Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
June 1, 2016
Transparency is a Must if Using a Compensation Committee for Partner Compensation
If you ask 10 different people to define one of today’s buzzwords – transparency – you will get 10 different answers. This post addresses “transparency” as it relates to a CPA firm compensation committee.
June 1, 2016
Accounting Firm Baker Tilly Gets New CEO
Shortly after Whitman assumes the CEO role, Baker Tilly will hold a firmwide Stewardship Day on July 14, 2016 to acknowledge Whitman’s election and to celebrate its people. Employees will dedicate the entire workday to community service, giving and ...
June 1, 2016
Electronic Tax Return Reader
2016 Innovation Award Winner -- The Electronic Tax Return Reader imports data from borrowers’ electronic tax returns, including financial and real estate information. The patent-pending technology supports PDF files created directly from select tax ...
June 1, 2016
Your Identity Has Already Been Stolen, Warns Inspiration for Catch Me If You Can
Your identity has already been stolen, whether you know it or not, according to one of the most senior identity theft experts in the world. Abagnale was the real-life inspiration for the character played my Leonardo DiCaprio in the 2002 movie "Catch ...
June 1, 2016
SEC Filers Lowered Errors by 64% Using XBRL Validation Rules
The XBRL US Data Quality Committee (DQC) today announced that overall, by using its first set of validation rules, filers reduced the number of errors in their filings for the data covered by those rules by 64 percent in the first quarter of 2016 as ...
May 31, 2016
Senior Citizens’ Incomes Fall Short in 47 of 50 States
Senior citizens in 47 states and the District of Columbia aren't replacing enough of their pre-retirement incomes, according to a new Bankrate.com study. Many financial experts believe retirees need at least 70% of the income they earned in their ...
May 31, 2016
This Post-Tax Season, Start Scanning for Next Year’s Tax Viruses
In spring 2017, you will spend more than half your waking hours staring at tax returns unless you change your process. What would enable you to run your business more profitably and less painfully?
May 30, 2016
1/3 of U.S. Workers Unhappy With Paid Time Off Policy
Despite bluer skies and warmer weather, some workers are feeling a little gray when it comes to their vacation time away from work. According to a new survey by staffing firm Accountemps, one-third of professionals (33 percent) feel they don't have ...
May 30, 2016
Canadian CFOs Take Four Weeks to Fill Finance Positions
Imagine being without a valuable employee for a month. That's the situation accounting and finance departments typically find themselves in when a member of the team moves on. According to a new survey from ...
May 30, 2016
Preventing Corporate Inversions May Risk U.S. Economic Health
There seems to be somewhat of a general misconception that it is the “inversion” itself, in other words the acquisition of a U.S. corporation by a foreign acquirer, which creates the favorable tax structure for multinationals.
May 30, 2016
Flashback to 1988: Comparing Accounting Firm Standards Then and Now
Back to the Future – Looking Back over Three Decades Recently my clients, Tony Frabotta and Rick David of UHY Advisors, forwarded to me the Summer 1988 issue of The PDI Report. Tongue in cheek, they said to me they were surprised to see that there was another Allan Koltin who also did consulting to...…
May 29, 2016
How Any Retailer Can Offer Free Shipping
The pressure to offer free shipping is all too real. If for no other reason than to drive volume and attempt to compete with the likes of Amazon – particularly around the holidays.