March 2018

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March 23, 2018 

There are Thought Leaders Among Us

The term “thought leader” has been around since the late 1800s, which makes me really happy because I was afraid it was something that was made up in the past couple of decades, like “paradigm shift” and “think outside the box.”

Gail Perry

 2018 Reviews of Invoicing Systems

March 19, 2018 

2018 Reviews of Invoicing Systems

The ability to process recurring invoices for items such as subscriptions and memberships, or monthly donations is important, as are things such as invoice branding and customization capabilities. And it never hurts to send customers a payment reminder...

Mary Girsch-Bock

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March 19, 2018 

2018 Reviews of Accounts Receivable (AR) Systems

Successful business owners know that in order to remain successful, and in business, customers must pay their bills on a timely basis. A solid accounts receivable system offers a variety of features that can assist with that, including offering a ...

Mary Girsch-Bock

 The Taxability of Cryptocurrency

March 19, 2018 

The Taxability of Cryptocurrency

This past year, cryptocurrencies, particularly Bitcoin, saw a meteoric rise in popularity and usage. Once considered something that is only utilized by cutting-edge tech gurus, cyber criminals, and those who trade on the black market, cryptocurrency ...

Dave DuVal

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March 19, 2018 

Why and How: Cognitive Computing

Emerging technologies have always changed the practice of accounting. Further, your clients’ businesses also change based on their choices to use technology. Emerging technology is no long “emerging” when it becomes mainstream.

Randy Johnston

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March 19, 2018 

5 Keys to Successful Technology Consulting

More CPA firms are recognizing the value of providing technology consulting services to their clients. As a trusted advisor to your clients, you have a valuable understanding of your client’s business, and it’s natural for your clients to turn to you ...

Jim Boomer

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March 14, 2018 

Whatever You Do, Do NOT Forecast!

As financial advisors, we are tasked with the responsibility of creating an environment where business owners can carefully develop a strategy for taking their coming year to the next level. In the title, I said, “do NOT forecast.”

Justin Hatch

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March 13, 2018 

Busy Season Opportunities

One of the challenges many CPA firms face today is trying to figure out how to handle digital disruption and find new, valuable ways to work with clients. Let’s break that sentence down into its two parts. First, digital disruption; what is it?

Michael Wherry

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March 8, 2018 

Is IRC §280E a Tax or a Penalty?

There was an interesting appeals case, that turned into a Writ of Certirori[1]. Green Solutions Retail, Inc. v. United States, started in US Tax Court. Green Solutions is a Colorado cannabis dispensary, that had its 2013, and 2014 tax returns audited ...

Craig Smalley