AdaptX Partnership & Growth How did AdaptX first begin working with Greenwood Ohlund, and how has the relationship evolved over time? Greenwood Ohlund came to us through a strong recommendation, and from the very first conversation, it was clear why. Brian Vinciguerra put us immediately at ease. He has a deep command of finance and tax, but more importantly, he
When did GO start working with UCDS, and how has this partnership evolved over the years? GO has proudly partnered with UCDS since 2022 to support the school’s financial stewardship and long-term sustainability. Over time, that partnership has evolved alongside the school’s growth and continued focus on innovative education, strong governance, and mission-driven planning. In what ways does the GO
Ballard Food Bank When did GO start working with Ballard Food Bank, and how has this partnership evolved over the years? GO has proudly partnered with Ballard Food Bank since 2010, beginning with onsite monthly accounting support. In 2020, our relationship evolved to providing their annual audit and Form 990 preparation. In what ways does the GO Team support the
Greenwood Ohlund was thrilled to be recognized in the Puget Sound Business Journal’s list of Washington’s Best Workplaces in the small company category for 2025. Thank you to our GO team for all you do to make this a special place to work! “At Greenwood Ohlund, we believe what makes us a Best Workplace is our commitment to supporting our
Greenwood Ohlund, PS (GO), aims to change the field of accounting by providing traditional CPA services in innovative ways. This five-partner firm, situated just north of downtown Seattle, boasts a team of approximately 35 professionals who operate from remote home offices across the country. Established in 1971 by Dick Greenwood, the firm has remained relevant for 52 years by adapting
Understanding how charitable remainder trusts affect your cash flow, income taxes, and long-term financial planning. Key takeaway: Choosing between a standard charitable remainder unitrust (CRUT) and a net income with makeup charitable remainder unitrust (NIMCRUT) can affect how much income you receive, when you receive it, and how your distributions are taxed. If you own highly appreciated assets, a charitable
A practical look at how AI can make outsourced accounting faster, more insightful, and more valuable to management Artificial intelligence is changing the accounting profession, but the biggest opportunity is not simply automating bookkeeping. The greater opportunity is combining AI with outsourced accounting professionals to produce faster financial information, stronger analysis, better documentation, and more useful insight for management. For
One of the most common reasons organizations come to Greenwood Ohlund (GO) for outsourced accounting and CAS services is surprisingly fundamental: They are not closing their books and receiving monthly financial statements on time. Timely financial reporting is critical because management cannot make informed decisions without accurate, current financial information. A consistent month-end close gives leadership visibility into revenue, expenses,
If you are running a business in Seattle, you are operating in one of the most dynamic and complex regional economies in the country. The Pacific Northwest has always had distinct characteristics, but in recent years, shifts in industry concentration, labor costs, regulation, and capital availability have started to reshape how you approach financial strategy. What worked even a few
As your business grows, financial complexity tends to increase quietly. What worked in the early stages often continues by default. Your reporting stays the same. Forecasting remains informal. Decisions are still made based on partial visibility. On the surface, everything appears stable, but over time, small gaps begin to form. These gaps are rarely obvious. You may notice them as
For many small businesses, artificial intelligence still feels like something that belongs in the future or in larger, more technology-driven organizations. But that perception is changing quickly. Increasingly, lenders are not just evaluating historical financial performance — they are also looking at whether a business is prepared for the operational and competitive changes that AI may bring. That shift reflects