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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August 22, 2018
Among those not increasing retirement savings, Baby Boomers were most likely to cite income that hadn’t changed or had decreased. Silent Generation and older Boomers (64-72) were most likely to be comfortable with their savings or contributions.
August 22, 2018
Caleb L. Jenkins, EA, CQP Leader of Client Accounting Services,RLJ Financial Services, Inc.Ceres, CAwww.rljfinancial.com Twitter – @calebljenkinsLinkedIn – calebjenkins1994FaceBook – Caleb.L.Jenkins Professional Associations/Memberships Intuit ProConnect Customer Council: Group of 12 forward-thinking tax professionals who collaborate to lead and shape positive change in the industry and regulatory environment. We meet in Washington, DC in the spring...…
August 22, 2018
Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE Assistant ProfessorLehman College, City University of New Yorkwww.lehman.cuny.edu Twitter: @seansteinsmithLinkedIn: https://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/ Professional Associations/Memberships: AICPA: Member of the National CPA Financial Literacy Commission ACFE IMA: President of the Bergen Rockland Meadowlands Chapter NJCPA Member of the Content Advisory Board Member of the Emerging Technologies Group Member of the...…
August 22, 2018
The top technologies for tax and accounting professionals were honored on Tuesday at the Los Angeles Convention Center. The 15th annual Technology Innovation Awards were presented by CPA Practice Advisor during a special ceremony at ...
August 22, 2018
Attend any conference or peruse any publication in the accounting profession and you’re sure to hear talk about the impact of artificial intelligence (AI), machine learning and other emerging technologies. These advancements present a tremendous ...
August 22, 2018
This article continues the series on creating a world-class marketing culture in your firm. In Part 1, we explored the definition of marketing and its centrality in the life of a firm. In Part 2, we examine the firm’s brand—what it is, what it means ...
August 22, 2018
One of the most important steps in conducting effective interviews is the preparation before the interview is even conducted. Interviews can be a time intensive process for businesses. If the wrong person is hired, then additional interviews ...
August 21, 2018
Ingrid Edstrom, FICB – 2018 40 Under 40 Honoree Advanced Certified ProAdvisorPriestess of Profits, Polymath LLCAshland, ORwww.polymath.com Twitter: @PolymathLLC, @IngridEdstrom Leader of Southern Oregon Woodard Group Member Intuit Trainer Writer Network (TWN) Member Adventure Travel Trade Association Member Oregon Outdoor Alliance 2015 Top 3 Intuit Firm of the Future Creator of the Ask A Bookkeeper...…
August 21, 2018
Brandon Hall, CPA CEO, Hall CPA PLLC)www.therealestatecpa.com YouTube (www.youtube.com/therealestatecpa); Twitter (@theRECPA); LinkedIn (www.linkedin.com/company/the-real-estate-cpa); Facebook (www.facebook.com/realestatecpa) Brandon Hall, CEO of Hall CPA PLLC spent time at both PWC and EY early in his career. He went full-time into his company in September 2016 and in October 2016 was a guest on the Bigger Pockets Podcast which...…
August 21, 2018
As we all know, however, the economy is cyclical. And while it’s important to capitalize when times are good, smart business owners also make sure they’re prepared in case things start moving in a different direction.
August 21, 2018
First and foremost, you’ll need to get a sales tax permit — it’s against the law to collect sales tax without one. Getting a sales tax permit is just one of the many things you have to do when you start a business. To get one, complete your ...
August 21, 2018
The “co-innovated with SAP” initiative is designed to help partners through the entire development lifecycle that culminates with a fully tested and certified solution. It is an end-to-end program of guided services offered by the SAP Partner ...