Knowledge Center
Articles
Tax Planning Strategies for Partnership Firms
Tax planning strategies for partnership firms can help reduce tax liability, improve cash flow, and maximize deductions. Learn how partnership firms can benefit from Section 199A deductions, pass-through taxation, retirement planning, PTE tax elections, and self-employment tax strategies while staying compliant with IRS regulations.
Financial Statement Analysis: Cash Flow, Income, and Balance Sheet
Financial statement analysis becomes truly powerful when the income statement, balance sheet, and cash flow statement are evaluated together. This article explores how integrating these reports reveals deeper insights into profitability, liquidity, operational efficiency, and long-term business sustainability.
CFO Priorities in 2026: From Compliance to Strategic Finance
While compliance, audit readiness, and financial governance remain foundational, they are no longer differentiators. What distinguishes high-performing CFOs in 2026 is their ability to translate financial insight into strategic action—guiding growth decisions, shaping investment priorities, supporting M&A, and enabling data-driven leadership across the organization.
This guide outlines the key CFO priorities in 2026, explaining how finance leaders are shifting from a compliance-first mindset to a strategic finance operating model.
Case Studies
Sales and Collection Reconciliation
Discover how a QSR business streamlined sales reconciliation, tracked collections, and improved profitability using POS reports, QuickBooks, and ERP tools.
Accounts Payable Migration – Streamlining ERP Transition
The transition to a new ERP presented a dual challenge: We needed to establish AP processes within the new system and had to contend with a significant backlog of invoices awaiting processing. We had to devise innovative solutions to streamline and manage the AP process efficiently.
Transition from C-Corp to S-Corp
The Company intended to change its tax status from being a C-corporation (“C-Corp”) to an S-corporation (“S-Corp”) for tax planning. We had to set up a new entity in QuickBooks and transfer all assets and liabilities from old books to new ones.
Newsroom
Knowcraft Analytics Joins the IMA as Corporate Member
IMA® (Institute of Management Accountants), one of the largest and widely respected global associations dedicated to advancing the management accounting profession, announced a strategic partnership with Knowcraft Analytics, the trusted offshore partner for leading...
Webinar – A Guide to Business Valuation
Title: A Guide to Business Valuation: Methods to Determine Valuation for Start-ups and Established Businesses Date: May 25, 2023 Organization: Academy of Certified Valuators and Analysts (ACVA) Webinar Overview: On May 25, 2023, the Academy of Certified Valuators and...
Director Upasak Shah’s Article featured in BVR
We are excited to share that our Director’s article has been featured in Business Valuation Resources (BVR). This piece stems from engaging conversations at a recent conference, where our team had the opportunity to connect with BVR and discuss the growing role of...









