Latest Articles

February 17, 2017 

Xero Dater matches entrepreneurs using a proprietary algorithm, delivering the most accurate matchmaking ever for small business owners.

February 17, 2017 

Does your firm have a lot of clients who specialize in ecommerce? If so, this article is for you.

Becky Livingston

February 17, 2017 

Illegal scams can lead to significant penalties as well as interest and possible criminal prosecution. The IRS Criminal Investigation Division works closely with the Department of Justice to shut down scams and prosecute the criminals behind them.

February 17, 2017 

Even tax professionals know how confusing taxes can be. For individual taxpayers, it can be like performing a root canal without any dental experience. For those with tax obligations in multiples states, or with more complex incomes and investments ...

February 17, 2017 

Up Your Cash Flow is business budgeting and cash flow forecasting software. Designed for both business owners as well as CPA’s accountants offering accounting and bookkeeping services to clients, Up Your Cash Flow offers users the ability to generate ...

Mary Girsch-Bock

February 17, 2017 

Well it’s that time of year again. I remember my first busy season at Deloitte and how shocked I was to go outside after work on April 15 and see daylight – after so many long days, I had forgotten what that felt like! You get used to it, but if the ...

Gail Perry

February 17, 2017 

Frank Stitely takes his tax practice seriously. As one of two partners at Stitely & Karstetter, a CPA firm based in Chantilly, Virginia outside of Washington DC, he has his eye on the future as he looks for ways to attract younger clients and utilize the

February 17, 2017 

PlanGuru offers users excellent budget and forecasting tools. Designed for businesses of all sizes, as well as accountants that offer business and financial planning services to clients, PlanGuru is a cloud application.

Mary Girsch-Bock

February 17, 2017 

Many refunds that included the EITC or Child Tax Credit had been held since the filing season started in late January due to new requirements of the 2015 Protecting Americans from Tax Hikes (PATH) Act.

February 17, 2017 

Float is a cash management and cash flow forecasting app that integrates with Xero, Free Agent, and QuickBooks Online. Designed to be used with these three programs, users link Float to their accounting software during system setup.

Mary Girsch-Bock

February 17, 2017 

If you’re interested in starting or growing a niche service for eCommerce clients, these concepts, ideas, tips, and quips from eCommerce expert and QBPluggedIn Founder and Director, Dawn Scranton, will help point you in the right direction.

Dawn Scranton

February 17, 2017 

Pulse is a cash flow app that allows business owners and accountants to keep track of cash flow for multiple companies. While not particularly strong in cash management analytics, Pulse does provide users with the ability to easily track and maintain ...

Mary Girsch-Bock