Latest Articles

December 2, 2021 

The new feature uses machine learning to predict the contact and account code for transactions that cannot be matched to invoices or bills using an organization’s bank rules, Xero’s matching logic, or memorizations. Previously, businesses had to ...

December 2, 2021 

Those that have started are mainly in the early stages with 18% still gathering the requisite data, 15% in progress and 15% still assessing the impact of ASC 842. In addition, a further 6% have delayed their projects while focusing on other priorities...

December 2, 2021 

Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...

December 2, 2021 

Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...

December 2, 2021 

Profit expectations are also under pressure, with the anticipated growth rate for the next 12 months dropping to 2.1% from 2.5% last quarter. Revenue growth projections, on the other hand, are up to 4.7% from 4.3%, quarter over quarter.

December 2, 2021 

Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...

Randy Johnston

December 2, 2021 

The CCH Innovations Conference will feature dynamic guest keynote speakers, including Internal Revenue Service (IRS) Commissioner Charles Rettig and IRS Chief Taxpayer Experience Officer Ken Corbin. Top performing firms should plan to attend so they ...

December 1, 2021 

In addition, BWTP Transition Solutions, LLC, which provides merger and acquisition services to dental practices, will become a new service offering under Marcum’s Transaction Advisory group. In January 2022, Mason Road Wealth Advisors, LLC, an ...

December 1, 2021 

President Biden promised to aggressively enforce all workplace laws during his campaign for the presidency. Biden’s direction to the Occupational Safety and Health Administration (OSHA) to double its number of inspectors and increase workplace inspections is a significant indication of the administration’s commitment to this promise. There has been little evidence of any widespread OSHA...…

Richard D. Alaniz, JD

December 1, 2021 

The new office is set to open January 1, 2022. Tipalti is actively recruiting talent for the new location, looking primarily for Account Executives, Sales Development Reps, Solutions Consultants, Alliances and Sales Operations.

December 1, 2021 

One of the key features of the IRS system involves an IP PIN, which is a six-digit number assigned to eligible taxpayers to help prevent the misuse of their Social Security number or Individual Taxpayer Identification Number on fraudulent federal ...

December 1, 2021 

Xero will be used by H&R Block’s central bookkeeping team and company offices nationwide providing assisted bookkeeping services. Many H&R Block franchisees also use the Xero platform to provide small business clients with access to financial insights ...