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
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September 4, 2018
Mike Whitmire CPA (Inactive)CEO & FounderFloQastwww.floqast.com Career Highlights: Three years in audit at Ernst & Young, Los Angeles Practice Joined Cornerstone onDemand as fifth member of its pre-IPO accounting team; rapidly growing team that grew to over 40 to take the company public. It was in this role that Mike experienced the pain firsthand of...…
September 4, 2018
Having a formal onboarding process for moving clients to a CAS program helps minimize the challenges that accompany this change.
September 3, 2018
Americans age 25-40 were asked five basic financial literacy questions from the MassMutual Foundation’s FutureSmart Digital program, developed for middle and high school students in partnership with education technology leader EverFi.
September 3, 2018
The average CEO at technology startup businesses earns a base salary of $130,000 per year, according to a new study by Kruze Consulting, a CPA, tax and consulting firm to venture and seed backed startups. This study looked at the salary of over 125 funded companies, and compared CEO pay based on the startup’s industry...…
September 3, 2018
The vast majority (82 percent) of Americans describe the American Dream as financial security for both themselves and their family, three-quarters say it is owning a home, and 71 percent believe it is achieving financial independence. Although being at the heart of the American Dream, one-third (33 percent) of Americans believe the American dream is...…
September 3, 2018
Women entrepreneurs are increasingly optimistic about the future and leading the digital transformation, according to the 2018 Bank of America Women Business Owner Spotlight. The annual study of more than 1,000 entrepreneurs across the country found increased confidence toward future revenue growth, as 58 percent of women entrepreneurs expect their revenue to increase in the...…
September 3, 2018
Although the IRS and its Security Summit partners are making progress against tax-related identity theft, cybercriminals continue to evolve, and data thefts at tax professionals’ offices are on the rise. Thieves use stolen data from tax practitioners ...
September 3, 2018
At least one-quarter of small businesses (27%) do not keep their personal and business finances in separate bank accounts. While this works for some businesses, it's typically not recommended and potentially is risky, experts said.
September 1, 2018
Dustin Hostetler Lean Six Sigma Master Black Belt Chief Innovation Officer, ShareholderBoomer Consultingwww.Boomer.com Twitter: @FlowtivityLinkedIn: https://www.linkedin.com/in/dustinhostetler/ Career Highlights: After graduating from Ohio State with a degree in Finance, I began my professional career at Cardinal Health. I had the great fortune to be part of their financial leadership development program and rotated through several different...…
September 1, 2018
Blockchain isn't just disrupting how business is conducted, it's disrupting the demands on accounting and finance functions. One of the most well-known ways is cryptocurrency, which, according to 50 percent of financial leaders in a Robert Half ...
September 1, 2018
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...
August 31, 2018
Tax reporting and compliance has proven difficult to keep up with in recent years, and these changes just throw more fuel onto the fire. For CPAs focused on tax, these new changes will usher in even more complexity into their day to day jobs.