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 Thomson Reuters Accounting CS – Invoicing Functions
Thomson Reuters – Accounting CS Tax.thomsonreuters.com/cs-professional-suite From the 2018 reviews of invoicing systems. Made exclusively for accounting professionals, Accounting CS from Thomson Reuters, offers excellent invoicing options, and is part of the Accounts Receivable feature found in Accounting CS. It’s important to note that the Accounts Receivable feature must be enabled in order to utilize...…
March 19, 2018
2018 Review of Anytime Collect AR Functions
AnytimeCollect.com From the March 2018 reviews of AR apps. Anytime Collect is a cloud-based accounts receivable and collection tool that helps businesses get paid faster. Designed for any business that sells on credit, Anytime Collect is available in three versions; Express, Standard, and Enterprise. Anytime Collect automates the entire AR and collections process by providing...…
March 19, 2018
2018 Review of Acumatica – Invoicing Functions
Acumatica www.acumatica.com From the 2018 reviews of invoicing systems. Acumatica Cloud ERP is a complete financial management application best suited for mid-sized businesses with more complex accounting and financial needs. Acumatica is delivered as a SaaS application and can also be accessed from any iOS or Android smart phone or tablet. A complete financial management...…
March 19, 2018
2018 Review of FuseBill – AR Functions
Fusebill www.fusebill.com From the 2018 reviews of AR apps. Fusebill is well-suited for businesses of any size that need help with managing subscription and recurring billings. Fusebill offers integration with QuickBooks Online, Salesforce, NetSuite, Avalara, along with other applications. Fusebill offers complete subscription management, including online invoicing and payment capability. Recurring billing is also supported,...…
March 19, 2018
2018 Review of Xero – AR Functions
Xero www.xero.com From the 2018 reviews of AR systems. Xero is a cloud-based accounting application well suited for small business owners. Xero offers three versions, Starter, Standard, and Premium, with all versions offering complete accounting functionality. The 2018 version of Xero offers several product enhancements made including the addition of a new payment service, mobile...…
Accounting March 19, 2018
2018 Review of Centreviews (Now Fraxion) Business Intelligence Suite
Centreviews (Now Fraxion) Business intelligence Suite www.centreviews.com From the March 2018 reviews of AR apps. Suitable for very large businesses that process thousands of invoices monthly, Centreviews is an invoice/accounts receivable management product that works to consolidate the receivables process to a central repository. In doing so, Centreviews helps to ensure that all the relevant...…
March 19, 2018
2018 Review of Kashoo – AR Functions
Kashoo www.kashoo.com From the 2018 reviews of AR systems. Kashoo is a cloud-based accounting application designed for small businesses. Unlike many other small business apps, Kashoo offers double-sided accounting ability, along with GL capability, with users able to easily customize the application to suit their needs. Kashoo also offers mobile apps for both iOS and...…
March 19, 2018
2018 Review of Sage Intacct – AR Functions
Sage Intacct www.intacct.com From the 2018 reviews of AR systems. The Sage Group announced in July of 2017 that they had acquired Intacct. Formerly known as Intacct, the product is now known as Sage Intacct, with much of the functionality of the product remaining the same, including cloud-based accessibility. Designed for mid-sized and larger businesses,...…
March 19, 2018
2018 Review of QuickBooks Online – AR Functions
Intuit QuickBooks Online www.quickbooksonline.com From the 2018 reviews of AR systems. In its relatively short life, QuickBooks Online has quickly become a small business favorite. Designed for the small business owner, QuickBooks Online offers the anytime/anywhere flexibility lacking in its desktop version. Scalable, with three online versions available, QuickBooks Online can be used by freelancers...…
March 19, 2018
2018 Review of PaySimple – AR Functions
PaySimple www.paysimple.com From the 2018 reviews of AR systems. Designed for the online entrepreneur, PaySimple offers simple payment processing capability, automating the billing, processing, and deposit of all payments. PaySimple easily processes electronic check processing, debit and credit card payments, eChecks, and ACH transfers, along with recurring billing. PaySimple can also track invoices along with...…
March 18, 2018
April 1 Deadline for Retirement RMDs
Taxpayers who turned age 70½ during 2017 must start receiving required minimum distributions (RMDs) from Individual Retirement Accounts (IRAs) and workplace retirement plans by Sunday, April 1, 2018.
March 18, 2018
Is Your PTIN for Sale on the Dark Web?
Cybercriminals sometimes post stolen EFINs, PTINs and CAF numbers on the Dark Web as a crime kit for identity thieves who can then file fraudulent tax returns. EFINs are necessary for tax professionals or their firms to file client returns electronically.