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Tags: Software, Tax Planning
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Tags: Software, Tax Planning
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.
Technology March 20, 2025
When designing accounting software, communication is a major factor, and it is no less true when it comes to its implementation.
Tax Planning March 18, 2025
You will die one day. What if it happens before you retire? CPAs should have a formal succession plan that addresses how the sale or termination of the practice (retirement, incapacity, or death) will be handled.
Technology March 18, 2025
Initially introduced with a focus on payment error prevention, FlexTrap has now expanded into a fully extensible platform, introducing supplier statement reconciliation to further reduce financial leakage and improve financial operations.
Accounting March 14, 2025
BlackLine has introduced two new distinctions—Growth Accelerator and Innovation—to spotlight partners making transformative contributions to customer growth and digital finance innovation.