Vesta Insights

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Blog

Vesta’s blog provides valuable financial insights, solutions to common problems, and access to up-to-date information on tax laws and financial regulations, ultimately helping them make informed decisions and manage their finances more effectively. 

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Managing Employee Benefit Plans and Audits

One of the administrative requirements of Employee Benefit Plans (EBP) that is not widely discussed is the necessity of annual audits for plans with more than 100 participants (as a general rule). Though mandatory, these audits can actually produce important benefits for the plan and its sponsor or administrator. The

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Co workers Reviewing Documents

Putting Plans Into Action

At Vesta, our accounting firm puts a strong emphasis on the importance and benefits of Strategic Planning. Our expertise has proven time and time again that developing Strategic Plans leads to prosperity in a lot more than just profits, but in the overall financial health and longevity of a business.

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Planning for retirement

Planning For Retirement

It’s too common these days to see seniors of retirement age still working part or full-time; not because they want to, but because they HAVE to. The traditional retirement age of 65 has been pushed further back due to years of economic uncertainty and downfall. Now, more seniors are working

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Vesta employees meeting and collaborating

Building a Strategy for Success

The best way to find success is to PLAN for success! Whether your business just had a record sales year or if you’re just “above water,” the beginning of the fiscal year is the best time to develop a Strategic Plan. Many businesses owners attempt to start new projects or

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Podcast

Welcome to Vesta Insights, a podcast series devoted to conversations with Vesta associates and clients to help all business owners make better decisions.

  • QuickBooks Online (Ivana Lee)

    In This episode we talk with Ivana Lee about the value of Quickbooks in a business and how the Vesta team can improve your accounting process by trusting a professional.

  • Vesta Insights Gabe Olsen

    Toady we are talking with Gabe Olsen, senior consultant at Vesta. Gabe brings a wealth of experience to Vesta and plays a pivotal role in helping our clients reach their goals.In this episode Gabe shares his knowledge in his signature style which we know you will enjoy.

  • Vesta Insights March 2025

    This show is all about assurance. We discuss what assurance and audit services are and how they can impact your business in a positive way.

  • InVesta Ep. 10 Sean Baily

    Sean Bailey Tax Manager at Vesta,  Joins our guest host, Jason Prigge a local business owner as they talk about the challenges of tax planning and how the advantage of foresight when it comes to your business.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.*Disclaimer:Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

  • InVesta Episode 9, Brad Saunders Part 2

    Sean Bailey, continues his tlks with Brad Saunders about his role at Vesta and how the firm is growing and changing with the times.VESTA is a CPA-led advisory firm.For over 40 years, Vesta has been helping clients discover and achieve their goals. We’re proud to be recognized as one of the top CPA firms in the country, with a team of experts dedicated to upholding the highest standards. While we remain rooted in Accounting, our horizons have broadened. Our integrated Accounting, Wealth, and Advisory offerings demonstrate our commitment to our clients’ dynamic needs. As advisors, we bring forth a vibrant, caring culture that inspires others and continues to position us as impactful community members and friends.*Disclaimer:Content in this podcast is current at the time of recording. Content at the time of listening to this podcast may differ from that at the time of recording. For the most current guidance, contact Vesta :https://vesta.cpa/

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