Latest Articles

November 5, 2020 

This year’s recipients demonstrate a drive to take on challenges and strive for success. They are leaders in their companies and communities. They have earned the trust and respect of their clients and peers, and they show enthusiasm toward their...

November 5, 2020 

As the tax and accounting profession shifts more towards advisory services, leading firms are leveraging technology to automate low value work like data entry, categorization, file exchange and cleanup. The following article discusses some of the top too

Mike D'Avolio

November 5, 2020 

When firms were forced to work remotely in March of this year, the pandemic exposed the places where “paperless” processes were just “less paper.” Many firms were still sending employees into the office to open mail, scan documents, send invoices and ...

Arianna Campbell

November 4, 2020 

Founded in 1984, Rossi’s mission to render quality service, provide a personalized yet objective approach in assessing all issues, and a genuine interest in the prosperity and success of clients aligns with BPM’s brand promise of Because People Matter.

November 4, 2020 

Knight CPA Group works with post-acute and long-term care providers to create innovative solutions that simplify and streamline healthcare accounting. When asked about her success, Amy attributes it to a true passion for the healthcare ...

November 4, 2020 

As the data digitization of tax now moves into its third phase, we are seeing clear gaps emerge related to the massive assets counted under the header of Tax Credits & Incentives (C&I.) So many organizations fail to appropriately prioritize C&I that ...

November 4, 2020 

The scam text message states: “You have received a direct deposit of $1,200 from COVID-19 TREAS FUND. Further action is required to accept this payment into your account. Continue here to accept this payment …”

November 4, 2020 

The two-hour event will provide insight into the future of accounting firms, everyday innovation, tools to grow accounting practices through innovative approaches, and Canopy’s roadmap.

November 4, 2020 

This past year has been a busy one on the tax legislation front with the following tax bills passed by Congress: Coronavirus Aid, Relief and Economic Security (CARES) Act; Families First Coronavirus Response Act; Setting Every Community Up for ...

November 4, 2020 

Paid family and medical leave has been a topic of discussion and near the top of the wish list of employee advocates since the passage of the Family and Medical Leave Act (FMLA) in 1993. Paid leave has had the support of numerous ...

November 3, 2020 

Now more than ever, finance chiefs and their teams are looking to technology to redefine finance management, freeing up time from manual tasks to focus greater attention on analytical matters. Yet, given the vast array of existing and emerging ...

November 3, 2020 

As the holiday season approaches, do you have a plan to thank clients for working with you this year? If not, here are 11 memorable ways to connect with them throughout the season. Pick one or two. Add them to your action list. Then get ready for ...

Becky Livingston