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Industry Insights
Oversight, Insight, and Foresight
Stay agile with insider insights on our accounting and financial leadership blog. From small business accounting tips to high-growth industry news, Agility Financial Partners shares what you need to scale your business successfully.


Cannabis Rescheduled to Schedule III — What It Means for Your Tax Position
On April 23, 2026, the U.S. Department of Justice and the Drug Enforcement Administration issued a landmark final order moving certain marijuana products from Schedule I to Schedule III of the Controlled Substances Act (CSA). The reclassification applies immediately to two categories: FDA-approved drug products containing marijuana, and marijuana subject to a qualifying state-issued medical marijuana license. This is the most significant shift in federal drug policy in over 5
May 18


New IRS Basis Reporting Rules — What CFOs and Controllers Need to Know Now
The One Big Beautiful Budget Act (OBBBA) introduced a set of changes to federal tax reporting that have been overshadowed by other headline provisions — but for CFOs, controllers, and finance teams managing payroll, vendor payments, and equity activity, these updates require attention before year-end. The changes affect how and when certain payments must be reported to the IRS, who bears the reporting obligation, and how basis is tracked for investment and equity transactions
May 18


Building a 13-Week Cash Flow Forecast That Actually Works
Revenue growth is exciting. Cash flow surprises are not. For CEOs and CFOs of high-growth companies, the gap between profitability on paper and actual liquidity in the bank is one of the most common — and most avoidable — operational risks. A company can be growing quickly, showing strong gross margins, and still run out of cash. It happens more often than founders expect, and it almost always happens faster than anyone planned for. The 13-week cash flow forecast is one of th
May 18


How Due Diligence Support Can Make or Break Your Next Acquisition
Acquisitions are exciting. They are also where optimism meets reality and sometimes loses. On paper, the deal looks perfect. Strategic fit, strong growth story and compelling upside. Then due diligence starts, and the real story begins to surface. This is where deals are either strengthened or quietly fall apart. That is why due diligence support is not just a checkbox. It is one of the most critical factors in whether your next acquisition succeeds or becomes a regret you ca
Mar 24
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