August 19, 2025
Online payments designed for CPA firms.Easily accept credit, debit, and ACH payments. Finally, there's a professional online payment solution made just for CPAs, giving you an affordable way to accept credit, debit, and ACH payments in your office or...
December 1, 2024
October 1, 2024
October 1, 2024
October 1, 2024
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August 31, 2020
Believe it or not, email is still your ace in the hole when it comes to lead generation. According to the Content Marketing Institute, “31% of B2B marketers say email newsletters are the best way to nurture leads.”
August 31, 2020
When thinking of new services, many firms put business development last on their to-do list. They think they need to create the service, train their people, and develop a big presentation to take to clients.
August 31, 2020
Despite pandemic-driven uncertainties, 43 percent of finance leaders are either somewhat or very optimistic about the economy's outlook and plan to increase budgets across their entire companies in 2021. That optimism will consistently require ...
August 31, 2020
41% of finance leaders said in May that COVID-19 was causing them to spend as much as half their time serving as a “change agent” who measures and manages processes and performance. This was a 6 percentage-point uptick from February.
August 31, 2020
Managing a firm or practice can be challenging in the best of times, let alone during one of the worst global pandemics in the past century. But there are things firms can do to enhance operations, grow profits and better serve their clients.
August 31, 2020
To be eligible to participate in CAP, taxpayers must adhere to CAP program limits on the number of open years. For 2021, the IRS modified the open-year criteria, updated its requirements for the ...
August 31, 2020
The proposed SAS is based on the International Standard on Auditing 315, Identifying and Assessing the Risks of Material Misstatement. The overall objectives of this proposed SAS are...
August 31, 2020
The global TeamMate+ cloud-based audit management solution helps audit departments in the private and public sector align with organizational goals. It helps auditors maximize performance management through a risk-based and data-driven ...
August 31, 2020
Currently, 11 states have provided pandemic-related guidance allowing for expanded e-signature use on tax returns. These states recognize the health and technology challenges arising from COVID-19 and understand how these challenges make it ...
August 30, 2020
The Treasury Department has issued its official guidance on the 2020 payroll tax relief that President Trump put into action on August 8 in his Presidential Memorandum.
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August 28, 2020
The rate of workforce drug positivity hit a sixteen-year high in 2019, according to a new analysis from Quest Diagnostics, a provider of diagnostic information services. Positivity rates in the combined U.S. workforce ...
August 27, 2020
At the start of the year, would you have ever expected to work so many days from home? Did you bet on an emergent pandemic shutting down businesses and leaving the future of office spaces in flux? Had you ever even heard of Zoom?