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Inventory Control.jpg11 Inventory Control Fast Fixes to Improve Your Bottom Line

By Chris Valponi, CPA
Audit & Assurance Manager 

For many companies, keeping close tabs on revenue, expenses, and profit is the number one priority. However, companies that carry inventory may not realize its direct effect on profitability.  This effect is known as shrinkage.  Shrinkage is the excess amount of inventory (in accounting records) that no longer exists in the actual inventory. In other words, it is a loss of inventory. There are several causes of shrinkage, such as...

Cleveland CPA Zinner Financial Statements.jpg

Fiscal Fitness: How understanding financial statements will help you assess your company’s health

By Richard Huszai, CPA
Accounting & Tax Services Senior 

Many business operators, regardless of background, are charged with some degree of fiscal oversight. While some may have a basic understanding of the information listed on their company’s financial statements, the majority are not accountants, nor have they had training that covers the detail contained within their financial statements. 

Financial statements, which include the balance sheet, income statement, and statement of cash flows, are the most important sources of financial information one must understand if they wish to fully grasp the fiscal health of their company. The balance sheet and income statement provide a wealth of crucial information that can indicate how well or poorly a business is doing, overall...



Are You Ready to Learn More About QuickBooks or Do You Need a Refresher?

quickbooks_logo.pngWe offer a variety of group and 1:1 training modules to fit your needs. Fall classes are forming now! Each class is only 2-3 hours and with our small group format of six seats per class, you'll receive personalized attention and hands-on training.

Your interactive QuickBooks training session will be led our certified QuickBooks ProAdvisors. Learn from the best in the area as you strengthen your expertise for your day-to-day accounting responsibilities and better understand what QuickBooks can do for you. Click the link below to check the dates, times, and classes you would like to attend. 

Register now!

Ask the Expert


Q: Help! Before my dad died eleven years ago, he and my mom gave me a copy of their trust agreement. I put the agreement in a box somewhere in my basement (two moves ago). Now, mom has just passed away and I can't find the agreement. I'm not sure -- I may have tossed it out or maybe it is in one of those dusty boxes. Should I worry?

- Amy S. 
  Russell, OH

A: Gary Sigman, CPA, MTax, PFS, AEP, Senior Tax Manager says: 
Thanks for your note, Amy. Yours is a question we are asked often as it can be tough to keep track of important documents, even when placing them in a seemingly safe spot at the time. Consider these few ideas...

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Sue Krantz Presents to Cleveland Skill Builder Attendees

Partner Sue Krantz presented a training workshop for attendees of the Jewish Federation of Cleveland Skill Builder Program "Understanding Non-Profit Financials". Sue’s curriculum included practical tools that can be used to assess the financial health of a non-profit organization, understanding basic non-profit financial statements, and how to accurately interpret the information listed on the statements.

Would you like a member of the firm to present Understanding Not-for-Profit Financial Statements to your not-for-profit, board, or organization? Contact us. Our professionals are ready to speak to your group on this or a variety of other accounting and management topics.


Cleveland CPAs Gary Sigman Eric James Blizzard Treats.jpgCold Treats for Warm Hearts

Zinner staff enjoyed a flavorful variety of ice cream treats to support the Children’s Miracle Network and Rainbow Babies and Children’s Hospital during the 2017 Blizzard Treat Day. The event, held worldwide each year, is a welcome mid-day break provided by the partners for our tireless practitioners. (L to R: CPAs Gary Sigman and Eric James)

Business Longevity 2017 Cleveland CPA.jpgFirm Recognized with Business Longevity Award

The Western Reserve Historical Society was the perfect setting for the Smart Business Magazine Business Longevity Awards celebration held August 3. The firm, along with 43 other regional companies, were lauded for 50+, 75+, or 100+ year in business. “We’re thrilled to again be recognized by Smart Business Magazine for our 79 years in business and more so, that we are able to serve clients, many who are multi-generational, with solid, sustainable, and practical accounting, tax, and consulting services,” said Brett Neate, CPA, Partner.

(L to R: Partners Brett Neate, Howard Kass, Sue Krantz, Gabe Adler. Not pictured, Robin Baum)


Roberto Barboza Welcome.jpgWelcome to the Firm!

Join us as we welcome Roberto Barboza to our Audit and Assurance team. Roberto joins us with a laser-sharp technical focus that helps clients meet their financial reporting obligations and reduce their risk with the design, implementation, and testing of effective internal controls.

Active both in the industry and in his free time, Roberto is a member of the Ohio Society of CPAs, has been a volunteer and mentor for the Boys and Girls Club of Cleveland, and a volunteer accounting tutor for Cuyahoga Community College students.  He is a Baldwin Wallace University graduate and currently sitting for the CPA exam.

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Upcoming Due Dates

Sept. 15Q3 Estimates Due for Individuals
Sept. 15
Partnership & S. Corp. Extended Returns Due
Sept. 30Trust Returns Due
Oct. 15 -  
Individual & C. Corp. Extended Returns Due

In Case You Missed It...


Mid-year Tax Tips Everyone Should Consider

Download the free Ebook to learn more. 

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