Tax Preparers Must Renew PTINs by Dec. 31

November 16, 2015 

Tax Preparers Must Renew PTINs by Dec. 31

Anyone who prepares, or assists in preparing, substantially all of a federal tax return or claim for refund for compensation must have a valid PTIN from the IRS. The PTIN must be used as the identifying number on these prepared returns.

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November 15, 2015 

WSG Adds New Features to Accounting Firm Workflow Software

WORKFLOW 2.0 features new optimization and automated rescheduling capability to routinely update schedules nightly based upon priority and due date, as well as more precisely identify the “best fit” employee to complete tasks.

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November 13, 2015 

2015 Review of Cloudvara Cloud Hosting

Cloudvara is truly a custom hosting service, offering a number of application options for accounting firms and other businesses looking to have accounting, tax, and other business applications hosted. The product is ideally suited for smaller ...

Mary Girsch-Bock

 A Simple Approach to Training

November 13, 2015 

A Simple Approach to Training

While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...

Jim Boomer

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November 13, 2015 

2015 Review of Cloud9 Real Time

Cloud9 is a good fit for both accounting firms as well as other business industries, including law firms, and general businesses that wish to expand internal capacity without the need to add expensive internal IT support and hardware.

Mary Girsch-Bock