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
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.
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 ...
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...…
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 ...
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...…
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...…
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...…
March 19, 2018
2018 Review of Wave Accounting – AR Functions
Wave Accounting www.waveapps.com From the 2018 reviews of AR systems. Available at no cost, Wave offers accounting functionality for the freelancer or small business owner. Cloud-based, Wave also offers online payment acceptance capability through Wave Payments as well as complete payroll functionality for a small fee. Wave also offers a mobile app designed for both...…
March 19, 2018
2018 Review of Collbox – AR Functions
Collbox www.collbox.com From the 2018 reviews of AR systems. Designed as a go-between, Collbox works to establish a link between businesses looking for collection services for past due accounts and verified reputable collection agencies. It costs nothing to sign up for Collbox, as users are only charged when a selected collection agency collects on a...…
March 19, 2018
2018 Review of Acumatica – AR Functions
Acumatica www.acumatica.com From the 2018 reviews of AR systems. Designed for mid-sized businesses, Acumatica Cloud ERP offers complete accounting functionality, including excellent AR processing and management. Acumatica’s core financial management system includes GL, AR, AP, Tax Management, Currency Management, and Cash Management capability, but the Acumatica also offers industry-specific and niche products including distribution management,...…
March 19, 2018
2018 Review of AccountantsWorld Accounting Power -Invoicing Functions
AccountantsWorld – Accounting Power www.accountantsworld.com From the 2018 reviews of invoicing systems. Accounting Power is part of AccountantsWorld’s Power CAS (Client Accounting Services) Suite of applications designed exclusively for accounting professionals and offers complete bookkeeping and accounting functionality to their clients. Accounting Power, like all AccountantsWorld applications, is 100% cloud-based, with both users and their...…