tax strategies are crucial for maintaining profitability. One effective method to reduce taxable income is through depreciation.    What is Depreciation? Depreciation is an accounting method used to allocate the cost of tangible assets over their useful lives. Instead of deducting the…

Fiona Swisher
Insights Journal
Consulting On Financial Checklist
18 Oct 2024

Year-End Financial Checklist: What to Review Before Tax Season Begins 

Year-End Financial Checklist: What to Review Before the Tax Season Begins  As the year comes to a close, it's crucial for individuals and businesses to prepare for the upcoming tax season. Taking the time to review and organize your financial records before the new year can help ensure a smooth…

Fiona Swisher
Insights Journal
People Looking Over Financial Statements
18 Sep 2024

Basic Financial Metrics That Everyone Should Know

Basic Financial Metrics That Everyone Should Know Understanding financial statements is crucial for every business owner who wants to maintain a healthy financial position and make informed decisions. Financial statements provide a snapshot of your company's financial health, offering insights into its performance, profitability, and overall stability. However, with the…

Fiona Swisher
Case Studies
Zoomed in on an iPhone with the words "making a better world"
12 Aug 2024

Vortex Drilling

When Kimberly Kelley, office manager of Vortex Drilling Partners, heard about Badger CPA through an acquaintance, she knew exactly what she was looking for: a CPA that could help Vortex with their accounting processes and overview, job costing, purchasing process and usage, profit line evaluation, and reworking of financials. Kimberly…

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Case Studies
Zoomed in on an iPhone with the words "making a better world"
12 Aug 2024

Daily Bread Ministries

Craig Fuller, executive director of Daily Bread Ministries, an organization aiming to tackle poverty and hunger in San Antonio, first learned of Badger CPA through a referral from an acquaintance. After developing a good connection with Shannon and Jonathan during an initial meeting, Craig selected Badger to assist with their…

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Case Studies
Zoomed in on an iPhone with the words "making a better world"
12 Aug 2024

Tatanka

Carlos Mata, CFO of Tatanka Midstream LLC, an independent energy company, learned of Badger CPA through a former coworker of his. As a small, growth-oriented company with no assets or revenues yet, Tatanka needed, in the words of Mr. Mata, “A trusted partner that could help us close the books…

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Webinars
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11 Jul 2024

CTA Webinar

With Mary Lisa Mireles

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Insights Journal, Operations & Workforce, Tools & Strategies
two women in a business meeting talking to each other
18 Jun 2024

Outsourced CFO vs. In-House

Companies in San Antonio, whether non-profits, government contractors, or construction firms, face a dilemma: should they hire an in-house CFO or opt for outsourced CFO services? Both have merits, but understanding the key differences can help businesses decide.

badgercpadev
Compliance & Accounting, Insights Journal
Compliance and regulation concept. Enforcement of laws, regulations, and standards, requirements, internal policies and procedures. Minimize legal and financial risks, protect corporate reputation.
12 Jun 2024

Mastering DCAA Compliance

The US Department of Defense relies heavily on contract agencies in its operations, outsourcing goods and services to hundreds of thousands of experts in various fields. Financial oversight of these contracts is the key function of The Defense Contract Audit Agency (DCAA) through its audit and financial advisory services.

badgercpadev
Economy & Community, Growth Strategies, Insights Journal, Operations & Workforce, Tools & Strategies
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22 Mar 2024

Streamlining Finances

In today’s business world, keeping finances in check is crucial for success. However, many companies struggle to handle financial complexities on their own. This is where outsourced CFO services come in.

badgercpadev
Economy & Community, Growth Strategies, Insights Journal, Operations & Workforce, Tools & Strategies
"hire outsource" written on a notepad
16 Feb 2024

The Universal Tool

In today’s dynamic business landscape, maintaining a competitive edge demands strategic decision-making and streamlined financial management. A pivotal asset that has proven transformative across diverse sectors is outsourced accounting.

badgercpadev
Growth Strategies, Insights Journal, Technology & Systems, Tools & Strategies
iPhone showing the Sage logo on top of papers
08 Jan 2024

Revolutionizing Accounting

With the rapid advancement of technology, traditional accounting methods are being replaced by innovative solutions that streamline processes, enhance accuracy, and provide valuable insights for decision-makers. One such revolutionary tool making waves in the accounting world is Sage Intacct software.

badgercpadev
Economy & Community, Insights Journal
Zoomed in on an iPhone with the words "making a better world"
19 Dec 2023

Smart Giving

In a world where generosity and goodwill are celebrated virtues, the unfortunate reality is that there are entities out there looking to exploit the kindness of others.

badgercpadev
Compliance & Accounting, Insights Journal, Operations & Workforce, Tools & Strategies
someone plugging in numbers into a calculator
17 Nov 2023

Business Tax Services

Tax laws and regulations are constantly evolving, and the financial well-being of your business depends on understanding and complying with these changes. This is where professional business tax services come into play.

badgercpadev
Growth Strategies, Insights Journal, Technology & Systems
four people meeting while looking at charts, graphs, and a computer
31 Oct 2023

Choosing Unanet ERP for GovCon

In today’s digital age, technology solutions tailored to the specific needs of government contractors have become essential. One such solution is Unanet ERP, a powerful software designed to streamline project and financial management for GovCon organizations.

badgercpadev
Growth Strategies, Insights Journal, Operations & Workforce, Tools & Strategies
two construction workers giving each other a high-five
29 Sep 2023

5 Reasons to Partner with a San Antonio CPA Firm and Hire a CFO

Deciding to hire a CFO comes with the significant commitment to entrust someone with the crucial responsibility of maintaining your financial health.

badgercpadev
Insights Journal, Operations & Workforce, Tools & Strategies
close up of a saw cutting with sparks flying
30 Aug 2023

Profit Improvement Strategies

At the moment, the construction industry is one of the quickest-evolving industries. With ever-changing regulations and risks, construction companies often suffer in terms of profitability and retention.

badgercpadev
Growth Strategies, Insights Journal, Tools & Strategies
close up a a calculator, a pen, and a spreadsheet
29 Jun 2023

Nonprofit Accounting

Nonprofit organizations play a crucial role in our community. Likewise, effective financial management is vital to their success.

badgercpadev
Growth Strategies, Insights Journal, Tools & Strategies
man in a white shirt covering his face
24 May 2023

Discover 5 Powerful Spring Cleaning Tips

Spring is a season of renewal and fresh starts, making it the perfect time to get your business’s finances in order. As a business owner, you likely have a lot on your plate, and it can be easy to let financial tasks fall by the wayside.

badgercpadev
Economy & Community, Growth Strategies, Insights Journal, Tools & Strategies
a hand putting in money into a blue piggy bank
25 Apr 2023

5 Money-Saving Tips for Small Business Owners

As a small business owner, looking for ways to save money and improve your bottom line can be stressful.

badgercpadev
Growth Strategies, Insights Journal, Operations & Workforce, Tools & Strategies
digital art of a scale with poeple
16 Mar 2023

Creating a Healthy Work-Life Balance as a Business Owner

As a business owner, it can be challenging to maintain a healthy work-life balance while also managing a business. However, creating a healthy work-life balance is crucial for preventing burnout, improving productivity, and achieving long-term success.

badgercpadev
Insights Journal, Operations & Workforce, Technology & Systems, Tools & Strategies
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21 Feb 2023

Government Contracting for Badger CPA

Badger CPA is a leading provider of accounting and financial services to government contractors, and one of the tools we rely on to provide top-notch services to our clients is Unanet Accounting Software.

badgercpadev
Growth Strategies, Insights Journal, Operations & Workforce
Wooden blocks reading "GOVERNMENT CONTRACT" sit on a red folder, surrounded by a calculator, magnifying glass, and office supplies.
10 Feb 2023

Newsletter: February 2023

Outsourcing accounting to a qualified firm can provide many benefits to government contractors, especially regarding DCAA compliance.

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