AdaptiveInsights 1  5924996154dd2

June 6, 2017 

Adaptive Insights Launches New Visual Analytics System

According to a recent CFO survey, nearly half (45%) of CFOs plan to invest in dashboards and analytics by 2020, topping the technologies investment list. Although many enterprise software solutions, such as HR and CRM, have integrated analytics, the ...

neat_logo_url_1_.544f942431bfe

June 6, 2017 

Neat Adds Integration with QuickBooks Desktop

Neat’s integration with QuickBooks Desktop is a universal solution with the flexibility to cater to the specific needs of different industries. Regardless of company offering, Neat with QuickBooks Desktop allows small businesses, accountants and ...

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June 6, 2017 

The Risks and Rewards of Captive Insurance

If your client is in a business that requires them to carry a large insurance policy, such as is found with doctors and medical malpractice or a building contractor with liability concerns, there’s a good chance you’ll be asked, “Is the creation of a ...

 The Tax Advice That We Give to Our Clients

June 6, 2017 

The Tax Advice That We Give to Our Clients

We can all take a lesson from the case of Whitsett v. Commissioner, TC Memo 2017-100. First of all, I have been in practice for 23 years. Some of my clients have been with me for that amount of time. This was a troubling case when I read it and I ...

Craig Smalley

Mergers-and-acquisitions1

June 6, 2017 

Top 50 California CPA Firm Acquired by CliftonLarsonAllen

For nearly 64 years, Vicenti has served individuals and organizations both large and small. For the past several years, Vicenti has been highly focused on growth in order to better serve its clients. This opportunity to join and grow with CLA allows ...

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June 5, 2017 

The Truth About Financial Literacy & Small Business Owners

One area that shouldn’t be overlooked is tax consequences. After all, a company lives or dies by its balance sheets, so it’s important for business owners to understand basic finances. Business owners don’t need to have an MBA in accounting, but they ...