Latest Articles

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March 19, 2018 

Tax Reform Tips for Doctors and Lawyers

The Tax Cuts and Jobs Act (TCJA) now in effect, creates a new deduction that lowers the tax rates on income from Partnerships, Limited Liability Companies, and S corporations. This lowers the effective tax rate on qualifying pass-through income from ...

 2018 Review of Kashoo – Invoicing Functions

March 19, 2018 

2018 Review of Kashoo – Invoicing Functions

Kashoo www.kashoo.com From the 2018 reviews of invoicing systems. Kashoo offers cloud-based accounting functionality, and is best suited for small businesses. The product also offers a mobile app that works with both iOS and Android smart phones and tablets, allowing users to access the program from anywhere. Kashoo makes it easy to create an invoice,...…

Mary Girsch-Bock

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March 19, 2018 

2018 Review of FreeAgent – Invocing Functions

Free Agent www.freeagent.com From the 2018 reviews of invoicing systems. Free Agent is an easy to use, online accounting software product designed for freelancers and very small businesses. Free Agent offers on-the-go invoicing capability, along with decent expense management and payment acceptance capabilities. Free Agent offers a user-friendly dashboard, where users can quickly access customers...…

Mary Girsch-Bock

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March 19, 2018 

2018 Review of FreshBooks – Invoicing Functions

FreshBooks www.freshbooks.com From the 2018 reviews of invoicing systems. FreshBooks is an online accounting application best suited for freelancers and very small businesses. FreshBooks really focused on client time and billing, but also offers solid invoicing capability. A mobile app is also available for both iOS and Android smart phones and tablets. FreshBooks users can...…

Mary Girsch-Bock

 IRS Looking for Bogus Tax Shelters

March 19, 2018 

IRS Looking for Bogus Tax Shelters

These sophisticated schemes, particularly those involving micro-captive insurance shelters, can be peddled by promoters and others to avoid taxes.

 Growing Cyber Risk Poses Challenges for Corporate Directors

March 19, 2018 

Growing Cyber Risk Poses Challenges for Corporate Directors

The report, the first in a joint series of Global Governance Insights on Emerging Risks, was unveiled at the WCD Americas Institute in Miami on March 7, which convened directors from around the world and explored topics ranging from “Next Gen Crises ...

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March 19, 2018 

2018 Review of Accounting CS – AR Functions

Thomson Reuters Accounting CS Tax.thomsonreuters.com/cs-professional-suite From the 2018 reviews of AR systems. Accounting CS, from Thomson Reuters, is designed for accounting professionals that offer bookkeeping and accounting services to their clients. Part of the CS Professional Suite of Products, Accounting CS offers seamless integration with other Thomson Reuters products. Available in a variety of deployment...…

Mary Girsch-Bock

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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 19, 2018 

2018 Review of InvoiceSherpa – Invoicing Functions

InvoiceSherpa www.Invoicesherpa.com From the 2018 reviews of invoicing systems. Designed to work with a variety of popular third-party accounting applications such as QuickBooks, Xero, Harvest, and FreshBooks, InvoiceSherpa completely automates the AR process, including offering various bill payment options. InvoiceSherpa works by syncing with the users’ current accounting application, enabling the product to access all...…

Mary Girsch-Bock

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March 19, 2018 

2018 Review of Sage 50cloud – AR Functions

Sage 50cloud www.sage.com From the 2018 reviews of AR systems. Sage 50cloud Accounting from Sage Software offers a convenient desktop/cloud hybrid application that offers freelancers and small business owners the functionality of a desktop application with the convenience of cloud-based access. Currently available in three versions; Sage 50cloud offers complete accounting and financial capability, along...…

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March 19, 2018 

2018 Review of Fundbox – Invoicing Functions

Fundbox – www.fundbox.com From the 2018 reviews of invoicing apps. Sometimes a single late payment can have catastrophic results for the small business owner. Fundbox is designed to proactively address cash flow issues that small business owners can face, providing owners with the ability to have consistent cash flow, regardless of the payment history of...…

Mary Girsch-Bock