Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
July 23, 2018
2018 Review of Donor Search – Apps for Nonprofits
DonorSearch www.donorsearch.net As a nonprofit, once of your most valued resources is your donor database. You carefully track each donor, making sure that they are cultivated on a timely basis. But how do you identify potential donors? Yes, you gather contact information from your website, or from Facebook, or from trade shows, but even then,...…
July 23, 2018
2018 Review of Salsa Engage – Apps for Nonprofits
Salsa Engage www.salsalabs.com Salsa labs offers a variety of nonprofit resources designed to manage the fundraising portion of nonprofit management. Salsa Engage is an excellent option for nonprofits that are looking to design a fundraising platform to reach more potential donors. Salsa Engage offers a variety of tools including online donation forms that are completely...…
July 23, 2018
2018 Review of Salsa CRM – Apps for Nonprofits
Salsa CRM www.salsalabs.com For organizations that prefer more traditional fundraising, or perhaps want to pair it with its online counterpart, Salsa CRM is an excellent option. Designed to streamline donor data while making it easier to create compelling, personalized messages to donors, Salsa CRM tracks donation history, contact data, donor demographics, and even social media...…
July 23, 2018
2018 Review of Facebook Fundraisers – Apps for Nonprofits
Facebook https://www.facebook.com/fundraisers/ While Facebook may not be the first place you think of when planning a fundraiser, there are advantages to using Facebook for your next fundraiser. First, there are no fees involved for having a Facebook fundraiser. Next, Facebook can be an excellent venue for nonprofit organizations that have a huge Facebook presence, as...…
July 20, 2018
4 States Sue IRS and Treasury Over $10,000 Local Tax Deduction Limit
The provision in the new Tax Cuts and Jobs Act (TCJA) limiting itemized deductions for state and local taxes – known by the acronym of SALT – remains a sticky issue months after enactment of the law. Now four states along the eastern seaboard ...
July 19, 2018
The New Sales Tax Paradigm: SCOTUS Rules for States in Wayfair Case
In the immediate term, the case has been remanded to the South Dakota Supreme Court for further review. In other words, assuming the final review isn’t a big surprise, South Dakota will be free to enforce its existing law as presented to SCOTUS in the ...
July 19, 2018
How to Build a World-Class Marketing Culture in Your Firm – Part I
There is no shortage of articles that provide guidance on how to develop a marketing program for firms. But what’s not being discussed currently is the concept of culture. Beyond standard tactical tips, it’s critical to first understand the broader idea o
July 19, 2018
ClientWhys Launches CountingWorks Marketplace to Match Small Businesses with Cloud Accountants
The CountingWorks service helps small businesses around the country find information, guidance and services from a network of more than 240,000 accountants, CPAs, bookkeepers, virtual CFOs and more.
July 19, 2018
July 2018 Small Business Channel
Small Business Social Media: 8 Storm Preparedness Tips for Small Businesses. The Allstate Blog.https://al.st/2KpLjSX Dos and Don’ts for Getting a Small Business Loan. Small Biz Trends.https://bit.ly/2K9Jnlj 3 Ways to Increase Relevance and Avoid Extinction. Forbes Small Business.https://bit.ly/2Krl9Co The Best Facebook Groups for Female Entrepreneurs. Gusto Blog.https://bit.ly/2MqrATF How to Build Trust with Your Audience. Duct...…
Firm Management July 18, 2018
Cool Marketing Tips to Draw in HVAC Clients
Summer is an HVAC business’ busiest time of year. With that in mind, you have to think outside the box to reach your busy clients and prospects. What’s an accountant to do?
July 18, 2018
Financial Advice For Gen Z: Avoid Mortgages, College Debt, Start Saving Now
The oldest members of Generation Z, the group immediately behind Millennials, have recently left college and entered the workforce. For some, learning how to handle their new money and expenses will be an education unto itself.