Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
August 26, 2019
How to Use Data Discovery to Forecast Your Firm’s Future
, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…
August 26, 2019
HLB Appoints Member Accounting Firm in Belize
HLB, the global network of independent advisory and accounting firms, welcomes its newest member, HLB Belize LLP. Founded in 1984, HLB Belize is a professional services firm with expertise in audit & assurance services and has offices in Belize City and the Corozal Free Zone of the Belize-Mexico Border. Managing Partner, Claude Burrell says: “We...…
August 23, 2019
The Advantages of Filing Separate Tax Returns for Healthcare Reasons
We generally assume that it is advantageous for a married couple to file jointly (MFJ) – it may almost feel natural to file a married filing separate tax return (MFS). That’s because filing joint returns comes with many well-known benefits, including a lower tax bracket at both the federal and state level, a larger standard...…
August 23, 2019
California CPA Firm Haskell & White Announces Promotions
Haskell & White, one of the largest independent public accounting firms in Southern California, is pleased to announce the promotions of three key client service team members and an invaluable member of the firm’s back-office team. “Haskell & White is a big believer in giving our staff the opportunity to thrive,” said Managing Partner Wayne...…
August 23, 2019
Great Expectations: The 4 Foundational C’s of the Client Experience
This simple psychological loop is perpetuated by whether your business failed to meet, met or exceeded a client’s preconceived notions. In short, customer expectations define the client experience.
August 23, 2019
Accounting Firm Nathan Wechsler Announces New Promotions
ith locations in Concord, Keene, and Lebanon, NH, Nathan Wechsler & Company, PA. serves clients who do business in nearly all 50 states as well as overseas “All of these promotions make for a very exciting time at the firm,” said Oreste “Rusty” Mosca, Managing Director of Nathan Wechsler & Company, PA. “These professionals have...…
August 22, 2019
North Carolina to Tax Certain Digital Property Starting in October 2019
In the last decade, buying habits have shifted dramatically to keep pace with new technologies. Though sales of printed books are experiencing a resurgence, electronic books have a solid market share; sales of streamed music now dwarf digital ...
August 22, 2019
3 Ways to Empower the Women at Your Firm
Companies that prioritize gender diversity are 15 percent more profitable than the median figures in their industry, but in order to unlock all that extra earning power, you need to first create an environment that puts women in the right positions to ...
August 22, 2019
Engaging the Power of Your Informal Networks
Networking is recognized as a major influence on one’s ability to achieve great success. The most successful people in the world possess the capability to influence and shape the opinions of others. However, there is a greater emphasis on the type of network one participates in. Much has been written about successful executives and leaders and...…
August 22, 2019
IRS Gets Serious on Revoking Passports of Those with Significant Debt
When the IRS certifies a taxpayer as owing a seriously delinquent tax debt, the taxpayer receives a Notice CP508C from the IRS. The notice explains what steps the taxpayer needs to take to resolve the debt. IRS telephone assistors can help ...
August 22, 2019
IRS Security Checklist #5: Create a Data Theft Recovery Plan
Tax professionals are being advised by the IRS that they should report data theft immediately and follow an established process for helping the IRS protect their clients.
August 22, 2019
IT Considerations in Mergers & Acquisitions
Merging or acquiring another firm is one of the most effective methods of growing an accounting practice. Potential candidates are usually vetted based on partner and practice compatibility, desired location for expansion, niche specialization ...