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.
March 19, 2018
2018 Review of Zoho Invoice – Invoicing Functions
Zoho Invoice www.zoho.com From the 2018 reviews of invoicing systems. Zoho Invoice offers an easy way to process invoices. Designed for freelancers and small businesses, Zoho also offers Estimating, Online Payment, Time Tracking, and a client portal, where customers can easily access all pertinent documents. Completely web-based, Zoho also offers mobile apps for iOS, Android,...…
March 19, 2018
2018 Review of Sage 50cloud – Invoicing Functions
Sage 50c www.sage.com From the 2018 reviews of invoicing systems. Sage 50cloud Accounting from Sage Software is a hybrid product that combines the functionality of a desktop system with the convenience of a cloud application. Sage 50cloud is scalable as well; offering three versions that are make it well suited for freelancers and small businesses alike....…
March 19, 2018
New Tax Break on Repatriated Foreign Earnings Should Spur More R&D
After years of national hand-wringing about trillions of dollars in profits held abroad by U.S. multinational corporations, the Tax Cuts and Jobs Act enacted in December has mandated repatriation of those earnings at a greatly reduced tax rate.
March 19, 2018
2018 Review of Wave – Invoicing Functions
Wave www.waveapps.com From the 2018 reviews of invoicing systems. Wave is a cloud-based app designed for freelancers and very small businesses. Available for free, Wave also offers some add-on apps that are available for a small fee. Designed for flexibility, Wave also offers a mobile app for both iOS and Android smart phones and tablets....…
March 19, 2018
2018 Review of Xero – Invoicing Functions
Xero www.xero.com From the 2018 reviews of invoicing systems. Xero is best suited for small business owners, or accounting professionals that offer accounting and bookkeeping services to their clients. Cloud-based, Xero is available in three editions, making it suitable for even the smallest business. Xero continues to offer product enhancements on a regular basis, including...…
March 19, 2018
The Tax Blotter: March 20, 2018
IRAs have been around for more than half a century and an entire cottage industry has sprung up concerning the rules for contributions and distributions.
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.
March 19, 2018
2018 Review of Sage Intacct – Invoicing Functions
Sage Intacct www.intacct.com From the 2018 reviews of invoicing systems. Sage Intacct is a cloud-based financial management system. Formerly known as Intacct, the product was acquired by software giant Sage in July of 2017. Known now as Sage Intacct, the product has retained the features and functionality if offered prior to the acquisition. Sage Intacct...…
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 ...
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,...…
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...…
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...…